Is Facebook IPO more like Google or Groupon?

[Coronita]

[quote=livinincali]ZNGA might be worth a flyer at $1 maybe $0.50/sh. They do make a little bit of money.[/quote]

The sad part is 1 share can’t even buy 1 small jamba juice anymore 🙁

[The-Shoveler]

Well here is one way to boost ad revenue.

“A start-up company, claims that 80% of its ad clicks on Facebook have been coming from bots and will be deleting their page. They claim We built our own analytic software. Here’s what we found: on about 80% of the clicks Facebook was charging us for, JavaScript wasn’t on … The 80% of clicks we were paying for were from bots. ”

Also saw a news article claiming that if you don’t have a Facebook page you may be considered a danger to society…

Me I think they must be getting desperate. I am sure they don’t want to become the next myspace….

[patb]

http://www.zerohedge.com/news/teenbook-fb-drops-under-20-first-time-ever

facebook falls below into the teens.

F ninaprincess had $20K, now she has 10k and the stock hasn’t even hit lockup.

I suspect that a lot of options holders are now underwater, and people with restricted shares will try and dump now before it goes tits up.

if FB is faking it’s revenue with bots and is in free fall it could end up a penny stock.

funny it went from IPO to shreholder lawsuit in 48 hours, now, it could go from IPO to delisted before the restricted shares start to trade.

[Coronita]

Those FB put options at $27 looking pretty tasty now…

[quote=markmax33][quote=ninaprincess]Wow, these are scary allegations if true. I watched the 60 minutes clip on Groupon and I don’t trust that CEO at all. I think I will hold on to my money for now. Thanks very much for your advice.[/quote]

Nina,
The below information is pretty false. Google’s success is in advertisement from the those little ads at the top of and side of the screen you see all the time. Groupon is not an ad company and has a huge transaction fee for everything. Zynga and Facebook are exactly the same as Google, they will make money from ads and go through the roof as ad budgets get shifted from TV to online. It is shifting like 2-3% per year AND the estimated amount of ad revenue Facebook makes from each user is about $125/user. It is a very powerful business model for those that truly understand this is not a web stock. Take it from someone who called Google, Apple, Chipotle, VMware, etc. Don’t let the anyone over 35 give you advice on a tech stock. Watch the under 35 crowed and see what they are doing and you’ll find the next successful company.[/quote]

I guess some of us >35 year old but < 40 year old who survived web 1.0 were kinda right after all...

[sdrealtor]

Wont be long before a share of ZNGA is below the cost of a cup of coffee

[an]

Talking about FB, I find this article kinda funny: http://economy.money.cnn.com/2012/08/02/california-facebook/?iid=HP_LN

[Coronita]

[quote=sdrealtor]Wont be long before a share of ZNGA is below the cost of a cup of coffee[/quote]

You get pretty cheap coffee 🙂

[Coronita]

http://www.cnn.com/2012/08/02/tech/social-media/facebook-fake-accounts/index.html?hpt=hp_t2

83 million facebook accounts are fake …

And Lol FB wants to shut them down…..Yeah, I’m so glad I’m not a FB user.

[SK in CV]

[quote=patb]funny it went from IPO to shreholder lawsuit in 48 hours, now, it could go from IPO to delisted before the restricted shares start to trade.[/quote]

Facebook isn’t going to get delisted. It’s current quarter earnings notwithstanding, it is still making money. It has value. The problem is not primarily an internal problem, it’s an external problem. It has real value. But it’s over-valued. Somewhere along the line they are likely to figure out how to monetize what they have, and they may even become worth their IPO price. But until then, they’re a fabulously well capitalized (possibly the best ever) company.

[briansd1]

Facebook is such a waste of time. I’d rather be on piggington as my entertainment for the day.

[Coronita]

[quote=briansd1]Facebook is such a waste of time. I’d rather be on piggington as my entertainment for the day.[/quote]

lol. +1

[patb]

[quote=SK in CV][quote=patb]funny it went from IPO to shreholder lawsuit in 48 hours, now, it could go from IPO to delisted before the restricted shares start to trade.[/quote]

Facebook isn’t going to get delisted. It’s current quarter earnings notwithstanding, it is still making money. It has value. The problem is not primarily an internal problem, it’s an external problem. It has real value. But it’s over-valued. Somewhere along the line they are likely to figure out how to monetize what they have, and they may even become worth their IPO price. But until then, they’re a fabulously well capitalized (possibly the best ever) company.[/quote]

perhaps but you seem to be discounting the click fraud scandal.

if it’s real, FB revenue number collapses, given they spend 75% of their revenue, they will have to either slash salary or spending. I don’t see them buying ads, so it’s got to be internl spending.

[SK in CV]

[quote=patb]
perhaps but you seem to be discounting the click fraud scandal.

if it’s real, FB revenue number collapses, given they spend 75% of their revenue, they will have to either slash salary or spending. I don’t see them buying ads, so it’s got to be internl spending.[/quote]

Yeah, if that expands, they have some trouble. But their net tangible value is almost $15 billion, with more than $10 billion of that cash and eqivilents. They have the capacity to start over, and rebuild revenue, even if it takes a couple years to get back to where they are now, without slashing anything

[Coronita]

zyggggggggggggggggna!!!!!!!!!!!!!!!!!

Zynga COO John Schappert leaves

http://finance.yahoo.com/news/zynga-coo-john-schappert-leaves-213337733.html

Faceeeeeeeeboook…

Facebook platform executive leaves…

http://pandodaily.com/news/facebook-platform-executive-leaves-company/

You know what is truely disgusting about Web 2.0 companies??? You know in the past Web 1.0 companies, employees and insiders would at least TRY to stay for about 1-2 years post ipo..

These new web 2.0 employees don’t even bother to try. The moment the shit hits the fan, they’re out the door… Once folks figure out the IPO was complete dud…bye bye…

Nice huh? The future of america is gonna look very very interesting…Absolutely disgusting….

[SK in CV]

[quote=flu]
These new web 2.0 employees don’t even bother to try. The moment the shit hits the fan, they’re out the door… Once folks figure out the IPO was complete dud…bye bye…

Nice huh? The future of america is gonna look very very interesting…Absolutely disgusting….[/quote]

From the standpoint of the company, the Facebook IPO was a raging success. Possibly the best of all time. They got MORE than the company is worth. Hardly a dud.

[Author]

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