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TWTR - Twitter, Inc.

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stockGURU

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The Twitter IPO is being touted by CNN Money as "The year's most highly anticipated IPO" but I have my doubts about the kind of revenue it can generate. It's certainly no Google, or Facebook, and the opportunities to montetise their service seem a little more limited.

However, I haven't read their prospectus so I really have no idea what they have planned, but it had better to be good to justify a $14.2 billion market capitalisation.

Twitter lists tonight at $26 a share. Any thoughts?

http://money.cnn.com/2013/11/06/technology/social/twitter-ipo-price/index.html?iid=Lead
 
Re: TWTR - Twitter IPO

This is interesting especially given the FB comeback. There are still concerns that FB is going out of flavor with teens and this is not a good sign for growth. Twitter is starting with a lower membership and its a different business model for sure.

To me its just a matter of interest more than anything. I'm curious how well it does compared to FB more as a feel for sentiment.

FB caused allot of angst amongst the mom and dad crowds, according to the muppets. So i wonder how many of them will have the gonads to try it again.

I'll likely watch it open just for interest sake though. The symbol is TWTR....
 
Re: TWTR - Twitter IPO

From Bloomberg....

By David Wilson
Nov. 6 (Bloomberg) -- Twitter Inc.’s increase in the
projected price for its initial public offering is in keeping
with this year’s performance of newly public companies in the
U.S. stock market.
As the CHART OF THE DAY shows, the Bloomberg IPO Index has
risen 41 percent this year and is beating the Standard & Poor’s
500 Index by 18 percentage points. Both these figures would be
the highest for a full year since 2009, when the current bull
market in stocks began.
Twitter has “the wind at its back, definitely,” Justin
Walters, co-founder and managing partner at Bespoke Investment
Group LLC, said yesterday in an interview. “IPOs are healthy
right now, and that’s what you want to see.” The Harrison, New
York-based research and investment firm put out a blog posting
yesterday with a similar chart.
The IPO indicator, consisting of companies that have gone
public within the past 12 months at a market value of more than
$50 million, set records six times in the last three weeks. The
most recent mark occurred two days ago. Yesterday, the index
dropped 0.1 percent to 2,915.60.
Twitter’s first public stock sale is scheduled for pricing
today. The social-media company wants to sell shares for $23 to
$25 each, more than an earlier estimate of $17 to $20.
The sale would raise $1.75 billion at the $25 price, and
may turn out to be more lucrative for the San Francisco-based
company. The final price may exceed the increased range, two
people with knowledge of the matter said.
Click to expand...
 

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Re: TWTR - Twitter IPO

It's much easier to see how FB could become redundant or out of fashion than it is twitter.
Twitter is so micro, it's basically an 'open to the public texting system.'
It's simplicity and practicality is it's strength.
Facebook, on the other hand, is much more about presenting your 'self art' to the world.
They have to keep developing, taking over and morphing into what ever looks like being the next big thing.

I thought the debut would be strong on this basis.
But couldn't get any.
Will be looking to buy it when dot.com boom 0.2 Busts.
 
twitter shares

twitter ipo'd at $26 then soar to $45. how many people were allowed to buy the $26 share? only guys on wallstreet or every investor? sorry for newb question.
 
Re: TWTR - Twitter IPO

Didn't quite get the twitter and FB analysis right :eek: but hey there's still time and opportunity.
News Corp should buy this now!!!!!!!!

Any way, here's a really tricky question. What should you do next time twitter gets shot out of the sky on it's earnings report? (the little e's at the bottom show the timing of the earnings reports)

Twitter Earnings.JPG

If it happens again I'd stick with it, but who gets to shoot the same bird out of the sky 4 x :cool:

Also note the upside down head and shoulders at the bottom of the down trend broken and retraced. (it's one of those moments)
 
It's a bird, it's a plane it's TWTR at 12 o'clock



Short for a typical report 24.87 looking to come off at open.
 
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I searched for this thread yesterday.
What I wanted to post was, - How many times should I risk shooting the same bird out of the sky?
Unfortunately on this occasion, I kept the gun in the saddle.
My reasoning was the Trump might have made it a tad more popular and it may be time to get on board and chase FB. But weirdly - No!
Numbers are the same. Just more usage 10% down pre-market so far, if you can't win with the President of Headlines as your exclusive, what will get you flying again?

Dorsey is a one hit wonder, bringing him back hasn't worked.
 
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I was too busy watching FB yesterday to remember to put the traditional short on the little bird! 13% down in pre-market!
 
Elon!

That put a fire under its backside.

It will be interesting to see if/how twitter changes with regard to censorship and whatnot... and that rolls in price going forward.

 
wayneL said:
Elon!

That put a fire under its backside.

It will be interesting to see if/how twitter changes with regard to censorship and whatnot... and that rolls in price going forward.

Click to expand...

Musk is now making a takeover bid.
I wonder if he has a plan or is he just mucking about? If there is a plan, I think it could be transforming. I find Twitter to be unimpressive.

He is also being sued, shareholder class action, for going above 5% without informing the market.
 
Knobby22 said:
Musk is now making a takeover bid.
I wonder if he has a plan or is he just mucking about.

Also being sued, shareholder class action, for going above 5% without informing the market.
Click to expand...
His goal is to take it private, and to take out the extreme left's social media hegemony
 
wayneL said:
His goal is to take it private, and to take out the extreme left's social media hegemony
Click to expand...
I don't think so. He doesn't work that way. Where is the money?

Also he is no right wing warrior. He was panned by the Murdoch s for years before they switched tack. He is above the tribal stuff.
 
Knobby22 said:
I don't think so. He doesn't work that way. Where is the money?

Also he is no right wing warrior. He was panned by the Murdoch s for years before they switched tack. He is above the tribal stuff.
Click to expand...
Oh it will be profitable too.

But never said he was right wing, but it's the **extreme** left he will bring to heel. Even the centre/centre left, even social democrats should be extremely interested in doing that.
 
Thoughts on Twatter's poison pill?

It seems to be again contravening the board's fiduciary duty, in favour of maintaining the current management's political clout.

Musk will have a plan b and plan c etcetera as mentioned before. I'm not a holder but have ordered a large supply of popcorn for this.
 
The ultimate squeeze
brilliant business.
Take the money or lose more
not taking the money.

Big boy negotiations.
 
wayneL said:
His goal is to take it private, and to take out the extreme left's social media hegemony
Click to expand...
I doubt it somehow.

My guess is he will sell his stake at the higher price it is at now for a profit.

He will then head back in to Amber Heard, or some version of the foregoing.

gg
 
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