FB is simply taking money away from old school media to its website, very productively, and it is sticky because its based on psychology of social behaviors, friends or contacts, and positive habits. However it is at risk to newer or more refined technologies, and changing ad models. Its simply a way to amass eye balls to generate advertisement revenue, however once it is proven that the newer generation does not buy based on ads, the ad revenue will shrink, most likely to about 1/10th by mid next decade. By then different generation technologies may compete we don't even know about. This company will mature a lot faster than most believe in my opinion, probably by the end of the decade.
I see it peaking in market cap by 2017-18... probably at about $250 a share max.
It would be best to get ahead of that as soon as possible. Profits will keep growing at this clip well into 2017.
Thus $100 a share is a joke from here, todays action is nothing !
Having said that probably by next decade the share price will be down to something reasonable, around $10.
Microsoft is scaling back operations. The following year will be challenging.
This stock already is up nearly 50% in a year, and the net profit is sinking. They probably via creative accounting made it look decent, and with the major layoff we shall see the outcome.
Mafia or Drug Dealers are illegal businesses but their revenue generation is great. LMAO.
I have no idea why the share price is this high, it makes no sense, just like the fake social company a few days ago worth Billions with little or no revenue...
Although Ackman may be an opportunist, atleast we have him to rid wall street of scammers, this company won't even show a proper balance sheet, the earnings are from memberships, that is the scam, and secondarily the earnings are from sales maybe, but there needs to be a new law stating that memberships fee's are the business model, and that members will most likely lose their investment.
Its disgusting that they prey on the needy.
I say it shouldn't be a public company.
Can you explain a bit more with detail, why it should tank and by how much in a normal world. Thanks.
Microchip sector is looking healthy going forward multiple quarters, and the slump has already ended given the demand picture and outlook from several prominent people, companies and product analysis.
The value is there, and the FED continues on a sustainable path, regardless of soft patches for a quarter, therefore you won't get much a bargain as any little dip will be followed up with a buy, thus MU now that the FED has cleared, and after this weeks global scare, should see price rise short term over $35 in July.
This sell off on MU is nothing but an amazing buying opportunity in the long run.
Way overpriced, should be near $20, the company value even with significant sales growth and diversity over the next 5 years would show in my opinion a $5 share.
This is an opportunist situation to IPO, raise capital in the coming months and try and grow out somehow given the intense competition in the coming years, and even now.
No way this is worth much more than Sony in Market Cap.
Take your earnings now before a reputable article comes out, and analysts start down sizing this equity price, because it will eventually go below the IPO price, and rightly so.
AAL target below $30 for next quarter.
Once a reputable article and a few reputable analysis occurs then the shares should dive below $20, from here it seems impossible, but the company is not worth more than $5 a share, however its a great company.
The equity price is insanely expensive. Anything over $25 in my opinion is a huge stretch, and the run cannot continue forever. Sooner or later investors will cool the equity price, and i suspect share price will be at $30 by August.
MNKD has nothing in any clinical pipeline that is new or do they ? I don't see any back up plan or growth plan beyond the next year. This will require further partnerships, funding, discovery after research, or buy outs. Therefore it is imperative that they invest maybe $100 million dollars before the end of 2016 to continue a clinical pipeline program in phase 2 and beyond with other molecules or devices.
Additionally there is a super high expense with running phase 4 studies over the next 2 years or less, and even beyond in order to support the marketability, safety and efficacy of the approval for larger growth into Europe and other markets and sustain longer term robust profit, this will again cost properly maybe close to another $100 million. In addition the studies may further hinder marketability if they come back negative, especially with a lung cancer link.
Additionally by the time market saturation is significant there will be further costs this year and next, and in addition without any clear strong partnerships present, will make it challenging to break even until close to the end of 2015 or mid 2016 with all the work.
Albeit, its a great advancement, and excellent to MNKD as they won't go bankrupt now, they have a lot of work cut out to prove a new technology, and make it real, and that costs lots of time, work, and some money.
Given the high market cap from dilution, and given other investment opportunities, it would be challenging for MNKD stock price to break $20 this year and even next winter. Thus any buy below $8 is inexpensive in my opinion for the medium term (2 years or less), and the range between $10-$14 is fair value, and anything higher is kind of not worth it, given all the variables i discussed.
This can change with super crystal clear guidance from management on the roll out plan, profitability, market details, and a better grip on expenditures, and a clearer vision on re-investment for longer term growth, while being vigilant.
Watch more more opinion coming your way.
Totally agree, way out of hand, and not just a bit, a lot. I don't understand how a huge company can suddenly in a microsecond add 40% market cap, that has taken almost 2 decades of investment, talent, hard work, luck, and sweat to build, can overnight with a small but significant breakthrough announcement, jump so much. Its not a massive market, or even a medium market, and in my opinion is a great thing, but common... the market cap was already high given the QE and given these programs started in the early 2000's.
I would say what is fair is a $10 increase at most over last quarter, that would make it a $75 stock.
Not a chance brother. They are totally different franchises, cant even compare.
Realistically if the DOW keeps stable and growing, there are lots of casino operators like the corrupt Goldman Sachs that are chasing results, they will rush into the equity so fast it will be in the $40's before anyone even notices. Now, given that we are in a mild bubble at the moment the QE justifies it, and additionally the USA equity market popularity this year justifies it, the share price can go above $60 by the end of the year. However to be conservative and take a calculated risk, anything in the $40's is quite inexpensive at the moment, and given how the markets are, its only a matter of time before the idiots are suggesting how cheap the $40's are, and that $80 is realistic... just give it a quarter or sooo...
Therefore todays moves are baby steps, nothing in the bigger picture, thus when we hit the low $40's i will sell.
MU should pop after close to $35, then continue over the summer with the QE everywhere into the mid $40's, they are in an up spending cycle with business in computers, and not into software databases, the hardware components used are in demand now.
The new amazon phone is amazing, and with touchless gestures builds on innovation, and with the infinite storage via cloud is a great start in innovation. They will also team up with BBRY in foreign countries to be announced tommorow at BBRY, and many other players. They are critical mass, and own the hardware platforms for video streaming and more.
Good bye Apple, they are finished or will weaken, this should yield SIGNFICANTLY slower growth for Apple going forward in the phone franchise.
I would sell here with a target of $65 for 2015 for apple.
If the next quarter things are stable, and/or getting better, and there is more robust growth, and the markets are stable, easily this will return to a normalized equity price at $20.
Having said that it may also get gradually worse, but the downside given the massive floor at these $12 levels over the past several years seem highly improbable.
The down side risk is much less now and the up side is more.
And if the growth trajectory in a year improves again, the animal spirits can easily bring it back to the $40 range.
Perceptions may shift and change swifty within the next quarter.
I anticipate now as the dust settles, the share price will move to about $15 soon.