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Re: sgunderbarth post# 142

Wednesday, 11/06/2013 10:35:20 PM

Wednesday, November 06, 2013 10:35:20 PM

Post# of 20425
This is IPO land, some analysts say low $40s other say stay out altogether for at least a week.

It's really wide open.. Twitter has grown over 30% in revenue for the first three quarters against all of FY12, so Q4 may show about 45-50% growth, maybe 520-550M revenue?

Earnings are expected to be negative, but that's okay for a startup IPO that's actually showing growth.

For fy12 they were high 70M in the hole, and for the first three quarters of fy13 they're 130M neg already.

Given that, P/E is negative, but the revenue ratio is looking to be 14.2B:520M (with my guesstimate fy13 earnings) of 22:1 @$26 give or take.

That's a very high valuation looking at fundamentals, however it's tech, it's IPO, it's also a significant bull market right now: people are hungry for risk.

I would be okay with $2-3 pop, but we could see more or even a straight drop from opening... It's so indeterminate right now.

I honestly believe there's enough interest to get at least 5-10% if not more.