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The only thing that I am not familiar with is announcing the oct 27th earnings/update on sale.
Not sure what to make of that. Unless nasdaq requires a hard date for earnings??
Personally look at how Twitter and Salesforce traded prior to that CNBC video with Salesforce CEO.
There is no way that many people got it wrong, both twitter and salesforce traded heavily. After the CNBC event the two stocks reversed. No way prior to all of that traders got it wrong.
I am long this one.
"data mining"..."mission critical"
words from CRM CEO
“It’s a huge customer-service platform,” used by companies like Dell, Apple and Bank of America, he said in the interview on the way to the St. Regis. “It’s not a reason to buy it, but it’s a reason to look at it. I’m not saying I’m buying it, but I’m not saying I’m not buying it.”
http://www.nytimes.com/2016/10/07/technology/twitters-fate-marc-benioff-of-salesforce-addresses-acquisition-talk.html
Getting bought for $36
Dont short
Twitter stock was up huge today not on a rumor.....
I suspect the largest bidder has won. Google and others are stepping out and been out bid. Maybe its Disney although CRM Ceo just said they know when to back. So not really a big tell.
Twitter Inc (TWTR.N) has told potential acquirers it is seeking to conclude negotiations about selling itself by the time it reports third-quarter earnings on Oct. 27, according to people familiar with the matter.
http://uk.reuters.com/article/us-twitter-m-a-idUKKCN1252J0
CRM probably bid for Twitter already.
With the share price movement. I suspect they already did and CRM stock is also down
what does it say about FB and CRM?
Twitter popping right now
As the broader stock market struggles, salesforce.com, inc. (NYSE:CRM) is trading 2.8% higher at $72.51. Boosting CRM is a handful of upbeat brokerage notes as Dreamforce -- the cloud firm's annual developer's conference -- gets underway, as well as news of the company's $700 million cash-and-stock purchase of marketing data start-up Krux. As analysts wax optimistic, CRM stock's options pits are being flooded by call buyers, who are betting on even more upside in the near term.
Diving deeper, Pivotal Research said it views CRM's purchase of Krux "very favorably," as it "further illustrates the blurring lines between ad tech, marketing tech, and digital media" -- and makes CRM's rumored interest in takeover target Twitter Inc. (NYSE:TWTR) all the more intriguing. Elsewhere, Goldman Sachs said the stock's recent pullback presents a buying opportunity, citing "confidence in CRM's core business." Plus, both both brokerage firms maintained their "buy" ratings, while reiterating respective price targets of $105 and $96, well into record-high territory.
http://news.cmlviz.com/2016/10/04/twitter-inc--nyse-twtr-wins-large-video-ad-deal.html
The CW network together with Ford Motors Inc. (NYSE:F) have signed the first ever Twitter Inc. Amplify upfront video ad deal according to Yahoo! Finance via CNBC.
Any new news? When should we expect an initial bid?
The link still up?
THank you!
Nice little pull back to buy more!
How much are they losing? Also how long was Amazon losing for? How much was there market cap before and how much is it now?
Its all so interesting and shocking
Very nice post. Good to take into consideration the IPO price which I sort of overlooked. Would some of the big investors have been aggressively buying up at the lows in the summer?
http://www.bloomberg.com/news/articles/2016-09-25/twitter-bidders-vying-for-data-would-inherit-the-doldrums-too
another video for some others.
Thats good for all the longs. 30B puts the stock at over $42 per share.
To start with is twitter worth more than the LinkedIn deal? I personally would think its worth more.
Getting bought for $35
Can you give some examples of that Microsoft and LinkedIn deal in which media down played etc. I didnt pay much attention at the time.
http://www.bloomberg.com/news/articles/2016-09-25/twitter-bidders-vying-for-data-would-inherit-the-doldrums-too
"
It’s unclear where else interest could come from, though people familiar with the situation said several companies have had informal talks. 21st Century Fox Inc., Comcast Corp., Time Warner Inc. and AT&T Inc. don’t want to buy Twitter, according to people familiar with those companies’ strategies."
https://bnlfinance.com/2016/09/25/netflix-a-sleeper-to-acquire-twitter-twtr-nflx/
"The fact that TWTR has its partnership with Thursday Night Football and for MLB Advanced Media content, exclusive NBA content, Pac 12 Network games, and various other media deals to live stream events (like the Presidential Debate between Hillary Clinton and Donald Trump) makes it a dream come true for companies that want platforms to deliver live video content. When you consider the billions of dollars Twitter has to acquire more content, you realize the sky is Twitter’s limit for video."
"Given that Netflix already has established relationships with the likes of Walt Disney Co (NYSE:DIS), it would not be hard to negotiate live streaming with Twitter. In fact, Netflix could use Twitter’s platform as a means of sharing video content."
I think its true value is near 30B, but for some reason the market is waiting. I read in some article that some of the loss per quarter is due to the stock options... Not sure how that part works, but that wont be an issue forever right?
https://bnlfinance.com/2016/09/25/netflix-a-sleeper-to-acquire-twitter-twtr-nflx/
I know the space is hot, facebook, google and etc. The key here is a bidding war to get up above the $30.
Nice, hopefully you get some uptick here. I am in on Friday. So little gains for me right now. Bloomberg is saying that talks are early... and that the board seems to be mixed on the sale idea. Also the CEO spoke at some meeting via video conference and couldnt attend the meeting.
how did the options trade Friday?
I would agree there as well. Since Twitter in the long run is best off bought up by another big techy to make the brand even stronger. Cause what can Twitter buy?
I been trying to look at some of those numbers. I think the low case would be 18B, and I am looking for a range of 22-23B to be fair market value. But since I would think that Google and Salesforce have really nothing else to bid at right?? So 30B seems like a decent price considering whats left of sellers and buyerss.
Looks like the short covering led to more shorting.
Could run to $2, but better off taking money off the table.
pump coming
It seems to have a hard time breaking above .21+ Been a while since it was north of .25 but......
someone just scooped 19k
a trade of 15,918 shares in after hours
Nice close to 80
Anyone with Level 2 info please share.