Celh was solid. Price increase Jan 1 resulted in sales shift to q4. Just released two new flavors at request of whole foods. Target did health kiosk model and Celsius was number one in the entire set. So target just put them in 150 stores . the trends are very favorable.
Reed and CMG sounds good. Just need a real cola. I know how u love the China cola. It is a hideous name.
Well, I didn't listen to the reed call. The call was a joke. Sounds like they were mostly golfing and expensing shareholder cash. I'm selling 39525 shares at the open. Enjoy the ride! I tuned out when they said they were just kicked out of target whole foods brasil and Jamaica.
Be careful, celh is a whole different ball of wax.
On a top down review, celh has 20x the upside and marginal near term downside.
like i said at 3 in the morning last Q1 was very strong. the comp for Q2 is going to be triple digit growth when reported imo. in fact both 2nd and 3rd Q's last year are going to be destroyed.
The big thing is margins.
SGA hit a new record low of 1.46 for the
Q, these guys will make profits for every Quarter.
2 weakest quarters and profits, and growing....what happens now?
super low overhead, means all those new revenues are going to be very profitable.
The rev growth was good, not great, but they can talk about the future tonight. Which is all I care about.
In a quarter or two we have a real, honest to goodness p/e, which is number one for me.
I will be talking profits and p/e's. what p/e will it be and what profit will they make?
The biz model is strong. Lot of scalability.
Great job team Celsius.\\
Q1 2014 was 2nd best Q of 2014 behind Q4. Maybe there was a new customer to fill, because the number was 3.9mm which more than the average 3.6mm for each quarter of 2014.
so rev growth of 50% may be high. that wquld be nearly 6mm in sales or 33% more than Q4. That is a big sequential jump, if it were to happen, especially since it is in the slow quarters.
Profitability will not be assured, but a boost in margins on the heals of lower transportation and some commodities, as seen already with mnst. They had a top line miss but there margins were up over 300 basis points, which is the one commonality.
Come on, profit!
Tks for the insight. As a businessman I would find it very difficult to want to deal with cr.
He has to step aside or he will have to raise capital.
Seriously, someone needs to get through to him.
its worth a shot. All I know is they are offering a lot of soda for free to get what they want.
This ceo has quite a task.
I think it is good for a trade, but a term loan is not great either. A line of credit is much better.
but because of these risks I would use only fun money.
1. balance sheet was scary
2. risk of integrating all these companies they overpaid for.
3. gross margins have evaporated.
4. the big tobacco will crush these guys like a cockroach unless they can find something special or carve out some niche, somehow.
5. the amount of money it takes to compete with the big boys could be nearly infinite.
thanks for the tip. just not my cup of tea.
Ditto on CMG being chemicalphobic. Reeds would be such an obvious solution, but yes China cola is the worst name on the planet.
CMG shouldn't be selling coke suite. Its anathema to all their fondness for perfectly back to nature raised pork.
They refused to sell carnitas that was sub standard to therm and actually got whacked for the decision.
But they sell coke?
Jesus cr stinks. What a no brained to at least get in their cooler
Yes yes but I have to look at it as if cr might not be around forever for one reason or another
50mm revs with a good manager and you have 20mm in gross profits.
Because just the possibility or whiff of corporate governance coup doubles the stock.
But yes K killed just created too many moving parts for a dolt like cr.
Its like a kid with too many toys. Everything ends up a scattered mess.
K drinkers are very particular about their brand and stores are loathe to upset them and replace existing skus for reed. He has only done about 5% of the sales he predicted in 2012.
Like a caller said, use a script and say nothing more.
This is why you can't shoot straight,
2.07 to 2.80 is how many % Davy?
Its about 35% isn't it pavy?
My new Tesla I will name Davy just 4 u, OK?
Davy it was up 135 % in 6 days Davy.
Sorry 100k POS was all of S America, not just brasil.
Yes, garnering market share expeditiously is gaining the spoils of 1st to market for pre exercise. It commands a higher multiple.
We love niche players that have a competitive advantage, are first to dominate their space, and whose team makes few promises and keeps them all.
This brand has momo, and frankly I'm taking the rest of the night off on that note.
Spend mmoney on marketing?
Russell' job now. Except for sampling and promotions, he is taking care of digital marketing thru his 5 digital marketing companies, and his you tube channel.
They have fittipaldi too. Latco their distributor is A game stuff. 100k points of sale opens up Brazil in a big way.
I think there were 12mm shares then by 2010. Carl, iirc, exercised options to convert some debt he was owed by Celsius to equity in 2010 raising share count and making him #1.
The more you dig, I think you will find this is a great compounding money vehicle.
This stock is stupid cheap, unless he decides to dilute as he has eluded to. Otherwise, selling at 1x 2016 rev.
CR is a shameful businessman. I think #$%$ Is too strong, but I dunno.
Net, what's ur opinion on this tactic!?
Of course, it went back up about 35% off that low on record volume.
And it was up 135% in 6 days.