Aether Industries Limited IPO Message Board (Page 27)

16. Monster Zero | Link | Bookmark | May 19, 2022 9:36:51 PM

IPO Guru (3100+ Posts, 2800+ Likes)

As they have not considered to leave anything for the Retail investors. Application will be based on last day subs with upi as mode of application.

15. abc xyz | Link | Bookmark | May 19, 2022 8:41:39 PM

IPO Guru (1400+ Posts, 1400+ Likes)

Valuation of this ipo is at 83 multiplication which is also the same valuation of Clean Science. Share the views in this regards.

15.1. Jetha Lal | Link | Bookmark | May 19, 2022 8:48:06 PM

IPO Guru (1000+ Posts, 2100+ Likes)

On FY22 annualised earning it's 65 times.
IPO price : Rs 642.
Dec'21 9M EPS : Rs7.45(FY22 Annualised: Rs9.93)
P/E = 642 ÷ 9.93 = 64.65 times.

14. Monster Zero | Link | Bookmark | May 18, 2022 3:18:34 PM

IPO Guru (3100+ Posts, 2800+ Likes)

if price offered is more than 632/- DO NOT APPLY. the company recently issued shares to fund managers @ 632/- per share.

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14.1. Monster Zero | Link | Bookmark | May 18, 2022 3:35:57 PM

IPO Guru (3100+ Posts, 2800+ Likes)

Fy 2021-2022
December quarter
EPS 2.45
2021-2022
9 months ended EPS 7.36
PE 632/7.36 = 86
Annualised EPS based on December 2021.
EPS 10.14
PE @632/10.14= 62

14.2. Jetha Lal | Link | Bookmark | May 18, 2022 3:45:40 PM

IPO Guru (1000+ Posts, 2100+ Likes)

This allotment was made in mid March'22.
Company financial and growth amazing.
+5% appreciation on last issue price can be tolerated.
I hope promoter doesn't become too greedy and make an interesting company unattractive due to valuation.
Keeping fingers crossed🤞🤞🤞

14.3. Monster Zero | Link | Bookmark | May 18, 2022 3:59:22 PM

IPO Guru (3100+ Posts, 2800+ Likes)

EPS dropped in December so 5% appreciation is not worth it. And it's not fair to ask more money from retail as nothing has changed in last 2 months, Infact conditions have become worst...they should bring ipo between 575-600...so that there is atleast 5-10% gmp left on the table. We still don't know the march 2022 EPS.

14.4. Jetha Lal | Link | Bookmark | May 18, 2022 4:04:52 PM

IPO Guru (1000+ Posts, 2100+ Likes)

I agree to your point wrt to drop in EPS and challenging economic condition for all companies.
Pre IPO institution investors get some premium because they have lock-in for 1 years so some reward is offered for extra risk they take.
I too believe that IPO price should be same to that price or minimal appreciation.

14.5. ganesh jaiswal | Link | Bookmark | May 18, 2022 5:03:08 PM

IPO Guru (1100+ Posts, 700+ Likes)

@MonsterZero ji
they priced it @ Rs 642 (Rs 10 face value + premium of 632).

But your point is correct, they should price this IPO between 550-600.

14.6. antarix | Link | Bookmark | May 19, 2022 8:34:27 PM

IPO Guru (1200+ Posts, 800+ Likes)

@Monster - They have priced it more than 632 so I am inclined towards your suggestion of not applying. 😊

14.7. StockTerminator | Link | Bookmark | June 3, 2022 12:08:22 PM

IPO Mentor (700+ Posts, 700+ Likes)

Kon kon isko follow karke pastaya?

13. 🎯 Big Bull 🎯 | Link | Bookmark | May 18, 2022 11:37:04 PM

IPO Guru (1000+ Posts, 700+ Likes)

Latest GMP please ?

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13.3. ganesh jaiswal | Link | Bookmark | May 19, 2022 4:20:33 PM

IPO Guru (1100+ Posts, 700+ Likes)

@Manoj Ji
I never tell anything about GMP.
in this IPO, I talked about the price only.

13.4. antarix | Link | Bookmark | May 19, 2022 8:32:26 PM

IPO Guru (1200+ Posts, 800+ Likes)

@ Manoj - I do not calculate GMP. Big Bull asked about the GMP and I mentioned it (with source).

