Cisto ekonomicky:
-za 8 rokov od vstupu na trh len 2x dosiahol zisk nakonci roka
-14.4. po uzavierke trhu mali akcionari z day one 0,18 USD zisk za kazdu akciu - so zapocitanim inflacie len z tohto roka je to stale strata
-hodnota akcie twitteru k 31.12.2021 bola okolo 43,3 USD
-GM sachs dal v reporte z Q4/2021 na 2022 - SELL a price target 30 USD
-GM Sach teraz radi spravnej rade ze 54,20/share je podhodnotena cena
-Morgan Stanley povedal Muskovi, ze mu da uver pri pripadnej kupe Twitteru
-Musk zrealizoval nakup 9% shares (73mil akcii) od januara do 14.3.2022. V tom case cena akcii klesla z 39-> 33 USD - kedze niekto to routoval cez darkpooly. Za cele obdobie nakupu boli len 2-3 dni s obchodovanym objemom cez 30milionov. Cena napriek tomu stale klesala v tyzdnovom trende, maly narast v den kedy bolo obchodovanych 48m akcii.
-vsetci sa stavaju na zadne, aj Blackrock,Vanguard, hoci myslim odmietli voting power.
Twitter je v USA najvplynejsia siet, lahko cenzurovatelna (staci potlacit usera/hashtag z "trending" zalozky), dlhorocne to je stratovy biznis, ale poskytuje velky vplyv na "narrative" a pred volbami.
Myslite si ze ponuka je fer? Ze odmietnutim spravna rada haji zaujmy investorov a nie vplyvu? Zverili by ste twitter Muskovi?
Hoci neviem ake ma Musk plany s twitterom bolo by zaujimave zrusit hlavny zdroj verejnej mienky z ruk najvplyvnejsich ludi.
Par komentov z twittru:
These people have more wealth than they can spend
Owning twitter for them isn't about money. In fact a lot of them will own it at a permanent loss
Primarily, it's about risk management by controlling public narratives against them
Secondary is to make you their slave
in short: elon buys 9 percent stake. is invited to board but inevitably slighted, so justifiably declines. makes offer to buy, now justified in selling 9 percent stake if rejected. board can accept, or decline and elon sells his stake. stock tanks. investors sue.
Elon is always a step ahead on these things:
1. Twitter accepts, he owns and protects free speech, shares rise.
2. Twitter rejects, he sells, and share price collapses.
3. #2 scenario + Elon uses all the publicity to build a new ‘Twitter’ for way less money.
EDIT:
Spravna rada aktivovala "poison pill" mechanizmus.
https://finance.yahoo.com/news/twitter- ... 05033.htmlThe board set up a shareholder rights plan, exercisable if a party acquires 15% of the stock without prior approval, lasting for one year only. The plan seeks to ensure that anyone taking control of the social media company through open market accumulation pays all shareholders an appropriate control premium, according to a statement Friday.
az na to, ze Elon ma 9%... riadne im lepi