Gujarat Pipavav Port Ltd (GPPL) IPO Message Board (Page 4)

--Dear Ravi, thank for your valualbe reply.
i invested in GPPL 500 @ 56 for short time, so, i shall exit by next week, but i don't know that i will gain some profit..........please advice (hold or exit)

READ MY MESSAGE 1353 DATED 8/SEPT AT 10.04 PM TO GET OUT BY 9.30 AM FROM GPPL
THOSE WHO SOLD BY THIS TIME GOT OUT WITH PROFIT FOR RS 55.6 TO RS 56.10 MAXIMUM
THOSE OPERATORS WHO ARE SILENT HAVE BEEN TRAPPED WATING FOR RS 60 COULD NOT SELL MOST OF THE OPERATORS BROUGHT SHARES AR RS 55 AND GOT TRAPPED AS THE RATE FELL DOWN FAST AFTER 9.30 AM
ALL OPERATORS ARE NOW SILENT ON THE ISSUE
BEST OF LUCK TO RAVI BANGALORE AND GANG OF OPERATORS
this gang will delete my message saying spams
BEWARE FREINDS THEY ARE ASKING TO BY B GROUP SHARE WHICH HAS NO VALUE THEIR AIM IS TO HEIP INVESTORS IN SOME IPO AND
THEN ASK TO BUY SHARES OF B GROUP MARKET IS HOT THEY WILL RISE BUT THEY WILL TELL YOU TARGET THAT TARGET WILL BE SHORT BY 2 TO 3 RS ONLY AND THEN THE SHARE WILL GO DOWN YOU WILL NOT BE ABLE TO SELL AS YOU WILL BE BUSY WITH YOU R JOB AND YOU WILL LOOSE BUY ANY SHRES OF NIFTY AND NOT SHARE TRADED ONLY IN BSE
THE SHARE YOU BUY SHOULD ALSO BE TRADED IN NSE AND BSE
GOOD LUCK

Dear BOLO TA RA RA RA

People have abused you on this forum

Have i ever personally abused you

STOP TARGETING ME FOR YOUR PERSONAL MILEAGE.

I have just said that as an adjective for people who have commented without analysis.

Have i ever said that you have commented without no analysis.

You have given details. I have not argued that.

I have not used foul language on you.

If you think that i have commented on you without taking your name ?

Boss i have better things to do than abuse people on blogs like these.

And if you differ on your view thats your view. I have no problems. I will ague with you as i did on SKS blog if you remember

But i have not abused you or not will.

Please dont make your own assumptions

Regards

Setu

______________

P.S. If i said Bolo ta ra ra when i talked to mukul. That is a song by Daler Paaji and not your copyright....!!

DEAR SJ

I WILL REQUEST YOU ONLY ONE THING. YOU SHOULD USE GOOD LANGUAGE BECAUSE THIS IS A PUBLIC FORUM. IF U DISAGREE ITS OK BUT YOU SHOULD NOT USE SUCH ABUSIVE LANGUAGE. I DONT ACCEPT THESE ABUSIVE WORDS FROM YOU SO PLEASE KEEP THIS FOR U ONLY. DONT TAKE IT OTHERWISE JUST AN ADVICE YOU ACCEPT IT OR NOT IS YOUR PROBLEM.

FOR ME THIS IPO CHAPTER IS CLOSED NOW , AND I AM LOOKING FORWARD TO NEXT COMING IPOS.BUT MY OPINION ABOUT THIS COMPANY IS SAME AS IT WAS EARLIER.


REGARDS

BOLO TARA RA RA

What about GPPL: Should stay invested or take exit?

Witnessing overwhelming response, Gujarat Pipavav Port
This is the transcript of interview with director tuksani of Pipavav on CNBC with Udayan Mukhrjee giving his guidance

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(GPPL) debuted at Rs 56.10, a premium of 21.96% over its issue price of Rs 46 on the National Stock Exchange (NSE).

Managing Director Prakash Tulsiani said the company received Rs 500 crore from the initial public offer (IPO), which closed on August 26 on the back of strong investor response. “Of this Rs 300 crore will be used to retire debt as we will save Rs 39-40 crore interest cost after debt repayment.”

Confident that the company should be in the black in 2011, he said, "GPPL has seen a 34% growth in bulk business and margins have gone up due to ramped up volumes. For the period of January-June 2010, revenues went up 34% and earnings before interest, tax, depreciation and amortization, (EBITDA) increased to Rs 34 crore from Rs 3 crore. EBITDA margins improved to 44% for the same period."

Below is a verbatim transcript of his interview with CNBC-TV18’s Udayan Mukherjee and Sonia Shenoy. Also watch the accompanying video.

