CELH大幅折价且布局良好；投资论点聚焦于Celsius和Alani品牌，Rockstar CEO问题仅是仅存的混乱点。
逐段跳播
Celsius Holdings。我认为Celsius Holdings现在非常干净，对吧？股票被大幅折价。在20多美元，对吧？现在故事非常简单。Lonnie收购现在已经很好地整合到公司中了，对吧？
Celsius Holdings. I think Celsius Holdings is now incredibly clean now at this point in time, right? The stock is heavily discounted. It's in the 20s, right? It's a very simple story now at this point in time. The Lonnie acquisition is is, you know, well integrated into the company now at this point in time, right?
唯一不干净的部分是最近关于Rockstar CEO的情况，他买了一大堆股票，他想成为公司的CEO。他们也许能清理这个，如果他们能把Rockstar卖给他之类的。也许如果他们能做成那样的事，他们可能能从卖Rockstar给他中获得一笔可观的现金注入。
然后如果他想经营Rockstar，请便。去经营Rockstar吧，对吧？
The only not clean part is this recent situation regarding the Rockstar CEO and him buying a bunch of shares and he wants to try to be CEO of the company. They might be able to clean that up if they could sell off Rockstar to him or something like that. Maybe if they could pull off something like that, they could probably get a nice cash infusion from what they could sell Rockstar to him for. And then he if he wants to run Rockstar, help yourself. Go go go run Rockstar, right?
所以因为归根结底，如果你买Celsius股票，你买这家公司是为了Celsius品牌和Alani品牌。你不是因为Rockstar而买这家公司，他们只有1%的市场份额，对吧？那是一个历史品牌，试图与Monster和Red Bull竞争，但他们就是没能成功，对吧？
你投资Celsius是因为Celsius和Alani这两个非常成功的品牌以及它们未来几年的持续扩张，对吧？
So because at the end of the day, like you're you're investing if you buy Celsius stock, you're buying this company for the Celsius brand and for the Alani brand. You're not buying this company because of Rockstar and they're like 1% market share, right? That's a historical brand that tried to compete w with Monster and Red Bull and they just weren't able to get the job done, right? like you're investing in Celsius because of Celsius and because of Alani in those two very successful brands in their continued expansion over the coming years, right?
所以我的看法是，我希望他们最终能——我不知道百事的合同是怎么运作的，也不知道百事会不会对此有意见，但我希望他们能把Rockstar卖掉，比如3亿美元、5亿美元，随便多少，对吧？
把它卖给那个人，把他的事情解决掉，然后我们就没有任何麻烦了，然后他们可以用卖Rockstar得来的那3亿、5亿美元，投资回Celsius品牌、Alani品牌，对吧？或者在20多美元的时候回购股票，进行大规模股票回购。
And so the way I look at it, my hope is they could maybe end up and I don't know how all the Pepsi contracts work and I don't know if Pepsi would have an issue with this, but I would love it if they could just sell Rockstar for I don't know $300 million, $500 million, whatever, right? sell it off to this guy, get his situation done and out of there, right? Then we don't have any messiness, and then they could use that 300,500 million, whatever they get for Rockstar and invest that back in the Celsius brand, Alani's brand, right? Or buy back the shares in the 20s, do a huge share buyback.
所以是的，但故事的寓意是，除了那个CEO的情况之外，现在实际上相当干净，而且被严重低估了。所以我认为Celsius继续布局得非常好。
So yeah, but the moral of the story is outside of that CEO situation, it's actually pretty clean now at this point in time and heavily discounted. And so I think Celsius continues to set up very very well.
这个频道对 $CELH 的历次判断
Financial Education 在这只股票上共 5 条判断，这里只列相邻的几条。