Celsius Holdings Inc (CELH)

[Rainmaker88]

Kezzek, a good place to start might be the company’s own web site. There is quite a bit of new and fresh information there regarding executive changes, along with a few hints at where the future direction of the company may be going. Read carefully, because it is subtle and easy to miss. Check out the latest issue of Bright Connections, too, for a glimpse into what has been happening: http://celsiusbrightconnections.com/. Again, be sure to be thorough when reading through the issue. You’ve gotta love the job that both Vitamin Shoppe and Costco are doing. The new non-carbonated orange flavor, I believe, may be exclusive to Costco. In any event, I seriously doubt that they would have developed a new Outrageous Orange flavor for a national club warehouse, unless the sell-through was strong, and the future promising. JMHO, of course. As for specific numbers, those are readily available from prior press releases the company has posted under the investor section of the aforementioned web site, along with the earlier 10-Q filings. While the company has filed the required Form 15 with the SEC, they have not gone totally dark by continuing to post quarterly results (albeit non-audited) in public press releases. Their designation as a “no information pinkie” as you like to call it is not totally accurate in this respect. A quick comparison of sequential and YOY revenues, over the past few years, along with a shrinking net loss, shows the turnaround has been solidly in place for at least the last three quarters. From there it is relatively easy to extrapolate the margin expansion, which reached the low point in Q4 2010. Making phone calls to retailers who stock Celsius, “boots on the ground” channel checks, researching articles in various trade magazines and publications as well as talking with industry executives all help to cobble together a picture of Celsius as a company that has put its darkest days behind it. I’m actually glad that there isn’t much investor interest at this point. It allows me to quietly accumulate shares in the market, at a price that is below what CDS paid for a large chunk of the equity that they now hold. I’ll just patiently wait for what I believe will be the future pay-off, when the company is sold. I hope that answers your questions.