Q: The big question for your investors who have bought your stock quite well in the IPO is when the margin start improving from the current levels to closer to what margin profile of some of your peers or established peers are, which will start ramping up your profitability. When does that process start?

A: Let me take you to the numbers of January because we follow the calendar year. From January 2010 to June 2010 we have seen the numbers growing compared to the previous year January 2009 to June 2009 and today 64% growth in volume, in container business and 34% growth in bulk business. Overall our revenue went up by 34%.

In EBITDA, last year in the same period we did Rs 3 crore and today we are at Rs 42 crore for January to June 2010. In terms of margins, our margins have also gone up because we have ramped up our volume. Until March 2010 we were in the range of 33%. Today we have increased and gone up to 44%.

Q: What are you planning to do in terms of utilisations? Where does your capacity utilisation currently stand at? Also post this expansion coming on board, how much will it be and how would that contribute to margins for you in terms of a number in FY11?

A: For the proceeds we have received funds Rs 500 crore from this IPO. Rs 300 crore would be to repay the debt. Debt is heavy on our balance sheet and also on the profit and loss and that will help us approximately by Rs 39-40 crore annually. The proceeds balance of Rs 200 crore, out of that, at least Rs 150 crore we will use for capital expenditure.

We have already ordered crane for bulk handling and that has arrived and it will be operational by end of September. We will also go and invest in yard because we need more yard space to handle the increased volumes and the rail sidings because our model is to support the northern hinterland of India. That is what we will go for as the works in terms of Rs 150 crore.

Q: Steady state margins for your kind of business for established players who have done their full ramp-ups are often in the vicinity of more than 55-60%. By when do you think you can stabilise your operations to get to that kind of margin profile?

A: The margin in this industry is in the range of 55-60%. We are ramping up our volumes and as the industry grows, as the trade grows we will also come in there. If you ask a date or a number, we expect to achieve that in the coming year.

Q: If you do achieve that in the next calendar year 2011, by the end of that year where do you think you are book value will be- in the Rs 17-18 kind of zone per share?

A: I have not calculated that as yet, but of course I would leave it to the market and I would look at delivering. I am a port operator so I will deliver on my business and I will leave for the market to determine what the valuation would be.

Q: Can you give us an indication of when you would turn into black because you have been loss making for a while now? Any clarity on when that would happen? Also a technical comment on the EV per tonne currently, where does it stand at and how much do you hope to surge that up by?

A: We turn into black into next coming year i.e. we follow the calendar year, so 2011 we should be in black. In terms of EV/EBITDA we are at the moment in the range of 12.8%.


So as you see and as i said the company will be in profits aand positive on PAT and EPS in 2011.

So people who say that long term investors will loose in this IPO are ass*%$^les and have no logic.

So long term investors of Gujarat Pipavav dont worry.

You have made a good investment.

BOLO TA RA RA RA,,,,,,,

Friends what are the news about Indo Solar IPO

HI sj, ravi, shreedar

i bought a duber as giving bones shares. so what is states u know then please share..thanks

1463. SMA

Right now, it is in bear grip. There is lot of supply in 55-58 zone. HNI cost is around 58. I assume, most HNIs are forced to exit today itself as they have poisonous money.

In addition, there are selling shareholders. It has given great opportunity above Rs.55 to exit. SMSes are doing round that it may hit Rs.90. But remember, at 90, it will bridge the gap of Mundra. In my opinion, it does not deserve the kind of valuation that Mundra Port enjoys in short-term as it is loss making & its scale of operation is smaller vis-a-vis Mundra.

Use corrections to buy at Rs.60 & below issue price of Rs.46 in instalments. It is a long-term great story.

PLEASE READ LAST PARA OF MY EARLIER MESSAGE AS:

ANYWAYS, CONGRATS TO ALL WHO SOLD AND MANAGED TO GET REASONABLE RETURNS WITHINH 15 DAYS WHICH IS NOT BAD (I WRONGLY MENTIONED GOOD). I STILL SAY THIS IS BAD COMPANY AND ONE SHOULD GET OUT OF THIS AS SOON AS POSSIBLE. LONG TERM WILL BE DISASTROUS.

REGARDS BOLO TARA RA RA

1461 THIS MESSAGE IS NOT MINE.

HOWEVER I ACCEPT THAT THIS SHARE DID NOT GO BELOW RS. 50 MARK AS I WAS ASKING SINCE STARTING.

BUT THERE IS NOTHING LIKE "HAAR" YA "JEET".

CURRENTLY IT IS GIVING RS. 1700 INSTEAD OF RS. 1000 PER LAC OF APPLICATION, AS STATED BY ME SINCE STARTING. TO THAT EXTENT, I ACCEPT MY JUDGEMENT MISTAKE. BUT AGAIN, I WAS NOT MISGUIDING OR SAYING THIS WITH MALAFIDE INTENTION.

