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re: Twitter IPO
Posted on 11/7/13 at 4:37 am to econ85
Posted on 11/7/13 at 4:37 am to econ85
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.
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.
0
Posted on 11/7/13 at 8:17 am to barry
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
Posted on 11/7/13 at 8:56 am to JayDeerTay84
Word is it is going to open at 40
Posted on 11/7/13 at 9:18 am to reb13
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 11/7/13 at 9:44 am
Posted on 11/7/13 at 9:49 am to Lsut81
quote:
Settling in the 44-46 range. About to start trading
Thats just absurd.
Posted on 11/7/13 at 9:51 am to Lsut81
Looks like 45.16, of course this is delayed.
Posted on 11/7/13 at 9:57 am to reb13
Told u guys. I was made fun of when I said I was putting a ton in at $20
Posted on 11/7/13 at 10:00 am to dallastiger55
Open at $45.10
Posted on 11/7/13 at 10:04 am to DirtyMikeandtheBoys
So what would you predict for end of week price?
Posted on 11/7/13 at 10:11 am to dallastiger55
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.
Posted on 11/7/13 at 10:14 am to Lsut81
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 11/7/13 at 10:15 am
Posted on 11/7/13 at 10:54 am to Lsut81
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.
Posted on 11/7/13 at 1:17 pm to JayDeerTay84
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.
Posted on 11/7/13 at 2:18 pm to JayDeerTay84
quote:
Except for the fact that there are over 5 billion mobile devices world wide.
Far more than PCs
You don't get it.
Posted on 11/7/13 at 2:19 pm to Korkstand
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?
Posted on 11/7/13 at 2:21 pm to Lsut81
quote:
Absolutely incredible that people are throwing that kind of money on something that doesn't have a set revenue stream.
This.
Posted on 11/7/13 at 2:23 pm to southernelite
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.
Posted on 11/7/13 at 2:32 pm to barry
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%?
Posted on 11/7/13 at 2:59 pm to barry
if you do i'll be your reservoir engineer.
Posted on 11/7/13 at 4:22 pm to hawgfaninc
LOL at people who purchase IPO's.
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