A fun (boring) little (tiny) microcap deep dive here into SupremeX - $SXP
- leading North American player growing revs >24% YoY in a dying and fragmented envelope industry - leveraging the cash flows and expertise in envelopes to pivot towards a growthier packaging market while continuing to consolidate envelope market through acquistion.
Potentially a lot of value to be found in an unloved Canadian microcap coming off a bad quarter - but potentially a lot of risk as well. Check out my read up on the company, business model, management team, industry, + the balance sheet and investment opportunity. https://www.hourglassnetwork.ca/p/supremex