Twitter Update

Twitter stock slumps 50 percent as Goldman, Deutsche Bank still say `buy’

13 hours ago – Reuters
Twitter stock slumps 50 percent as Goldman, Deutsche Bank still say `buy’By Supantha Mukherjee and Saqib Iqbal Ahmed(Reuters) – Twitter Inc investors who heeded the advice of high-profile banks such as Goldman Sachs Group Inc and Deutsche Bank AG to buy the social media company’s shares might be kicking themselves.

Much more accurate calls were made by Wells Fargo, Atlantic Equities , Macquarie Research, and Jack A. Bass ,who advised clients to get out of the high-flying stock about the time it peaked in December.

On Wednesday the stock fell as low as $37.24, 50 percent below its peak of $74.73 the day after Christmas, wiping almost $18 billion off Twitter’s market capitalization.

The downgrades, and the subsequent swoon by the stock, reflect concern about slowing growth in Twitter’s user base and the company’s ability to reverse the trend. Year-on-year growth in the number of Twitter users has fallen for five straight quarters, and the company said on Tuesday that its 255 million monthly users, on average, appeared to check the service less frequently than a year ago.

That in turn has fueled doubts that Twitter could one day attract as many users as Facebook Inc’s 1.2 billion, or match its much larger rival’s power as an advertising vehicle. It’s also raised questions over whether it can sustain growth over the long term. While no one is suggesting Twitter will lose its consumer cachet as happened to companies such as MySpace or Orkut, neither can anyone guarantee that as tastes change newer rivals won’t usurp it.

“Can they become a mainstream company? That’s the open question,” said Ben Schachter, the Macquarie Securities analyst who downgraded Twitter’s stock to “underperform” on December 27 – the day after it peaked.

It’s a far cry from the enthusiasm that greeted the company when it debuted on the New York Stock Exchange on November 7 and its shares soared 73 percent over the offering price. There was no let-up for the next two months, as the stock scaled fresh highs with little or no news to justify the valuation.

That got some analysts worried. Schachter, speaking to Reuters on Thursday, recalls a “runaway momentum.”

Arcan Resources Ltd Trade Alert

Arcan Resources Ltd(ARN:TSXV, CA)

1.09CADIncrease0.14(14.74%)Volume:
Above Average  575,000

Expand/Contract Level 2 Quote

 

Market Maker Shares Bid Price Ask Price Shares Market Maker
3,000 1.090 1.100 8,500
27,000 1.080 1.110 10,500
4,000 1.070 1.120 13,500
1,500 1.060 1.130 1,000
6,500 1.050 1.140 11,500
5,500 1.040 1.160 12,000
22,000 1.030 1.170 10,000
3,000 1.020 1.200 4,000
9,000 1.010 1.240 4,000
1,500 1.000 1.280 2,000

Arcan Resources: It is a Canadian oil and gas company which trades at the Toronto Venture stock exchange (ARN.V) and the U.S. stock exchange (ARNBF). It is a pure light oil producer which operates in the Beaverhill Lake formation of the Swan Hills region in Canada. This is where the grossly undervalued Second Wave Petroleum (SCS.TO) also operates as it was analyzed in Part 1. Arcan holds a large, contiguous land position in the Swan Hills oil play of 110,000 net acres (98% WI) which has excellent infrastructure (roads and pipelines) in place. It has identified more than 400 potential horizontal drilling locations as of today.

Arcan had a big drilling success in the first half of 2012 that boosted its share price. However the drop of the oil price, the natural production declines along with some operational disruptions and problems impacted the share price which dropped much in the second half of 2012. The company produced almost 4,000 boepd (99% oil and liquids) in the third quarter of 2012 and notes that the steep initial production declines from the newly drilled horizontal wells have now moderated. As of the latest report, Arcan estimates NAV per diluted share of $4.37 and 35.7 MMBOE total P+P reserves (96% oil).

Arcan has also initiated a Waterflood program in 2012 in both the DM#2 and Ethel areas. With the majority of the required infrastructure now in place, improved results are becoming apparent at wells closer to injectors. According to the company, the initial results are encouraging and Arcan anticipates that these results will translate to incremental reserve bookings by year end 2012 and in years to come. The effective waterflood techniques increase the production of the well from 50% to 120% according to the average industry data.

In addition, the vice president of engineering, Kevin Gunning, and the vice president of production, Kyle Baumgartner, were buying shares in September and October 2012 according to regulatory filings. Both are strong evidences that the waterflood program works and there are some satisfactory IP rates from those wells.

On top of that, a concerted cost focus in the latter half of 2012 and into 2013 is expected to deliver reductions in operating costs going forward and the new wells being drilled and completed at under $4.5 million per well, will generate very attractive rates of return. All that being said, I believe Arcan is a good buying opportunity currently.