12. Jetha Lal | Link | Bookmark | May 19, 2022 8:29:17 PM

IPO Guru (1000+ Posts, 2100+ Likes)

Concentration risk.
Not an analysis, just a fact.

11. Dalal | Link | Bookmark | May 19, 2022 8:00:04 PM (200+ Posts, 100+ Likes)

GMP 40

10. ganesh jaiswal | Link | Bookmark | May 19, 2022 5:32:39 AM

IPO Guru (1100+ Posts, 700+ Likes)

Price band 610-642, cut off price is same price at which the company did pre IPO placement to fund houses. @MonsterZero

Priced well. But market turbulence has its own repercussions on primary market. Cautious time

10.1. Monster Zero | Link | Bookmark | May 19, 2022 11:54:09 AM

IPO Guru (3100+ Posts, 2800+ Likes)

Gmp 40. Game begins

9. RONNE LEWIS | Link | Bookmark | May 19, 2022 2:00:04 AM

Aether Industries Limited IPO

Date : 24-May to 26-May-2022
FV : Rs 10
Price : Rs 610 - Rs 642
Market Lot : 23 Shares
App Amt : Rs 14,766
Size : Rs 800.89 Cr
Retail : 35%
Retail Form : 189,837
EMP : 7.15 Cr
QIB : 50%
NII : 15%
Listing At : BSE, NSE

Registrar : Link InTime
Allotment : 01-Jun-2022
Listing : 03-Jun-2022

8. Smile. | Link | Bookmark | May 18, 2022 9:23:35 PM

IPO Guru (1800+ Posts, 1100+ Likes)

Figures n growth opportunities looking good, just waiting for price band for final conclusion. Out of recent all this looks good candidate for long run.

7. Honey Bear | Link | Bookmark | May 18, 2022 5:31:21 PM

Where are it’s products used???
Atleast it’s main product!!

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7.3. Aparichit | Link | Bookmark | May 18, 2022 7:07:45 PM

The company is the sole manufacturer in India of chemicals such as
4-(2-Methoxyethyl) Phenol (4MEP), 3-Methoxy-2-Methylbenzoyl Chloride (MMBC),
Thiophene-2-Ethanol (T2E),
Ortho Tolyl Benzo Nitrile (OTBN), N-Octyl-D-Glucamine,
Delta-Valerolactone and Bifenthrin Alcohol.

7.4. RONNE LEWIS | Link | Bookmark | May 18, 2022 9:12:39 PM

@Jetha Lal and others
Too much dependency on pharma sector.Isn't it a risk?

6. antarix | Link | Bookmark | May 18, 2022 6:01:40 PM

IPO Guru (1200+ Posts, 800+ Likes)

Among company promotors are AAD Family Trust, PAD Family Trust and RAD Family Trust. So, promotors, keep your pricing such that your investors do not become a part of SAD Family Trust.

5. Ravu | Link | Bookmark | May 18, 2022 5:32:16 PM

IPO Mentor (700+ Posts, 400+ Likes)

Looks good .

OFS is around 25%
And not conflicting with other IPOs (PPL)

4. ganesh jaiswal | Link | Bookmark | May 18, 2022 4:59:45 PM

IPO Guru (1100+ Posts, 700+ Likes)

Objective of the issue is interesting
1. Debt reduction
2. Capex
3. working capital.

Financial are Ok Ok. Hope they price this issue between Rs 550-600

3. ~~MS ASSOCIATE~~ | Link | Bookmark | May 18, 2022 3:23:58 PM

IPO Open : 24-May-2022
IPO Close : 26-May-2022

2. The Nest | Link | Bookmark | May 18, 2022 2:53:14 PM

Top Contributor (300+ Posts, 200+ Likes)

Looking good....

Waiting for prize band...

1. Jetha Lal | Link | Bookmark | May 18, 2022 2:05:35 PM

IPO Guru (1000+ Posts, 2100+ Likes)

Outstanding growth and bright prospect ahead.
Waiting for price band. I wish promoter leave something on the table for investors.
Pure portfolio stock after clean science.

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17.2. ipobull | Link | Bookmark | June 3, 2022 1:18:11 AM

IPO Guru (1000+ Posts, 1000+ Likes)

I am also very happy to have got full allotment in sHNI category.

17.3. Jetha Lal | Link | Bookmark | June 3, 2022 2:45:42 AM

IPO Guru (1000+ Posts, 2100+ Likes)

@Ipobull ji
All the very best 🤞