safy
$CEPL is back to square one, right where last year’s premature AI-driven rally began. The market has now priced out pretty much all of the valuation premium previously assigned to the stock on expectations surrounding its AI-related business.
In hindsight, I’m glad I took at least some profits near the top. With the price now back to the ground, I’m starting to build up my position again.
I’m looking at CEPL as a long-term play over the next few years. I like the company’s new business foundation, with increasingly more stable cash flow and gradually improving margins.
At these levels, I see the downside as relatively limited, while the upside could be substantial if management manages to execute on a clearer strategy and expand the business more aggressively.
The hype has largely faded, but the long-term potential may still be there. 🚀
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