Expect Twitter Stock Over 30 Today: Weiser

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Nov. 7 (Bloomberg) -- Brian Weiser, analyst at Pivotal Research, previews Twitter’s first day of trading, expectations for the end of the lockup period and potential advertising growth. He speaks on Bloomberg Television’s “Bloomberg Surveillance.”

I wouldn't be surprised to see a solid pop to the end of the day.

As we get close to our price target of $29, it feels close to a fair price.

It does limit the upside we would expect to see by the end of the day.

I wouldn't be surprised to see it over $30. are investors overlooking the supply on the market after the locked up.

-- period?

A lot of us lived through the facebook experience.

There undoubtedly will be a lot of shares that will come up, not just in the february lock up, but six months from now here it is long as the business continues to perform well.

There is no reason to believe that it will not hear it.

More revenue, we will see.

There is no reason to think they can't keep strong revenue growth which will in turn keep the stock going.

Sir martin sorrell, you have a question.

Good morning.

I got my usual torrent of information from you this morning.

I was looking at your notes.

They came out just recently.

Most of the notes are about the share count.

The most interesting thing on earnings and tack rate -- tax rates.

What i am more interested in is advertising revenues -- mobile or otherwise.

Can you go into a little bit more detail?

$1.2 billion next year, whatever it is, in terms of revenues.

What portion of that will be advertising?

Is this another facebook or even google, as we were discussing?

Is this a branding medium?

Is that a pr medium?

Isn't it advertising medium?

-- is it an advertising medium?

As you know, a lot of this gets influence.

It can be all of the above.

One of the more interesting things -- let's take it high- level here.

Radio is not dissimilar.

Twitter is to facebook as radio is to television.

They can both satisfy different communications planning objectives, depending on your vantage point.

We are still saying advertisers figure out how to use it.

It is in many ways a different medium.

That is evolving.

The average advertiser who was spending money with them right now is spending $100,000. the vast majority are in the tens or lower hundreds of thousands of dollars.

This is early.

The other thing we are missing is the date opportunity -- very significant.

Not just a new media, but traditional media.

I think that is where the gold mine is.

We have to leave it there.

Thank you for joining us, brian.

Also here is paul kedrosky.

He comes at this from a venture see a solid pop to the end of the day.

As we get close to our price target of $29, it feels close to a fair price.

It does limit the upside we would expect to see by the end of the day.

I wouldn't be surprised to see it over $30. are investors overlooking the supply on the market after the locked up.

-- period?

A lot of us lived through the facebook experience.

There undoubtedly will be a lot of shares that will come up, not just in the february lock up, but six months from now here it is long as the business continues to perform well.

There is no reason to believe that it will not hear it.

More revenue, we will see.

There is no reason to think they can't keep strong revenue growth which will in turn keep the stock going.

Sir martin sorrell, you have a question.

Good morning.

I got my usual torrent of information from you this morning.

I was looking at your notes.

They came out just recently.

Most of the notes are about the share count.

The most interesting thing on earnings and tack rate -- tax rates.

What i am more interested in is advertising revenues -- mobile or otherwise.

Can you go into a little bit more detail?

$1.2 billion next year, whatever it is, in terms of revenues.

What portion of that will be advertising?

Is this another facebook or even google, as we were discussing?

Is this a branding medium?

Is that a pr medium?

Isn't it advertising medium?

-- is it an advertising medium?

As you know, a lot of this gets influence.

It can be all of the above.

One of the more interesting things -- let's take it high- level here.

Radio is not dissimilar.

Twitter is to facebook as radio is to television.

They can both satisfy different communications planning objectives, depending on your vantage point.

We are still saying advertisers figure out how to use it.

It is in many ways a different medium.

That is evolving.

The average advertiser who was spending money with them right now is spending $100,000. the vast majority are in the tens or lower hundreds of thousands of dollars.

This is early.

The other thing we are missing is the date opportunity -- very significant.

Not just a new media, but traditional media.

I think that is where the gold mine is.

We have to leave it there.

Thank you for joining us, brian.

Also here is paul kedrosky.

He comes at this from a venture

This text has been automatically generated. It may not be 100% accurate.

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