The markets have awoken from their summer slumber with expected volatility. Time to put some money to work soon.
We can't let Yelp outdo this stock...yes few months Yelp was at $14...they 40 now...twitter can't let a review site outdo them.
Continues to be held artificially lower for obvious reasons. With Twitter pushing towards live streaming, launching live-streaming apps for Apple TV, Amazon Fire and Microsoft Xbox One, this should re-inginite their monolithic user block. TWTR is still a 2017 story, although it would not be surprising if some private equity firm takes it private. I cannot see how this trades at a much lower valuation when content costs are set to rise dramatically, and companies that depend on content to grow and have to pay up for content and/or partner with platforms that offer content, don't bridge partnerships with a company like TWTR.
SS team may not like to stay in this trade, but above $18 should put them on alert but below it expect further weakness
$TWTR gotta think limited downside from here. Stock has based. Mngmt owns 10%. I do not believe there aren't suitors
Twitter may receive formal bid shortly, suitors said to include Salesforce and Google, shares were up more than 20 percent pre-market.
Whoever ends up buying TWTR will likely pay close to $18B if these rumors are true. Thats a 33% premium from yesterday's close. ---------------------------------------------------- Twitter may receive formal bid shortly, suitors said to include Salesforce and Google The social media company is engaged in conversations with potential suitors that are said to include Google and Salesforce.com, among other technology companies, sources said.
If for some reason TWTR does not catch a bid, this could work for them. --------------------------------------- While previously only available for company use, individual users can now try out Twitter's Amplify Publisher program. What's more, users will receive 70 percent of the ad revenue from these videos, CNBC reports citing an unnamed source. Alphabet's YouTube (GOOG, GOOGL) and Facebook (FB) offer about a 50 percent revenue share. Approved users can check a box before tweeting out a video and it will feature a pre-roll ad, with some of the revenue returning to the creator, according to a Twitter blog post. The company also announced desktop and mobile updates through its Media Studio and Twitter Engage app, i.e. a unified media library of videos, GIFs and images, tweet scheduling and planning ability and multi-account support. It's also worth noting that Twitter's user base is overwhelmingly non-U.S. – specifically, 79 percent of them. http://money.usnews.com/investing/a...-inc-twtr-will-now-pay-users-to-create-videos
Well shit ..... then most of the juice has been squeezed - given that it's up almost 20% today. The real buy was at the double bottom in June around $14.
I will most likely be proven wrong, but I don't see how a company offers more than $20B for Twitter. $18 - $20 seems like a likely bid. It is going to take time to integrate Twitter's platform and data into a business, even if its an annexed. Add the cost of integration, and your already talking about placing ceiling over the bid. Monetizing the 300M+ user base is no easy task. At this point, most of the risk is to the downside.
