Ami Organics Limited IPO Message Board (Page 20)

*Vijaya : 9 (IPO Price 531)*

*Ami : 45 (IPO Price 610)*

55.Buyer

Gmp walo ke liye

Ami org
gmp @ 50-55

@aniketiaf

Any comments on naapbooks IPO ( SME )

THANKS IN ADVANCE

Naapbook ipo (SME)

Top and bottom line of Naapbook is growing but very slowly
Company belonging to an evergreen IT sector

But

It''s asking a price equipment to Tech Mahendra PE ( both at 30 PE , even Infosys is trading at around 35 PE )

Also
It is a Sme IPO (Very high risk associated) where LM having a major role in subscription/Listing gain but unfortunately it''s LM is " GYR Capital Advisors Limited " which is handling it''s very first IPO hence it is advisable to avoid this IPO.

If anyone is so intended to apply in SME, then Platinumone Business Services Limited IPO (SME) may become a better choice.

One more thing must be considered, SMEs are performing very poorly since last 3/4 years. Neither the Fundamentals nor the Subscription figure will boost a SME for a good listing gain.

Thanks.

equipment = equivalent

Typo

Dear admin, guru and members

This page update has made me to easily convert one language text to English language easily with the help of Google.

Now all the members can give your views in your own language and there may not be any communication barriers.

This help everyone

Thanks 👍

Achha foreigner ke liye easy rahega.. Angrez logo ko bahot takleef hota tha !! 😉😏😎

Apply for + - nominal gain / loss ..

I applied my 50% capacity..

Not a worry

Risk he to ???

Last day fancy .

Upi bid for 100% capacity.

is there a font change @ chittorgarh ? or I am feeling different...

Even I''m experiencing the same....

Falling GMPs, exorbitant valuations, steeply priced offers, high reduction in promoter stake, large portions as offers for sale have all contributed to reducing investor confidence. Even after seeing the bloodshed of August 2021, companies like Ami Organics and Vijay Diagnostic haven''t left anything on the table. It just corroborates the assumption that companies take retail and HNI investors very lightly. They think we are fools and will keep on investing. But, let me tell you, companies, at least some of us will learn from our mistakes and make our IPO screening process even stricter and sharper. Gone are the days when GMP singlehandedly influenced the IPO subscription. Even going by the subscription numbers of last day won''t cut it anymore. We won''t keep applying.

And perhaps then your lot will learn a lesson. If you want to enter the markets, respect the facilitators i.e. investors. Plus, in any case, it''s best to stick to highly-rated IPOs. Someone in here had listed all the IPOs scheduled for the rest of the fiscal like HDFC Securities. Focus on them. It''s time to be choosy so that at least the Q2 IPOs show us some respect. It''s about time.

Rant ends.

True. I think we can only except reasonable IPO valuations from good quality managements and promoters and leave something on the table for investors irrespective of market volatility. These are some of the IPOs that may come in this financial year:

1. Bajaj Energy
2. HDFC Sec
3. HDB Financial
4. Aditya Birla MF

These IPOs might be expensive but have good promoters and very good future growth prospects:
1. Paytm
2. Nykaa
3. Policybazaar

Car trade is available at heavy discount in market even after over 20 times subscription. This issue may not fare any better

Preferential allotment @603 ..to aug 10

Plutus wealth

Ami Organics - For those who care beyond the GMP (based on FY21 consolidated financials & post-money (top end of the price band)):

Tax Adj. RoCE (%): 18.9%
RoE (%): 32.3%

EV / Revenue (X): 6.3x
EV / EBITDA (X): 26.9x
P / E (X): 41.2x

Nothing special at all about this so called Specialty Chemical company. The revenue jump of FY21 is completely misleading as the operating cash generation in FY21 has been very poor and is same as that of FY20 despite a 40%+ revenue growth. There are numerous other better quality and truly Specialty Chemical companies that are listed which could be bought into! Current GMP of under 10% is also absolutely uninspiring and so apply only if you''re happy to gamble a bit!

They acquired a company which has lower margins. This will further strain all ratios. Management indicated couple quarters to adjust but I doubt that as competition is increasing .
Nothing special, yet another speciality chemical company.

Ami premium 40 buyer

What is the present grey market premium?

GMP 0 and only sellers. Bear attack coming soon I guess.

