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Coffee Day Enterprises Ltd IPO Message Board (Page 11)

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97. Roadside Romeo |   Link |  Bookmark | October 14, 2015 10:14:40 PM
Institution portion will be minimum 6 to 7 times oversubscribed. Retail and HNI always come on last day last minute so here''s no point discussing that number right now. I don''t know if at what Pryce it will finally open, but issue will not be extended.
97.5. atul |   Link |  Bookmark | October 15, 2015 2:38:14 PM (300+ Posts)
Romeio ji
What is your view on this ipo if it is in so demand among anchor investor then why so tepid demand in retail.is something fishy?
97.6. Roadside Romeo |   Link |  Bookmark | October 15, 2015 3:18:42 PM
Atulji pls see my message number 103
96. pinkyjain |   Link |  Bookmark | October 14, 2015 8:43:32 PM
SH keklar is on 27th

Indigo still not out with price band as will wait for CCD response

Indigo is managed by Morgan stanley and JP Morgan

As per source they may make changes in price band slightly delay this early next month is CCD gets poor response

95. pinkyjain |   Link |  Bookmark | October 14, 2015 8:38:36 PM
Ccd valued at 5800 cr

Debt post issue around 650 cr.

Its a good bet for 2-3 months

Can buy after listing once picture is clear

Co. For Qtr 1 posted EBITA of 120 cr


Enjoy ipo buzz

95.2. pinkyjain |   Link |  Bookmark | October 14, 2015 9:55:50 PM
Trader

Check again they paid loan this year
95.3. pinkyjain |   Link |  Bookmark | October 14, 2015 9:55:52 PM
Trader

Check again they paid loan this year
94. pinkyjain |   Link |  Bookmark | October 14, 2015 8:36:29 PM
As said Vodaphone appoints citi and morgan as lead bankers for its 7500 cr ipo check Google

We been appointed as BRLM for Tata sky 600 cr ipo
We will file early next year

Keep an eye on Dish tv
94.1. pinkyjain |   Link |  Bookmark | October 14, 2015 8:40:32 PM
I updated on vodaphone few days back
94.2. pinkyjain |   Link |  Bookmark | October 14, 2015 8:40:33 PM
I updated on vodaphone few days back
93. SOMPRASH |   Link |  Bookmark | October 14, 2015 8:33:45 PM
It is not surprising at all to note that at 5.00 p.m. on first day it is subscribed only 0.13 %. Keep safe distance to avoid High Blood Pressure from COFEE.
92. jigaReligare |   Link |  Bookmark | October 14, 2015 8:21:37 PM
upto 5 pm
jigarshah29@yahoo.com ahmedabad
*Qualified Institutional Buyers (QIBs) 50%      7380654      1,219,455      0.17
Non Institutional Investors (HNI) 15%      5387658      164925      0.03
Retail Individual Investors (RIIs) 35%      12571203      2003625      0.16
Employee Reserved      474683      36495      0.08
Total      25814198      3,424,500      0.13
91. D Pandey |   Link |  Bookmark | October 14, 2015 5:41:52 PM
Don''t apply for this ipo. If anyone still want apply then wait most probably issue will not get full response and promoter will reduce price band like prabhat dairy, adlabs.

Most probably we can see almost final subscription figures after 3 pm on Friday on NSE, BSE or CNBC. If it''s good then also we have one choice left. We have to go to broker''s office for paper subscription. They have choice till 5:00 or 6:00 pm last day.
91.1. atul |   Link |  Bookmark | October 14, 2015 7:05:52 PM (300+ Posts)
It will be fully subscribe on last day
90. atul |   Link |  Bookmark | October 14, 2015 5:07:55 PM (300+ Posts)
Septa is right but for listing gain must apply with 1 lot.and exit on listing day.
By the way puskar is going to be multibegger.accumulate as much as you can. Thanks to septa.
89. jagadish abbigeri |   Link |  Bookmark | October 14, 2015 3:16:07 PM
17 Leading anchor investors including Government''s Pension Fund invested 334 crores in CCD, yesterday. It doesn''t mean they are not aware of the the things that are some were saying to avoid this IPO. In one of the interview Mr VG Siddartha said that the Co will be debt-free by raising cash through issue of fresh equities to investors post IPO,& there on co will report significant profits. Most of high valued co s & blue chip co s of now were loss makers at their IPO s. Investors identifyd them earlier n invested in them are luckier than who avoided then.
88. IPOANALYSIS |   Link |  Bookmark | October 14, 2015 12:34:02 PM
Again nothing left for investors in IPO

Mr Tulsian is correct. The fair value of stock is 300 rs and it should have proced near 250 rs to leave something on table for investors. since it has priced this above 300 this should be clear avoid for loss making comopany.

will have same fate as ADlabs Entertainment ruling at 30% discount now
87. Ipo tracker |   Link |  Bookmark | October 14, 2015 12:22:35 PM (500+ Posts, 200+ Likes)
Anchor investors allotted 1.03 crore shares @322, below upper price band
86. atul |   Link |  Bookmark | October 14, 2015 12:18:51 AM (300+ Posts)
For adminstrator
Date of anchor placement is 13 oct 15 not 13 not 15 please correct in website
86.1. Forum Modulator |   Link |  Bookmark | October 14, 2015 7:51:38 AM
Thx for your feedback. We have corrected the information.

