What can you say? I sure don't run the game....But----------has no bearing on tomorrow's earnings...If Management shuts up and lets the earnings speak for themselves---FB goes up.............
Tomorrow will be a good dt. There should be a lot of range in the price. FB will likely post great results but lately it seems as though the appreciation in price happens in delayed manner.
It will be interesting to see none-the-less. I think the level of momo we saw a year ago is in the past.
We shall see and it is certainly fun to watch the ah gyrations.
One other thought on earnings. I actually am on FB more than most, because my wife uses it to market her business. I've noticed a significant number of ads popping up in the feed. Many of these ads are from large companies. I assume this is a good sign for earnings.
Huh? Are you saying that if 12% of the people who use FB also would use a service that would be similar to PaYPal then Facebook would generate 1.9B?
Paypal has a network which people use to buy things. The service is accepted by both merchants and users. It is very hard to build the network possible to achieve this and it doesn't happen over night.
Look at Google Wallet. Google has more users than Facebook and they have not done much to dislodge Paypal.
The lesson here is that because a service is launched does necessarily mean that it will gain compatible traction. Also it takes many years to build a usable network.
If someone cant buy an item online (the service is limited) then they wont use the service. If there are no users with a service, then a merchant wont use the service.
I am not saying that it will never gain traction but that it will take many years and like many other products it may not fly. 1.9B really has no relevance with the current revenue stream and we wont know more until at least a couple of years if it every gains traction.
I think it makes sense, assuming FB has good earnings. I'm just not sure if they do. I could definitely see a big sell off on mediocre earnings.
This is just a thought, since I actually expect good earnings. I've hedged toward the stock moving upward, but, basically, I've decided just to survive and attempt to muddle along after earnings.
also attributes wrong/no names to posts. (bizarre censorship, etc. often makes me wonder about the company.)
FB trades in *such* a controlled manner; IT'S MM's HAVE A MONEY-MAKING FORMULA.
--it has VERY predictable intraday, and day-to-day patterns;
--the weekly opex trading scenario is VERY reliable;
--its channel behavior--pretty doggone reliable.
so why [mess] this up??
trading FB stock is profitable to several interested parties:
--LT investors make money;
--options sellers *consistently* make money;
--astute traders are making money…
--MOST IMPORTANTLY INSTITUTIONAL DESKS are MAKING MONEY (*in an increasingly difficult trading environment*). these days, it is hard for i-banks to make money prop-trading.
SELL OFF FB ON GOOD ER, AND YOU RISK DAMAGING THIS CASH MACHINE. the mm's aren't finished with milking this cow just yet…heck, it's just a "teenager?"
if it runs this afternoon/tomorrow, (instead of selling off before the announcement) i am going to anticipate an even bigger pop after the ER/CC.
i am primarily an intraday trader of FB--not an investor. i trade both long and short within the day. but when i step back and think about it--the facts, as stated above--it begs the question: why would "they" mess this up?
sell FB off and you risk damaging an important component of the fleece: the less sophisticated traders and investors, and/including those finding new interest in owning/re-owning the shares.
i come from a merchant banking background--fundamental analysis an operations. but FB trades overwhelmingly on market mechanics. consider the mechanics--and the grease--which underly this money-making machine.
what do you think?
PayPal has 150 million users with recent Q2 revenue of $1.9B. Only 12% of FB MAU would generate $1.9B in added revenue to the current FB Qtr Revenue of $2.8B
FB opened new "Hyper-Growth Revenue" These features seamlessly morph FB into the cannibalization of eCommerce from EBay, Amazon, PayPal, Groupon, Overstock, YELP, OpenTable (Restaurant Reservations), Google Wallet, YELP, Pinterest.
If it gets past $70, I am going to make all longs spectacularly rich by selling all the shares I bought at $22. Onec I sell this stock will take off at a vertical incline for years, and make all those holding rich and powerful beyon their dreams.