Celsius Holdings Inc (CELH)

[kbaz]

Valuation proposition...

Company is really worth what KO or PEP would pay. Their Value of the company is based on what sales could be with their distribution. In the day Coca Cola paid approx. 10X Revenue for Vitamin Water. And at the time were not as desperate for new products. If they failed with Enviga, why not purchase with a proven product that has an extremely sexy following.(check out Instagram #Celsius) However there is also PEP who continues to blaze a trail into new products. CEO of PEP, Indra Nooyi, has stated numerous times that they have begun to make acquisitions sooner in the life of product companies as to get more value long-term. Interesting she is Indian born too.

We have yet to see the impact of the new partnership and the connections that they bring. (Carl seems to feel they bring a lot) However you believe, this makes a helluva open ended lottery ticket to have in a portfolio.