LOL, not really, it is just about a revenue and profit projection. Remember it is a low float stock, and the daily volume is more than the total share outstanding. GPRO is just a trading vehicle now, there is nothing about the company itself. The market just want you to get excited (for BOTH the long and short) and then they can make money.
Does any analyst need fact to raise price target? Citi just twist its model at little bit to satisfy its client o keep the rice up.
At current price level, there I nothing about the stock fundamental, it is just a supple and demand story: someone has the mean and ability to move the GPRO stock higher. So before they are down with it, it will be this way for a while
No sure about that. at current price point, it can go either way as the hedge funds want. it is essentially just a game: Bulls make money, Bears make money, and Pigs get slaughtered.
I think you misunderstand the FED, it is the FED who want the Banks to do that, so that the stock market can be high enough to support both the economy and moral. Now the economy is recovering and FED now is stopping the money print hoping that with the economy and salary raise, the people can sustain some soft landing of a bear stock market.
I am not sure if it is a short. however I am pretty sure it is NOT a buy anyway.
1. The total market cap is about 190B, which is about 1/2 of Google, while the revenu is about 1/4 of google.
2. The revenue growth are mainly from the ad price increases (more than 100%) and I don't think they can increase their price to another 100%.
3. When they keep growing, they will need to gain market share from google etc. so they are more close to google's revenue growth rate than we expect. (which is about 20%).
While enjoying the wonderful number, the ugly will come in the future (maybe in one years)
The revenue comes from their ad price increase (100 CPM and 30% CPC), not for the user click number. The user total click number is about the same.
So they are fine right now as long as the big company is willing to pay more for their ads.
I think FB will beat the estimate in Q2 earning.
FB's ad price has inceased above 100% for CPM and about 30% CPC,so as average, its revenue will have about 60% increase, which is a easy beat for 55% estimate.
The key question is in the future, how long FB can enjoy this kind of price increase.
Some waring signs:
1. If you look at the CPM and CPC number, both the number of click-through and click-for like are flat year over year. So there is no much growth as total numbe rof clicks for all users.
2. The price of FB's CPM is about 30% lower than google's search price, and both the company's CPC price is about the same (plus or minus 10%).
So while I am sure FB will have a wonderful Q2, I am not sure the share price of FB will as impressive as the Q2 number.
I don't know what to say. It is just a company with more debt than asset, no revenue growth, inflate earning with buy-back, tax manipulation and pro-formula...
However, I have to agree with you because at least it is cash flow positive, so it is actually not THAT bad.
I don't think partner is in the picture yet. Actually it was decided when the PR indicated that Joe Z would not get any bonus for "new" FDA milestone.
There were hints that AMRN won't fight with FDA, and instead set the "new" goal for favorable label. thus AMRN will focus on sales and it is possible they will stop reduce-it trial in the near future.
I think it is a good news, Because:
The 12/20 FDA rejection is a known fact, so it won't be the cause of the CEO step down, and the prescription number is not so bad for he to step down either. So the CEO's step down more likely opens the door for being bought by someone who was #$%$ off but him.
Well, It is exciting because:
1. The immediate downturn has been stopped.
2. The company's plan sounds reasonable, and now it all depends on execution.
3. There are still some hopes in the future (i.e. the revenue number, slim chance of FDA overturn, etc.) and the market is all about expectations and hopes.
Yes, they have to pay back about $150M in three years for those $100M loan. then they chose to do secondary for another $120 instead get any partnership for one year.
How can you think that they can get partnership quickly now?
The problem is that, with the current management, Amarin failed to get buyout, instead chose $100M loan with 50% interest in three years; Amarin failed to get any partnership with reduce-it solo; AMRN did not have any plan of labeling and FDA negotiation after three weeks of Aadcom. Are you still hope something good come out from the current management?
I am not sure though. The dump is still going on, the CC won't be encouraging either. better wait after CC.