Coffee Day Enterprises Ltd IPO Message Board (Page 2)

Just a random comment. When I first tried CCD Coffee back in 2006 or 2007 I felt like going back to CCD for the awesome coffee. But since 2011 I never felt so and restaurant business is about creating customers who become loyal & bring repeat business. However joints at fast moving places like Malls/Airports etc do well even though standalone stores around cities are mostly empty leading to huge store closures. The difference essentially comes from the Coffee Beans which aren''t roasted to perfection.

In sharp contrast I tried cappuccino, caffe latte, caffe espresso etc in a coffee chain in Italy and more often I will try to go there for my cup of coffee. That''s where you know perfection.

The difference is subtle but for a foodie it matters so much.

Firstly, I thought I was being cautious by first buying CCD at 294 and then averaging it at 282. I was wrong as it still ended day-1 at 270. Interestingly, now CCD is only Rs. 20- Rs 40 away from two major milestones. If it falls another Rs. 20. (ie reaches Rs. 250) this holding company will have a market cap which will be more or less equal to the cummulative value of all it''s other non-coffee investments/businesses (mindtree/sical etc). If it falls another Rs. 40 (ie it reaches Rs. 230), not only will the market cap of CCD go below the cummulative value of all its non-coffee businesses. put together..one practically gets their cafe day retail business for free at Rs. 230.. Question is, what''s the chance of CCD reaching Rs.230 this week? Even if I''m wrong a second time, it will be very hard for me to resist buying some more of CCD at 230 :)

Hey Septa1 Based on their current financials, you are 100% right. My interest in them is only becaI dont see anyone, including starbucks, overtake them in the next 5-10 years. They have such an unusually dominant marketshare position in the cafe business and I like that industry, even if its coming via a holding company. Knowing Nelikani bought it above 350 hopefully says something about the management so I started nibbling teeny-bits below 300, silently hoping the day traders can push this down to around 230. Assuming heavy selling continues for another couple of days at least, this can''t be ruled out. Thanks a ton for your good wishes and all the best to you too in the forthcoming IPO''s :) Unfortunately the next one is from an Industry I am not very partial to like (Airlines), so wont even buy any on listing.

Andy near abouts 200 would be fair value to buyfor long term. Anything above that is risky as its bbusiness model is risky. Too costly an IPO, intact as costly as its coffee in its chains. Might be a dominant player in organised coffee market but its still making thousands of crores of loss every year. Better avoid buying any further. Why do u want to waste your hard earned money.

Delivery volume of 26% ... what a killing by Day traders.

more pain

Not 26 it is 24.7%.a normal share have approx 45% delivery.I think in a day or two it will stabilize when all traders who short will reach a point at which buying is more than short.it will be independent of nifty movement or bihar elections.

Thank you Uchit Patel and Dilip Davda Sir for your valuable views on CCD IPO.
Uchit Patel is the first one in this forum who provided detailed analysis and views of this IPO. Dilip Sir also provided same views. Both provided negative review on CCD IPO.
I saved my money by not applying this IPO.
Thank you very much. We need analysts like you who is true and stick to their views in any situation.

Only i given fair price 168/163 ...strong short sellll.....

pinky jain ki bate mat mana karo dear friens..
ye kuch bhi post karne se pele pk bedti he ....
ye ladta he muje to...

Where is Roadside Romeo he was very bullish As I said fundamental it is avoid given it steep valuation with decrease CARG and increased competition I ask the fair price is 20% less and market has corrected it by 18%. It was avoid then it is avoid now on the fundamental may be it is okay for professional traders Bcoz of market float Amyway I would always recommend not to take view of new poster who could be paid stogges of company when they say apply with out any fundamental it is red flag neotrade was one such IMO in Prabhar diary

Septa ji,roadside Romeo will not be seen now.......hahaha..........It was avoid from the starting........I have applied in indigo,didn''t apply for sh kelkar....just thought may be valuation was rich....I can buy on listing.......and for indigo it can list at discount due to market condition but just hoping it can close near it''s ipo price........what do u say?