ALTHOUGH I DONT WORK IN GREY MARKET BUT STILL TRACK GREY MARKET PRICES. IN MY OPINION, ITS GREY MARKET PRICES WERE IN THE RANGE OF RS. 8(IN STARTING) TO RS. 11.50(ONE DAY BEFORE LISTING). NOW I WAS SAYING SINCE STARTING THAT EITHER ONE SHOULD NOT APPLY OR IF AT ALL APPLY THEN BY HEDGING IT IN GREY MARKET. THOSE WHO SOLD IN GREY MARKET ARE NOT THE LOOSERS AT ALL.

ON MORE THING, SOME TIMES BAD COMPANIES LIKE ASTER, ETC MANAGE TO REMAIN ABOVE ISSUE PRICE AND THIS DOES NOT MEAN THAT IT IS A GOOD COMPANY. THIS PRICE RS. 54 TODAY WHICH WE ARE SEEING IS JUST BECASUE OF EXTRA ORDINARY GREY MARKET ACTIVITIES AND BUMPER LISTINGS IN THE RECENT PAST. BUT AFTER SOME TIME, LIKE NHPC(WHICH MANAGED TO REMAIN ABOVE 36 FOR 2-3 DAYS), SLOWLY AND GRADUALLY IT WILL ALSO GET THE TREATMENT WHAT IT DESERVES. TODAY, N NUMBER OF RETAIL INVESTORS ARE PLUS IN THIS SCRIP AND THIS WAS THE MOTTO OF IPO MANAGEMENT/OPERATOR. BY SPREADING GREY MARKET RUMOURS THEY SUCCESSFULLY OFFLOADED THEIR HOLDING TO THE RETAILERS AND THESE INNOCENT RETAILERS ARE KEEPING THIS SCRIP FOR GAIN IN FUTURE SEEING THE PAST IPO RECORDS. BUT TIME WILL TELL WHAT HAPPENS IN LONG TERM

ANYWAYS, CONGRATS TO ALL WHO SOLD AND MANAGED TO GET REASONABLE RETURNS WITHINH 15 DAYS WHICH IS NOT GOOD. I STILL SAY THIS IS BAD COMPANY AND ONE SHOULD GET OUT OF THIS AS SOON AS POSSIBLE. LONG TERM WILL BE DISASTROUS.



REGARDS

BOLO TARA RA RA

Shreedhar,

What is your stand on KVB now? Its trading at around 800 now. They have announced bonus issue and rights issue. Do you think its still a good buy?

Thanks.
Gane.

Setuji you are true genius.thanks once again for your helping hand.This is a kind of stock where long term story is intact.However,I have booked my profit at 56 because i want short term profit.

Dear Mukul and other Boarders

Closing at 54.10 near fair price.

I have mentioned from starting that it is long term investment. I have bought in grey so that i can buy big quantity. Short term loss and profit do not concern me and

I do not care what people say in short term as some idiot just accused me for misleading people.

When asked who is his daddy he said: "Pehchan Kaun ?"

Neither i have misled investors. I have just guided them and maintained that this long term investment. I have just guided strategy for short term guys

Congrats to all for your profits those who have booked for short term

Long term investors. Plz hold. You are in a great turnaround stock. Keep it for 3-4 years. You will get handsome return.

46 is the same price that large ivestors were given shares at.

Add more if it goes below issue price

Plz do not panic whatever people tell you. You will be handsomely rewarded in this stock.

There is nothing called fast money in markets.

Just learn two things.... you will always profit in markets.

They are:

"PATIENCE" and "FORSIGHTEDNESS"

Regards

Setu

Congrats once again to all

Dear Ravi,
today i buy GPPL 500 @ 56, expected like PSL & Midfield.
please advice what to do.......

HAAN BHAI HAAN MEIN HARA HARA

Nifty 5640- Target 5480, 5410 or even 5350. Stop-loss above 5660 (eg: 5700).

Guys, its not good to target one-one...
SJ, Ravi, Sreedhar are just sharing their opinion, analysis or strategy.
None of the post they asked u to follow the same.

This forum should be just treated as knowledge base !!!

1451. silent listeners some time tells truth

Big Fund House might have bought around 53.15 (18.7 lac volume). But I still witnessing cluster of resistances from 55 - 58 zones. I want to buy only on rising above 56.2 with high volume (> 17.5 lac). Otherwise, I would remain short (holding since 56).

Hi All,

I am glad that you all are delivering your views of new IPO.

As per, my records big fund house have bought huge qty of GPPL at 52.40 Avg price, so expect to see bump up at new high (above 59) in this counter.

Regards,
Silent Listeners some time tells truth