TWTR - Twitter Inc.

Started by Mark P., May 09, 2016, 12:30:26 AM

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Mark P.

Yes, it has had a nice small jump over the past few days with that news as well as news that Microsoft was acquiring LinkedIn.

http://www.cnbc.com/2016/06/15/linkedin-buyout-soundcloud-investment-lift-twitter-shares.html

Dexter

#22
Well, Twitter's turned out to be a good stock pick so far.   

The stock got another nice bump today after co-founder Ev Williams said that the company has to consider M&A.

http://www.bloomberg.com/news/articles/2016-08-31/twitter-jumps-after-co-founder-says-company-has-to-consider-m-a

It seems like most of the price action in the last couple of months has been due to takeover speculation.  The Q2 2016 results were a slight improvement for Twitter (company still losing money on a GAAP basis, but Monthly Active Users slightly increased both domestically and internationally).  However, this slight improvement doesn't justify the run up in stock price.

It will be interesting to see if Twitter gets a takeover offer.  Mark P, who do you think would want to acquire Twitter?

Mark P.

At this point i'm not really sure.  There is a lot of buzz out there that there will be a deal in place with someone before the end of the year.  That gossip and talk is causing the stock to creep up even higher.  It had another 20% increase so far today.  As of right now it has been a good stock pick for me and I think once Twitter is sold in the next year or two I should have myself a very nice return on this investment.

Mark P.

Dexter

#24
Nice 20% jump.

According to CNBC, Twitter has "...received expressions of interest from several technology or media companies and may receive a formal bid shortly.  The potential suitors include Google and Salesforce.com, among other technology companies, sources said."

http://www.cnbc.com/2016/09/23/twitter-may-receive-formal-bid-shortly-suitors-said-to-include-salesforce-and-google.html


Mark P.

It looks like buyout bids may be received by Twitter (TWTR) as soon as this week.  It looks like this stock may very well be bought out by this year or early next year.

Mark P.

Dexter

Recode is reporting that Google and Disney don't plan to make bids for Twitter, and that Apple is unlikely to bid for the company.     Obviously, the stock is reacting negatively today. 

http://www.recode.net/2016/10/5/13179604/sources-google-will-not-make-a-twitter-bid-and-apple-also-an-unlikely-suitor   


Dexter