**Mistake GMP 50 Sellers..

Kya baat hai? Koi GMP pe update nahi de raha.😂

Experienced members/traders might be planning on shorting instead of IPO given the market condition. Shorters hit jackpot if their luck favors in single day. IPO will do badly in such situation.

New Look To Page

I Like this

Ami Organics IPO – Schedule *(Tentative)*

27th Aug – Announcement of Price Band
31st Aug – Anchor Investors Allotment
01st Sept – Offer Opens
03rd Sept – Offer Closes
08th Sept – Finalisation of Basis of Allotment
09th Sept – Unblocking of ASBA Accounts
13th Sept – Credit of Equity Shares to Depository Accounts
14th Sept – Commencement of Trading


Ami Organics IPO – Issue Information *(Tentative)*

Issue Opens on: 01 September 2021
Issue Closes on: 03 September 2021
Issue Type: Book Built Issue IPO
Issue Size: 93,76,349 Shares
Face Value: Rs.10/- per Share
Issue Price: Rs.600 – Rs.603 Share *(Tentative)*
Discount: NIL
Market Lot: 24 Shares
Listing At: NSE, BSE

Equity Shares outstanding prior to the Issue = 3,15,00,000 Shares
Fresh Issue of 33,16,749 Shares @603/- = Rs.200.00Crs
Offer for Sale of 60,59,600 Shares @603/- = Rs.365.39Crs
Equity Shares outstanding after the Issue = 3,48,16,749 Shares

Category-wise Break up:
Anchor – 28,12,905 Shares = 169.62Crs
QIB – 18,75,270 Shares = 113.08Crs
NII – 14,06,452 Shares = 84.81Crs
RII – 32,81,722 Shares = 197.89Crs (Lot size: 24 = 1,36,738 Forms)
Total Issue – 93,76,349 Shares = 565.39Crs.

Subscription required for 1X
RII = 1,36,738 Forms
NII = 84.81 Crs


Ami Organics IPO – Financial Information (Basis of Valuation)

The information is collated from the following documents:
1) DRHP = Draft Red Herring Prospectus Dated June 04, 2021 (403 pages)

EPS for FY18-19 >>> Rs 07.40 (Page #90 of DRHP)
EPS for FY19-20 >>> Rs.08.72 (Page #90 of DRHP)
EPS for FY20-21 >>> Rs.17.14 (Page #90 of DRHP)

RoNW for FY18-19 >>> 28.33% (Page #91 of DRHP)
RoNW for FY19-20 >>> 24.57% (Page #91 of DRHP)
RoNW for FY20-21 >>> 32.35% (Page #91 of DRHP)

NAV as on March 31, 2021 was Rs.52.99 (Page #91 of DRHP)

Listed Industry Peer Group (Page #97 of DRHP): Aarti Industries, Hikal, Valiant Organics, Vinati Organics, Neuland Laboratories, Atul

Salute to your research and always admire your comments... I have bought all IPO''s recommended by Eagle eye... Thanks for your all time true comments

eagle eye --- what is the premium

Ami premium 56 buyer
Lagne ka chance 20 per 1
Subject to 700 to 1000/-
Normal 0

how come total asset got doubled in such covid times that surprise me

that''s not a surprise, I did audit of a company which manufacture Railway Lines. It has also bought assets for a new plant in the covid times

Ami Organics Limited IPO - final

Date : 1-3, September-2021
FV : Rs 10
Price : Rs 603 - Rs 610
Market Lot : 24 Shares
App Amt : Rs 14,640
Size : Rs 569.64 Cr
Retail : 35%
Retail Form : 1,36,138
QIB : 50%
NII : 15%
Listing At : BSE, NSE

Registrar : Link Intime
Allotment : 9-September-2021
Listing : 14-September-2021

RII – 38,62,153 Shares = 232.89Crs (Lot size: 24 = 1,60,923 Forms

Retail shares 32,68,401
lot 24
Retail forms 1,36,184

Ipo mkt is over for few months .Glenmark life Car trade nuvaco.all.are in.discount time to be cautious

Aptus Value share price close above issue price

Don''t apply to IPO they can show results of good but listing day nothing. Big economic research may say for apply as broker, be careful. They bring ipo only for looting. U may guess valuation so high

GMP 67