Phase Space AI

Celestica

CLS · investment memo

Valuation margin
demonstrated − required CAGR
+17.3%
Required CAGR
30.0%
Demonstrated
47.3%
Terminal margin
7.9%
Exit multiple
12.0x
Company state
C
Terminal margin basis

OWN_DEMONSTRATED_PLUS_OPEX_BRIDGE

Risk & exit

Four distinct questions, one field each. A price is not a thesis: the trigger below forces a re-underwrite and freezes further purchases — it is never an automatic sell.

Risk trigger
21% below the memo price
$258.01
Forward E[R]
vs a 0% floor
+50.7%

A daily close below $258.01 triggers a mandatory re-underwrite and freezes further purchases. It is not an automatic sell unless a separate fundamental invalidation condition has been breached.

Thesis-invalidation conditions

Fundamental and falsifiable, never price-based. If one is satisfied the thesis is marked dead and the position is retained only by explicit decision.

Impairment case

Not stated. No permanent-loss case with a named cause is on file. A valuation bear case is not an impairment case.

Documents

CLS Catalyst Calendar CLS Financial Model Notes CLS Research CLS Trade Construction CLS Valuation