Iron Ore Forecast from David Einhorn of Greenlight Capital

Iron ore, Newcastle

Iron ore, Newcastle (Photo credit: State Records NSW)

BHP Billiton (BHP : NYSE : US$70.74)

Rio Tinto (RIO : NYSE : US$49.98)

Vale (VALE : NYSE : US$18.32)

Labrador Iron Ore Royalty

 Nov . 1

Jeopardy Round

Q:  Who’s made his name by short selling Allied Capital, Lehman Brothers and Green Mountain Coffee Roasters?
A: Who is  David Einhorn, founder of Greenlight Capital, spoke at the Great Investor’s Best Ideas investment conference in Dallas this week and revealed a new short idea – IRON ORE. This is according to the Business Insider, who quoted the Twitter feed of portfolio manager, Leo Isaak of Axios Capital Advisors, who was present at the conference.

Einhorn apparently said:

Short iron ore. It’s cheaper for China to import ore from Australia than to get it from their own ground. Ore was less the $20 in ’03; in ’11 it was over $160. Higher ore prices flowed to the bottom lie; forecasts of Chinese industrial growth has been far overestimated. Iron ore is very plentiful and new supply is coming on from Africa and Canada. Ore supply is expected to grow mid-teens over next few years.

Supply exceeds demands but miners are in a middle of massive expansion.  Miners can’t cut projects because they will strand billions in capital. Iron ore is in a bubble and predicts the price couldfall to $100 per ton next year, and then will be below $80 a ton in the next year as China’s slowing economy. but could go, lower by 2014 – $60 a ton. 
 

Click here  for  investment profits and much more detail on the ins and outs of investing in gold

New Year’s Resolution : Improve Portfolio Results

Stock Market Magic = Strategy , Selection , Knowledge

Step Up Your Game

500 pages of Investing Strategy and Selections –

All You Need To Succeed In Today’s Market

Are Your Investing Results Mediocre ?

You can make the change :

Ask yourself the hard questions – what are my expectations/ results and what must I do to change if the results aren’t what you want.

You don’t have to have a 500 page plan like that outlined in my book – but no plan is a plan for no success ( pardon the lack of grammar ).

How many books on investing did you read this year ?

What are you doing differently from last year ?

Don’t remain in denial – face your demons and move up to success .

All You Need To Succeed –

in 500 pages of Investing Strategy

and Selections Available now at Amazon .com

 
Stock Market Magic: Building Your Apprentice Millionaire Portfolio 2012: All you need to succeed in today's stock market

Stock Market Magic: Building Your Apprentice Millionaire Portfolio 2012: All you need to succeed in today’s stock market [Paperback]

Jack A. Bass (Author)

5.0 out of 5 stars  See all reviews (2 customer reviews) | Like 1678

 

Bob Farrell: Don't join the herd.

Stock Market Magic = Strategy , Selection , Knowledge

Don’t join the herd.

500 pages of Investing Strategy and Selections – All You Need To Succeed

Posted: August 4, 2012 | Author:  | Filed under: AMP Books and Seminars | Tags:  | 1 Comment »

Are Your Investing Results Mediocre ?

You can make the change :

Ask yourself the hard questions – what are my expectations/ results and what must I do to change if the results aren’t what you want.

You don’t have to have a 500 page plan like that outlined in my book – but no plan is a plan for no success ( pardon the lack of grammar ).

How many books on investing did you read this year ?

What are you doing differently from last year ?

Don’t remain in denial – face your demons and move up to success .

All You Need To Succeed –

in 500 pages of Investing Strategy

and Selections Available now at Amazon .com

Stock Market Magic: Building Your Apprentice Millionaire Portfolio 2012: All you need to succeed in today's stock market

Stock Market Magic: Building Your Apprentice Millionaire Portfolio 2012: All you need to succeed in today’s stock market [Paperback]

Jack A. Bass (Author)

5.0 out of 5 stars  See all reviews (2 customer reviews) | Like 1678

Bob Farrell: Don't join the herd.

Motley Fool Picks Google for THE Cloud Computing Winner

Image representing Bill Gates as depicted in C...

Image via CrunchBase

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500 pages of Investing Strategy and Selections – All You Need To Succeed

Posted: August 4, 2012 | Author:  | Filed under: AMP Books and Seminars | Tags: , | Modify: Edit this | Leave a comment »

Are Your Investing Results Mediocre ?

You can make the change :

Ask yourself the hard questions – what are my expectations/ results and what must I do to change if the results aren’t what you want.

You don’t have to have a 500 page plan like that outlined in my book – but no plan is a plan for no success ( pardon the lack of grammar ).

How many books on investing did you read this year ?

What are you doing differently from last year ?

Don’t remain in denial – face your demons and move up to success .

