May. 12 at 7:56 PM
$CELH is starting to get an interesting M&A angle
If PEP, or even
$KO /
$MSTR stepped in, a 50% premium would put the deal around
$12B (~
$45/share).
For companies of that size, it’s relatively small, but the strategic fit could matter.
What stands out more is this:
CELH has already pulled back significantly, and valuation is no longer stretched.
So the question is:
is this just a normal correction… or the early stage of something bigger developing?
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