Twitter IPO - 11/5/13 | Page 2 | TigerDroppings.com
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fishfighter
LSU Fan
Baton Rouge
Member since Apr 2008
21142 posts
Online

re: Twitter IPO

My take on this IPO, it is not a buy. Tech companies just turn me off. There are just to many unknowns.

Pricing started at $18-$20. Then hyped it up to $22-$25. And now pushing it at $26+. Is there a way to make money? Yes, but also there is a way to make money by putting everything on red.



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JayDeerTay84
LSU Fan
Texas
Member since May 2013
2998 posts

re: Twitter IPO
quote:

witter's big problem is that a VAST majority of its use is on mobile.


Except for the fact that there are over 5 billion mobile devices world wide.

Far more than PCs


reb13
Ole Miss Fan
Oxford, MS
Member since May 2010
10247 posts

re: Twitter IPO
Word is it is going to open at 40


Lsut81
USA Fan
Member since Jun 2005
65974 posts

re: Twitter IPO
quote:

Word is it is going to open at 40


Settling in the 44-46 range. About to start trading


ETA: Locking down 45.50 - 46 now.
This post was edited on 11/7 at 9:44 am


barry
Cincinnati Fan
Location, Location, Location
Member since Aug 2006
40263 posts

re: Twitter IPO
quote:

Settling in the 44-46 range. About to start trading


Thats just absurd.


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reb13
Ole Miss Fan
Oxford, MS
Member since May 2010
10247 posts

re: Twitter IPO
Looks like 45.16, of course this is delayed.


dallastiger55
LSU Fan
Jennings, LA
Member since Jan 2010
6521 posts

re: Twitter IPO
Told u guys. I was made fun of when I said I was putting a ton in at $20



DirtyMikeandtheBoys
USA Fan
Member since May 2011
10896 posts

re: Twitter IPO
Open at $45.10


dallastiger55
LSU Fan
Jennings, LA
Member since Jan 2010
6521 posts

re: Twitter IPO
So what would you predict for end of week price?


Lsut81
USA Fan
Member since Jun 2005
65974 posts

re: Twitter IPO
quote:

So what would you predict for end of week price?


I haven't looked at their financials, but I keep hearing analysts say "Its an unprofitable company"

Absolutely incredible that people are throwing that kind of money on something that doesn't have a set revenue stream.


barry
Cincinnati Fan
Location, Location, Location
Member since Aug 2006
40263 posts

re: Twitter IPO
quote:

I haven't looked at their financials, but I keep hearing analysts say "Its an unprofitable company"


Obviously its not profitable right now. Its a pure growth bet that they will be able to monetize mobile ad revenues. I think they are benefiting tremendously from facebook being able to do so. Put this is a very different platform.

FWIW they did 500 million in revenues last year and lost ~650 million.

Their current market cap is 25 billion
This post was edited on 11/7 at 10:15 am


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Korkstand
LSU Fan
Plaquemine, LA
Member since Nov 2003
11404 posts

re: Twitter IPO
quote:

I haven't looked at their financials, but I keep hearing analysts say "Its an unprofitable company"

Absolutely incredible that people are throwing that kind of money on something that doesn't have a set revenue stream.

Pretty good article about Twitter's IPO.

It explains what I try to tell you guys here every now and then whenever you think the market is being totally irrational about a stock. Some of you are so focused on what a company's numbers look like right now that it seems like you've never heard the term "future cash flows". Facebook was much more mature (and growing more slowly) at its IPO than Twitter is. Twitter has a lot more upside potential than FB.

So, yeah, Twitter's market cap looks absurd right now. But a lot of smart money sees the potential.


southernelite
LSU Fan
New Orleans
Member since Sep 2009
43232 posts

re: Twitter IPO
quote:

Except for the fact that there are over 5 billion mobile devices world wide.

Far more than PCs


But PCs generate better ad revenues. FB faced this problem that its harder to turn mobile ads into revenue. Facebook figured it out, twitter will have to.

The huge difference in FB and Twitter is growth potential in user base. Facebook needed to enhance revenues per user and that was their main focus, whereas twitter needs to ad users to grow revenues.


barry
Cincinnati Fan
Location, Location, Location
Member since Aug 2006
40263 posts

re: Twitter IPO
quote:

Except for the fact that there are over 5 billion mobile devices world wide.

Far more than PCs


You don't get it.


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barry
Cincinnati Fan
Location, Location, Location
Member since Aug 2006
40263 posts

re: Twitter IPO
quote:

Some of you are so focused on what a company's numbers look like right now that it seems like you've never heard the term "future cash flows"


Can I start an O&G E&P company with 500 million dollars of revenue, "project" hundreds of billions of future CF and get a 25 billion market cap?


fishfighter
LSU Fan
Baton Rouge
Member since Apr 2008
21142 posts
Online

re: Twitter IPO
quote:

Absolutely incredible that people are throwing that kind of money on something that doesn't have a set revenue stream.


This.


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Lsut81
USA Fan
Member since Jun 2005
65974 posts

re: Twitter IPO
quote:

FB faced this problem that its harder to turn mobile ads into revenue


One of the two major reasons I deleted my FB. I only used the mobile side to access it and you could not get around the ads, it was annoying.

I rarely use twitter, but the ads they already have get fricking annoying and that is one of the reasons I rarely go.


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Korkstand
LSU Fan
Plaquemine, LA
Member since Nov 2003
11404 posts

re: Twitter IPO
quote:

Can I start an O&G E&P company with 500 million dollars of revenue, "project" hundreds of billions of future CF and get a 25 billion market cap?

Depends. Are your revenues demonstrably growing at 100%, and will you be able to achieve margins north of 60%?


Dooshay
LSU Fan
CEBA
Member since Jun 2011
29502 posts

re: Twitter IPO
if you do i'll be your reservoir engineer.


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FootballNostradamus
Clemson Fan
Member since Nov 2009
15262 posts

re: Twitter IPO
LOL at people who purchase IPO's.


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