From my post all know I was in favour of indigo and CCD and SH Kelkar Avoid. In case of Indigo I have taken big plunge close to 30 Lahs 17* 6 lots and HNi 175 lot. Two years back my portfolio was top heavy in order pharma metals auto IT finance banking fMCg. Now it is logistic aviation IT clean balance sheet Infra clean balance power pharma IT media discretion FMCG
I am very bullish on aviation IMO what auto was 2 decade back in Indian economy aviation is the new Auto it will reward handsomely
BTW valuation was steep in indigo IPO so could see correction but chance is less given the way Peers r reacting in secondary market

Jai ho jai ho jai ho Sidni Said baaba ki. 10,15 thousands u hi day diya.
stop payments 4 application s last time .

Nothing can be done. Just Hold and hope for better quarter results.
Too late to sell right row.

Original pinkyjain ji aap batao kya kare ccd me.

Sellllllll 270

Fair value 150

It will reach 150
Selllllll
Bokkk losssssssss

Seellllllllll
Selllllllllllllllll
Sellllllkkkllllllllllllll


Chor prmotoerslotttt uuuuu



150 today selll
Market 7900 crash


China fall 10%
Seeellllllll
Nifty 7900


Sellllllll
Today it will be at 190



Global market crasssshhh

Since 281 is breached next level on down side 265 on high side 291

WE HAVE GIVEN OUR SHOP ON LEASE IN MUMBAI TO CCD
IT IS LOSS MAKING UNIT TILL TODAY we get our rent we are happy , 3 years contract
as per my survery it does not have clients like MAC or jubilant foods ,
sad gujs come to pamper their girl freinds ,
and those guys who are firm with their girl freinds drink MADRAS COFFE or NESCAFE

Chamcho ji has gone mad. He is typing whatever...hahahaha

CCD COFEE VERY BAD COMPARED TO STARBUCKS AND NORMAL COFFEE ALSO. HOW CAN THE STOCK RISE

YES ARE YOU NOT
PRICE IS 270 LIKELY TO REACH 190 SOON

I TOLD YOU TO CANCELL YOUR APPLICATION BY WRITING TO REGISTER OF ISSUE

Deliverable Quantity (gross across client level) Will be a good indicator if low then shorting is happening

There are lot of fundamental goes on.......but I would say check on the past 5 year financials and then decide,so I decide I don''t won''t to apply in ipo and wait for secondary listing,moreover a loss making company with very less improvement and and about growth prospects it has a very long way to go.......so if any one want to add add in small lot,20 share at a time and must watch results

CCD loses to 275-277INR. don''t try to buy now.
wait till bottom out(250INR) and buy for long term(based on personal risk).

"wait till bottom out(250INR) and buy for long term(based on personal risk)."

You have nailed it in the last part of the sentence. As long as it is a group of businesses instead of a single, focused business I''am not going to buy the stock. Conglomerate discount was a new concept for me but it applies suitably for this company. With these kind of stocks, you don''t have a benchmark and thus, you never know when it becomes attractive Even 250 may be expensive

From beginning of IPO launched I am advising don''t apply. It''s a loss making company since many years and business model is very weak for Indian market
I provided detailed analysis of all it''s investments also.
Only one investment Mindtree is making money but it contributes only 2% of it''s total revenue.
It''s main business coffee and logistics contributes almost 87% and both are not making any money.
Many analysts compared this with Jubilant Food. I already told this is totally wrong comparison. Many members compared Alto and Corolla. Also many analysts told it had invested in Mindtree. But no one studied details about this. It is only 2% of total revenue.
From the beginning grey market activity in Ahmedabad was in discount. I provided everyday rate from Ahmedabad grey market also.
I advised every small investor to follow grey market activity in Ahmedabad before investing. You will predict 80 to 90% right from grey market activity what happen on listing day.

Purchased 100@281

IT WIL IS TRADE AT RS 249 SHORTLY ENJOY CCD COFFE 3 TIMES A DAY PRICE WILL RISE TO RS 290

Thank god, I did not invest in this IPO. It was highly priced so it remains to be seen if the current market price is any good.