凭借国际扩张潜力,CELH 具备巨大的长期上行空间,股价有望达到每股 100 美元。
逐段跳播
今天我想谈的第二个话题是油价如何影响 Celsius 和 ELF。我还想分享一些与这些股票有关的消息。所以,如果你持有 Celsius 股票、ELF 股票,或者对它们有任何关注,我想你会喜欢这些内容。
Second subject I want to get into here today is how oil prices affect Celsius and ELF. And I also want to share some news in regards to stocks. So, if you own Celsius stock, ELF stock, care anything about those, I think you'll enjoy that.
接下来,在我们真正开始谈油价如何影响 Celsius 和 ELF,并分享一些相关消息之前,
next up here, so before we actually get into how oil prices affects Celsius and ELF and also share some news in regards to that,
那么,Celsius 呢?我上次查看时,Celsius 并没有往他们的罐子里装汽油。尽管你喝它的时候,它可能会让你来劲,对吧?
Now, what about Celsius, right? Uh last time I checked, Celsius doesn't fill their cans with gas. Although it might gas you up when you have it, right?
这里只是过去几天来自私人群组的一些照片。我们有一个很棒的 Celsius 股东私人群组社区。私人群组里有很多 Celsius 股东,他们在过去一两个月里一直在买入这只股票。
So, here's just some photos from the private group over the past few days. We have amazing private group community of the Celsius shareholders. Like lot of Celsius shareholders in the private group that have been buying the stock over the past month or two.
我注意到的是,天哪,那看起来运输起来真的非常重、非常大。好吧,我们说的是当你是一家像 Celsius 这样的饮料公司时,对吧?分销成本就是会更高。
Well, what I notice is gosh, that looks really freaking heavy and really freaking big to transport around. Okay, we're talking about when you're a drink company like Celsius, right?
the the the distribution cost, it just has to be more expensive.
所以这些成本最终会落到像 Celsius 这样的公司头上,对吧?所以这绝对是短期内可能对 Celsius 利润率产生负面影响的因素,除非他们能通过提价来抵消。
And so the cost ends up getting put down to companies like Celsius, right? And so it's definitely something that could could negatively impact Celsius margins in the short term unless they can offset it with a price increase.
想象一下,Celsius 在像这样的商店里,3 年后、5 年后能有什么样的位置,对吧?你看看他们在美国的铺货,再想想在像法国这样的地方的长期机会。
Like, imagine what Celsius can have in a store like this, you know, 3 years from now, 5 years from now, right? Like you look at their distribution they have in the United States and then think about the long-term opportunity in somewhere like France
目前仍然只是货架空间的一小块,但另一方面他们现在已经有了存在感,他们只需要继续建立品牌认知度,对吧?我的意思是,我们说的是,就 Celsius 的国际扩张而言,这真的还只是非常小的早期开端,而那里的长期机会是难以置信的。
currently still a small piece of shell space but on the other side they have a presence now uh they need to just continue to build brand recognition right I mean we're talking about like this is you know very small early beginnings here for Celsius really when there comes to their international expansion and the long-term opportunity there is unbelievable
在澳大利亚这里,门店很难保持库存充足。我们有一位在澳大利亚的成员。就 Celsius 的国际扩张而言,现在还只是非常早期的阶段。
The wealthy is struggling to keep stores stocked here in Australia. We got a member in Australia. Um, you know, just very early days in regards to international expansion for Celsius.
只要想想,随着 Celsius 真正在国际上建立这项业务,它的长期机会在哪里。在我看来,未来两到三年,重点真的会是 Celsius 打造国际业务。
just think where the long-term opportunity is for Celsius as it really builds this business international. my opinion, the next two to three years are really going to be focused on Celsius building international.
一位 Celsius 董事以 100 万美元买入了 36,000 股 Celsius 股票。这是不到一周内 Celsius 的第二笔内部人士买入,此前 CEO 买入了价值 50 万美元的股票。
A Celsius director bought 36,000 shares of Celsius for $1 million. There's a second insider buy for Celsius in less than a week after the CEO bought $500,000 worth of shares.
但我告诉你,对像这位董事这样的人来说,100 万美元意义重大。对那位买入了价值 50 万美元股票的 CEO 来说,这实际上是一笔相当可观的筹码要押上桌。
But I'm telling you, to you know, people like this director, a million dollars matters a lot. uh to the CEO who bought $500,000 worth of shares. It's actually a significant amount of chips to put on the table.
这些对组织很重要的家伙正在把自己的钱押上去,他们在说:“这只股票有巨大的长期上涨空间。”除了这个,没有其他理由去买他们的股票。
the the big, you know, these these guys that are important to the organization are putting their money on the line and they're saying, "This stock has great long-term upside." You know, that that there's there's no other reason to go buy your shares other than that.
所以对于像 Celsius 和 ELF 这样的公司,如果你相信它们有巨大的长期上涨空间,对吧?
And so with these companies like Celsius and and ELF, if you believe these ones have great long-term upside, right?
我喜欢 Celsius,我也真的很喜欢 ELF。我喜欢那里的长期上涨空间。这些股票两周后会在哪里,谁知道呢?Celsius 两周后可能是 25,也可能是 35。
And I like Celsius, and I really like ELF. And I like the long-term upside there. Where those stocks are 2 weeks from now, who knows? Celsius could be 25 2 weeks from now. It could be 35.
我只知道这些股票有巨大的长期上涨空间。我的意思是,我认为 Celsius 能涨到多高?我认为 Celsius 长期可能成为一只 100 美元的股票。
All I know is those stocks have massive long-term up. I mean, how how high do I think Celsius is going? I think Celsius longterm could be a $100 stock.
这个频道对 $CELH 的历次判断
Financial Education 在这只股票上共 9 条判断,这里只列相邻的几条。