Thank you,

Chittorgarh.com Forum Moderator

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85. atul |   Link |  Bookmark | October 14, 2015 12:15:58 AM (300+ Posts)
My analysis for this foroum
1-navakar mostly said avoid share listed at premium
2-penner all said avoid share list at discount
3_puskar all said apply share list at discount
4-prabhat all said avoid share list at premium
5_sadbhav all said avoid shsre list at premium
6iocl all said avoid share list at premium
Now you can decide what will happen to cced

85.4. Septa |   Link |  Bookmark | October 14, 2015 11:45:58 AM (4000+ Posts, 4600+ Likes)
@monty since you want to apply I suggested wait till the third day of issue if you want to apply..... Fundamentally it is avoid but as atul said even with weak fundamental it could list positive...
85.5. monty khandelwal |   Link |  Bookmark | October 14, 2015 1:23:37 PM
@Septa I will apply only on the last day.....but if subscription is good by QIB and HNI than also it is not a gurantee it will list at premium.....u can recall what happened to power mech.....its just that on listing day if sentiments are good it will list at around 5-8 %.....but it is highly likely to go down
84. Jain vivek |   Link |  Bookmark | October 13, 2015 10:55:10 PM
ccd raised 334cr from 17 anchor investors
83. Septa |   Link |  Bookmark | October 13, 2015 10:23:29 PM (4000+ Posts, 4600+ Likes)
Reasons not to invest in Coffee Day IPO

Company has been incurring losses in the last 3 years. Investors would not get any returns by way of dividends.
Company demanding issue price of Rs 316 to Rs 328 per share for such loss making company.
Company operations are conducted through its Subsidiaries. Therefore, its ability to pay dividends on the Equity Shares depends on company ability to obtain cash dividends or other cash payments from its Subsidiaries.
Consolidated net indebtedness and company failure to comply with certain restrictive covenants under its loan agreements could adversely affect company financial condition and results of operations.
There are outstanding litigations against the Company, Directors, Promoter, Subsidiaries and Group Companies.
Certain of its Subsidiaries are involved in criminal proceedings, SEBI proceedings and have received adverse findings from SEBI, in the past, in relation to non compliance with securities laws.
Company Promoter has provided personal guarantees and may in the future provide additional guarantees and/ or collateral of shares of the Company and certain Promoter Group companies to secure the loans availed by the Company, Subsidiaries and its Promoter Group companies. Its business, financial condition, results of operations, cash flows and prospects may be adversely affected by the invocation of all or any personal guarantees or enforcement of the collateral provided by its Promoter.
Company has pledged certain equity shares held by it in certain Subsidiaries and associate companies.
Some of its Group Companies has incurred losses in the last three financial years.
Company has issued Equity Shares during the last one year at a price that may be below the Issue Price.
Company success depends on the value, perception and marketing of its brands, most particularly, the “Café Coffee Day” brand.
The coffee business segment is highly competitive.
They are subject to risks associated with leasing space subject to long-term agreements and they may not be able to operate its Café Network outlets and Coffee Day Xpress kiosks successfully.
Company relies on the skills and experience of its personnel to maintain the quality of company service.
Its business is highly dependent on consumer preferences, the cafe-going culture and sales of food and beverage at Cafe Network outlets, F&G outlets and Coffee Day Xpress kiosks.
Company closed its cafe outlets in the past, owing to various market factors which may affect its revenue and result of operations.
Other risk factors (Internal and external) can be viewed in prospectus Page no. 24 onwards.
82. Sreedhar R |   Link |  Bookmark | October 13, 2015 10:02:06 PM
Don''t waste your hard earned money on unpredictable IPOs like this. Way too highly priced. Listing gains may be meagre or nil.You can always buy after listing. There are quite a few good IPOs lined up post this..
81. AlokVarma |   Link |  Bookmark | October 13, 2015 8:17:37 PM
ICICI Securities: Subscribe
Sharekhan: Only for long-term investors
HEM Securities: Avoid
Angel Broking: Neutral
80. SOMPRASH |   Link |  Bookmark | October 13, 2015 6:21:43 PM
Doctors always advise to avoid Cofee ( cafe day ) to prevent High Blood Pressure.
79. Ipo tracker |   Link |  Bookmark | October 13, 2015 5:28:48 PM (500+ Posts, 200+ Likes)
Better wait & watch, doesn''t seem to be sureshot listing gainer after going through all posts & reports and also valuation
78. Septa |   Link |  Bookmark | October 13, 2015 5:03:17 PM (4000+ Posts, 4600+ Likes)
Long term debt 3500 cr
Finance lease short term obligations 723 cr
Purchase obligation 43 cr
Additional debt from BS 170 cr

So total debt is 4453 crores from red herring page 323-324

Also AsonJune 2014 debt was only 2350 cr. So debt added during 2015 was 2100 cr.
78.1. monty khandelwal |   Link |  Bookmark | October 13, 2015 6:34:51 PM
Leveraging balance sheet is anyway a problem,it can get a premium becaof brand name may be dont know,I will more be interested in Indigo one,crude prices will give a boost for sure,it is indeed the best time for aviation company in decades........what do u say Septa........and Septa I am stil holding Shree Pushkar,what about u.......
78.2. Septa |   Link |  Bookmark | October 13, 2015 7:00:34 PM (4000+ Posts, 4600+ Likes)
Me to still holding and added more. Shree pushkar. Indigo has nil debt or very less big profit. i have read indigo red herring it is a share u should apply in regards with coffee day we can give it miss to much debt in balance sheet.... Plus shrinking growth in top line avoid fundamental Coffee say IPO.