 

All You Need To Succeed –

in 500 pages of Investing Strategy

and Selections

Available now at Amazon .com

Stock Market Magic: Building Your Apprentice Millionaire Portfolio 2012: All you need to succeed in today's stock market

Oracle Buys Into Social Media With Involver Takeover

Image representing Involver as depicted in Cru...

Image representing Oracle Corporation as depic...
Image via CrunchBase

 

July 11

Oracle the world’s largest maker of database software, is buying Involver Inc., the third acquisition in two months aimed at helping customers use social-media tools to market wares and run their businesses (according to Bloomberg)

Closely held Involver makes software tools that let companies interact with customers on Facebook Inc. and Twitter Inc.’s social-networking services. Its products also let marketers create customized Facebook pages to represent their brands. Terms of the deal weren’t disclosed.

Chief Executive Officer Larry Ellison is using dealmaking to step up rivalry with Microsoft Corp. and Salesforce.com Inc. in the market for social-media software. Oracle said in May that it’s buying Vitrue Inc., which helps companies run marketing campaigns on Facebook and Twitter. It announced plans the following month to buy Collective Intellect Inc., which analyzes customer data culled from websites.

 “Companies are looking to harness the full potential of social media to increase brand loyalty, connect with potential customers and anticipate buyers’ needs,” Redwood City, California-based Oracle said on its website. “The combination of Involver with Oracle is expected to create the most advanced and comprehensive cloud-based social platform across marketing, sales and service touchpoints.”

Salesforce said on June 4 that it would pay US$689-million for Buddy Media Inc., which helps companies create social media campaigns. Weeks later, Microsoft said it agreed to pay US$1.2-billion for Yammer Inc., maker of software that lets employees collaborate in the workplace.

Customers of Involver include Best Buy Co. Inc., Toys “R” Us Inc. and Viacom Inc.’s MTV Networks, according to Involver’s website.

The market for social-media management tools will more than double to US$970-million in 2016, from US$389-million this year, according to Forrester Research Inc. This category includes Facebook page managers such as Buddy Media, as well as so-called “listening platforms,” which let businesses monitor conversations about their brands on social networks.

Apple Mountain Lion Top Ten Features

Image representing Apple as depicted in CrunchBase

Image via CrunchBase

from Calum Henderson

a link back to the original post http://calumhenderson.com/technology/top-10-mountain-lion

Less than one year after Lion dropped on the Mac App Store, we’ve been given a deep look into Mountain Lion which is due for a July release. After my look at the top 5 features in iOS 6 from yesterday, today I’ve decided to give some love to the Mac. So here are the top 10 new features in Mountain Lion (according to me).

Facebook and Twitter Integration

Facebook and Twitter have been integrated throughout the entire operating system. This means you can log in with Facebook and Twitter in System Preferences and that’s it. Other Apps can access this information and you don’t need to worry about signing on again. Also, you can Tweet and post to Facebook straight from the share sheet found in Safari and other Apps (including Quick View!) and you can Tweet and post in notification center. Finally, your contact information is connected with Twitter and Facebook so that email addresses and phone numbers are automagically (that’s the word Apple will use, especially after resolutionary…) updated. Not sure how this will work or how annoying it’ll be when it accidentally deletes all of my contacts…

Unification of Apple ID and Phone Number

This is perhaps my favourite feature. You can now link your Apple ID and phone number so that when somebody sends you a message or calls you via FaceTime, you will receive it on all devices no matter what they use to call you. Both your phone number and Apple ID will work for everything. (I don’t know how this will work yet…)

Notification Center

I like it on my iPhone and iPad, and I’m looking forward to it on my Mac. Notification center will get rid of annoying centre screen notifications such as iCal event reminders and others. It’ll also make Twitter @ replies more noticeable. Anyway, check out the video below for details of integration.

iCloud Tabs

Just like I mentioned yesterday, you will now be able to view tabs in Safari from one device on another. So if you’re researching for a blog post on the train home on your iPad and you have a number of tabs open in Safari, then you’ll be able to view those tabs on your Mac when you get home, and you’ll be able to view those tabs on your iPhone when you’re in bed. Marvellous.

Dictation

Siri may not have come to the Mac yet, but dictation is a good first step. Anywhere you can see a cursor on your make, you can now use dictation. Just double tap the function key and you can talk to your Mac. I’m looking forward to seeing how easy to use this will be, and how accurately it’ll interpret my voice.

AirPlay Mirroring

This is perhaps my favourite feature in Mountain Lion, that is the ability to wirelessly show your computer screen on your HDTV via an Apple TV. I’m excited for few flash-based video on the Apple TV and also excited to see this being used as a presentation tool. I’m already convinced that every projector should have an Apple TV connected to it to mirror an iPad or iPhone display, and now that you can mirror a Mac display I am definitely convinced!

iOS Apps

There is a host of iOS Apps that are making their way across to the Mac, including Reminders, Messages, Notes and Game Center. These will all sync wireless via iCloud (goodbye Evernote) and look almost identical to their iOS counterparts. In addition, Address Book and iCal are being renamed to Contacts and Calendar respectively.

