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[Guest sthoztraderz]

On 12/19/2017 at 2:03 AM, rimmy2000 said:

^ (same poster, have two accounts and oft' get muddled)

 

 

[rimmy2000]

up 5% today, forming another base, took a small spread position at 3180 on the drop 30-July, closed for 244 points today. other positions held. Would have bought more on that drop but no funds

[rimmy2000]

I think it was an earnings beat. WIll have to come abck with more info, (unless anyone else can kindly summarize?)

Up 13% IN A DOWN MARKET

[phillo]

trading update - "earnings" beat  , amazing chart technical at the time

[rimmy2000]

yes, that would have been worth buying into, ahead of results.

Seen similar with BT today, when you get a few profit warnings in a row the marked revises down its estimates, and eventually you get a beat/ahead of expectations ?

personally I just ignore these in my portfolio as they are medium term holding, but starting to get traction back.

[rimmy2000]

Hi!

Today we are *hopefully* seeing a trend reveral. Currently about 17% up intraday and this time the fundamentals are playing out. Today results were released and you can see the shareholder letter for 2019 Q1 here >> https://s22.q4cdn.com/826641620/files/doc_financials/2019/q1/Q1-2019-Shareholder-Letter.pdf

So what have we got:

mDAU (monetisable daily average users) eg, real users, not 'bots' up 11% - growing user base.

Revenue up 18%

Op Mgn 12% and operating income $94m

Total US revenue was $432M, an increase of 25%.

Total international revenue was $355M

Total advertising revenue was $679M, +18%. Y/Y growth accelerated in the US relative to Q4, with ad revenue up 26%. 

 

So we are finally getting traction. 

 

Currently looking at $30bn valuation. Some sources (not me) are saying $100bn, or three fold increase. Who knows really, but short term this looks to be finally getting noticed.

 

My most recent purchase was to add more  on 11 feb at $31. Not huge but increased by what cash I had available. 
Finally I almost opened a dfb today at $36 but didn't get the price I was after. Never mind.

 

Not much more to say here except keep an eye on the growth story. I continue to hold.