Absurde Twittermania


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Libuda:

Absurde Twittermania

 
05.01.14 23:39
On of the biggest divergences I ever had seen: Monthly unique us-visitors of Twitter and Local Corp near equal, but the market-cap of twitter is with 32,960 million the 890-fold of the idiotic low 37 million of local corp

The monthly unique visitors of Twitter (Market-cap = 32,960 million) are with 42,261,821 less than double of the flagshipsite of Local Corp. Flagship-site of Local Corp (marekt-cap = 36.9 million) has 22,101,600 unique visitors. And additional between 15 and 20 million monthly unique visitors comes from the network of Local Corp of 1,600+ sites, because this numbers were count by the newspapers-sites. The 22 million from the flagshipsite and the 15-20 million from the network are together a similiar number of monhtly unique visiitor like by Twitter.

The increase of Monthly Unique Visitors of Twitter was only 5,26% and Twitter had a decrease year over year of 1,83%. For cormpare: The numbers of Local Corp are an increase against the last month of 12.28% and against the last year of 17.90%. Less


ReplyTwitter is extreme overvalued in near any compare

For example: Twitter has only the 7.2-fold revenues of Local Corp, but with 37.58 billion the 1015-fold market-cap of the idiotic low 37 million of Local Corp. Such a divergence will never lasten.

Local Corp., the company that connects consumers with all local businesses, today announced financial results for the third quarter ended September 30, 2013
• Sequential revenue growth up 4% to $23.5 million in Q3-13 from $22.7 million in Q2-13.
• Adjusted EBITDA up 12% to $1.3 million in Q3-13 from $1.2 million in Q2-13.

Twitter posted third-quarter revenue of $168.6 million, which compares favorably to its collected $253.6 million in the first half 2013 revenue.

According to its newly refiled S-1 document, Twitter has lost $133.8 million to date in 2013. That compares negatively with its equivalent loss of $70.7 million in 2012. Both loss figures include the results of the first 9 months of the calendar year.
Twitter is extreme overvalued in near any compare

For example: Twitter has only the 7.2-fold revenues of Local Corp, but with 37.58 billion the 1015-fold market-cap of the idiotic low 37 million of Local Corp. Such a divergence will never lasten.

Local Corp., the company that connects consumers with all local businesses, today announced financial results for the third quarter ended September 30, 2013
• Sequential revenue growth up 4% to $23.5 million in Q3-13 from $22.7 million in Q2-13.
• Adjusted EBITDA up 12% to $1.3 million in Q3-13 from $1.2 million in Q2-13.

Twitter posted third-quarter revenue of $168.6 million, which compares favorably to its collected $253.6 million in the first half 2013 revenue.
According to its newly refiled S-1 document, Twitter has lost $133.8 million to date in 2013. That compares negatively with its equivalent loss of $70.7 million in 2012. Both loss figures include the results of the first 9 months of the calendar year.
Sentiment:


The key takeaway here is that Twitter needs to put up spectacular results for years to come to justify today's prices.
Antworten
Libuda:

Fairerweise muss ich dazu sagen, dass

 
05.01.14 23:52
ich mir von dem Vergleichswert Local Corp inzwischen 94.600 Stück wegen der schier unglaublichen Diskrepanzen zugelegt habe, was aber für den Normalanleger aus meiner Sicht zur Nachahmung unter keinsten Umständen zu empfehlen ist.
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anjab:

ja stimmt - ist nur für echte Profis *g*

 
05.01.14 23:58
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Libuda:

Wie sich vielleicht noch der eine oder andere

 
05.01.14 23:59
erinnert war ich damals - ganz im Gegensatz zu heute bei Twitter - beim Börsengang von Google fast der einzige, der auf deutschen Boards massiv zum Einstieg blies und dabei massiv Keile erhielt.

Allerdings muss ich hier zu meiner Schande gestehen, dass ich dann sehr viel weniger gekauft habe als ursprünglich vorgesehen hatte, weil meine Limits zu niedrig waren, und zu allem Überfluss auch noch schon bei 200 ausgestiegen bin, weil ich mich über die dabei anfallenden Gewinne zu sehr freute und dabei offensichtlich meinen Kopf damals nur zum Haareschneiden nutzte.
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Libuda:

Aus dem Startposting kann man zum Beispiel

 
06.01.14 00:10
herausfiltern, dass Twitter mit dem schier absurden 49-fachen seiner Umsätze bewertert wird. Denn die 168,6 Millionen aus Q3/2013 ergeben hochgerechnet 674 Millionen Jahresumsatz bei einer Marktkapitalisierung von 32,96 Milliarden.

Und das alles bei stagnierenden US-Monthly-Unique-Vistors (Quelle: Compete-Siteanalytics): The increase of Monthly Unique Visitors of Twitter was only 5,26% and Twitter had a decrease year over year of 1,83%.
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