Full Screen On Any Display

At the moment, if you are running two displays and go full screen on one, this is what you see on the other…

Software Updates in Mac App Store

Instead of receiving pesky Software Update alerts that require you to restart your computer at inconvenient times, Apple is now allowing you to update the OS via the Mac App Store. As well as download updates for Apps in the background so that they’re ready to update as soon as you are. Lovely.

$20!

Apple has announced that you will be able to get all of these great features and 200 more for only US$20. Seeing as it’s only been one year since the last update I would expect it to be cheap, at least as cheap as last years Lion update ($30). And $20 seems like a cheap price. I mean, I would pay $20 for Airplay alone! It is definitely my favourite feature.

What about you, what is your favourite feature in Mountain Lion? Answer in the comments below.

And while you’re at it, check out the video Apple has made showing off some of the best features of Mountain Lion.

Linkedin – Boost From Goldman Sachs

Image representing LinkedIn as depicted in Cru...

Image via CrunchBase

LinkedIn (LNKD : NYSE : US$97.78, Volume: 8,466,582

March 22

Shares of LinkedIn got a boost Wednesday after Goldman Sachs upgraded the stock to a bullish rating citing high demand for its hiring-related services.

The analyst said there was a “high perceived value” of LinkedIn among recruiters. He went on to say that the company was well positioned to benefit from an increase in mobile usage due to it reliance on its own subscriptions as opposed to advertising which will be “a key factor in driving outperformance in the sector over the next few years.”

Canaccord  is also bullish on LinkedIn, calling it the default network for professionals and highlighting its differentiation from other social networks as he believes most users want to keep their professional profiles separate from their personal ones.It sees the following as key leverage points for the company

Going forward: international member growth, higher member engagement and large corporate customers adding more seats. Expect to see high marketing spend in 2012, he believes 2013 should start to show operating leverage and he expects earnings growth to accelerate.

BOTH The E-book Apprentice Millionaire Portfolio

                And the Print Edition  of  

Stock Market Magic : Building Your Apprentice Millionaire Portfolio

              are  AVAILABLE NOW     on www.amazon.com

 (the print edition  – 500 pages soft cover )

  We are interested in finding marketing partners for our books and workshops. Reply to jackabass@gmail.com

 Management website  www.jackbassteam.com

Twitter   jack25bc  

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New Zealand Energy – New Prentation

Example of 'True vertical depth', Line (a) is ...

Example of 'True vertical depth', Line (a) is the 'true vertical depth', Line (b) is the borehole of an oilwell (Photo credit: Wikipedia)

New Zealand Energy* (NZ : TSX-V : $3.15)

March 22

The stock has dropped as the company tests the drill results – why ?? Dunno.

The company has posted a new presentation to its website. From the presentation, we learn that net proceeds of the offering will be used for:

 i) Eltham Permit (100% owned) – $26 million – six wells drilled and cased, three wells completed, Provision for two additional production facilities and gas conservation;

 ii) Alton Permit (65% owned) – ~$6.1 million – 3D seismic survey, two wells drilled and cased;

iii) Ranui Permit (100% owned) – $1.25 million – Technical and geological studies, including 2D seismic;

iv) Castlepoint Permit (100% owned) – $6.1 million – Technical and geological studies, including 2D seismic, 1 exploration well drilled, and

v) balance going to working capital. Prior to the closing of the equity offering,

NZ provided an update on its Copper

Moki-3 (CM-3) well. CM-3 was drilled through the Urenui and Mt. Messenger formations to the deeper Moki formation, with a measured depth of 3,167 metres and true vertical depth of 2,633 metres. NZ ran open hole logs and has completed casing to total depth. The company will be testing both the Moki and Mt. Messenger formations. NZ will perforate and test the Moki formation first and determine next steps for the well based on those results. Following perforation of CM-3 the rig will be repositioned on the same drill pad to spud CM-4, which will target the Urenui and Mt. Messenger formations.

NZ’s 2012 production exit rate guidance is currently 3,000 boe/d.

BOTH The E-book Apprentice Millionaire Portfolio

                And the Print Edition  of  

Stock Market Magic : Building Your Apprentice Millionaire Portfolio

                are  AVAILABLE NOW     on www.amazon.com

 (the print edition  – 500 pages soft cover )

  We are interested in finding marketing partners for our books and workshops. Reply to jackabass@gmail.com 

Management website  www.jackbassteam.com

Twitter   jack25bc 

Our new video link You Tube Videos http://www.youtube.com/user/JackAssociates/feed

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