Infibeam Incorporation Ltd IPO Message Board (Page 11)

Why lead banker ran?
Becathey wanted to value at 1600 cr. Na ki 2200 cr...price band kotak want around 280-310

About company say nono.....
Just i found IFC fraud by president of goldmansach now infibeam fraud where kotak got away. Take care retail bhaiooo

Premiums crumble in HCG IPO due to poor response
Infibeam premiums are highly volatile
No deals in Application forms in both issues

HCG :- The premiums were around Rs25-30 last week but came down to 17 and it
witnessed seller circuit as the issue opened for subscription. The premiums are going
down continuously. The issue may get listed at discounted price considering seller''s
price of Rs5-7.

Infibeam :- The premiums were at 40/45 when the issue was announced. It came
down to 35 and now at seller''s price of 30. Currently the premiums are around 28 but
there is hardly any deal taking place. The minimum application rates opened at 500,
went up to 550 and came down to 400. It may get high premium on robust response from
investors.

buy from flipkart and wait for new ipo avoid infibeam high price low profit ipo

From what I knew IPO not an OFS...promoters locked for 3 years. Employees'' shares locked too. Arjun Patel says otherwise. Any expert on which one is true?

I admire the patience of some of our regular boarders who continue deliberating on an IPO like Infibeam...they keep this forum alive...

As for Infibeam...STAY OUT...STAY OUT!

Equitas I hear will launch on 4th April or so...so watch out for that...

I heard Parag was to come this month end...any updates with any boarders? Not that it is worth applying after one of the foreign banks walked out of the deal before filing the DRHP due to diligence findings...

Yep...focus on value added dairy products is needed...

But simply foraying into these categories doesn''t mean healthy profits as versus other food categories, branded dairy products have smaller gross margin and when you take out advertising expenses, profits left are miniscule...

Hence good to talk about cheese etc but no meaningful profit from such categories can accrue anytime soon...BTW, Amul is soon commissioning India and possibly Asias largest cheese plant...so that will give all these guys a run for their money as well! Also, for cheese specifically the consumption is more in the B2B (restaurants, pizza) segment and not so much in branded retail for all these players so margins will be thinner! And from what I know Parag is not in ice cream...but has launched yogurt, flavoured milk, butter milk etc

Agree. They supply cheese to restaurants/fast food chains & it''s not a winning proposition in itself but what I liked is the big leap that they took with capturing almost 50% of country''s cheese production capacity in one shot & a player like Amul is following not leading them into it! Of course Amul is still the leader in so many ways- Parag is following Amul to become the second player to enter higher margin Whey Protein segment.
Plain milk has 10% margin whilst Cheese has 14%. For most of the players, value-added products (Cheese/Yogurt/Ghee/Flavoured milk etc) is 25% as opposed to 75% for Parag. Half of new issue proceeds will be used for expansion of Cheese segment & entry into into higher value-added products- Whey, Milk-based beverages - with remaining half in brand-building.

They have initiated a special service (invitation-only) for the ultra-rich in Mumbai - Mukesh Ambani & 1000 odd others @ 75/- per litre - which may not be material in value terms but still sounds a bit ''different''. This is what intrigued me. They are at least trying ''different'' things. So, what I will be looking for is whether they have it in them to take such bold bets in future.... I know it''s a long shot.

Most of the dairies get stuck at a certain level of revenue..u can only sell so much of milk...To break that resistance level, a lot of investments in Technology (e.g. UHT), Supply Chain (e.g. cold chain), as well as Products (e.g. value added food derivatives) is required.

Most importantly, even if everything else is good, it''s the steep IPO issue price which spoils the game for the likes of me. This happened in case of Teamlease where price was the only reason that put me off.

We''ll see more of Parag nearer the IPO issue date...

New id is always welcome, one should not ruled out them as stooge or paid agent if he or she differs them....no one is 100% expert here, they may have some things to share, Lehman bro was big expert but finished..... every one have right to put anything....how can oldies simply called every new as paid stooge....

All r welcome and inflow new members is always good for the forum we get more ideas to bounce however when the new entrant come and disappear it is problem. We have seen this many times so if someone is warning better be careful is not a big issue.

New fake id people making to attract..retail
These will ran soon...retail takr good care of your money... it will make you losse hard money... i lost in qh...your self.. i beg stay away...warning you..
Sometimes not applying is safe...saving your capitl is good don''t be grreedy like me...

Bachhhhhhaaooo aapne aaappp ko....

IPO will definitely be a huge and grand success....Other e-commerce sectors who are facing the fund raising problems and merging should actually learn to create a new way of fund collection like Infibeam...Thumbs Up to Infibeam’s idea!

Wah kya baat hai

Infibeam is having many matters pending in IT & ST department.
Also company raising 250 Cr. For expansion plan whereas its Balance sheet shows 223 Cr. Loans & Advance for interest free.
Why co. Instead of raising 250cr utilize this amount for expansion.
Also it include OFS thus giving liquidity to promoters.
Promoters in span of 6-7 years made Rs.432 per share of its Rs. 10 value whereas company is still a loss making.

So conclusion apply if big players QIB & NII apply aggressively else skip.

Infibeam has its brand value. Even indulge in many business such as IT Logistics etc. So proper valuation can''t be done.
It''s not a pure E commerce Company

Arjun ji, what is OFS? Are promoters locked in?

This is god father of quick heal.minimum 50% wealth erosion is for sure.better buy bharat wire if u r interested in Ipo.bharat wire it seems that wealth eruption will be 10 to 15%.

Mr. Rajeev Kumar Singh seems to be a critic :-)
Never positive about any new listings!

RKS has been in this forum for long and this rise of new user supporting infibeam may be stooge or paid agent so i am with RKS on this

He is not a Nostradamus, is he? :-)

Lagta hai.. Bade bade Merchant Bankers ka game nahi hua… to unki kharab game chalu kaardi…. Shame on Merchant Bankers.

Meanwhile govt hammering hard on middle/poor class backbone by drastically reducing savings rates incl epf,ppf,sukanya,......rewarding them for voted in to power in 2014 LS.....

I think this is a compulsory book building issue. Mean 75% QIB le jayega… So, left only 25% for HNIs and Retailer investors. I think this IPO will rock…

Toh le jaaney do. Retail ko kyon phasa rahey ho. As such u should not be bothered as in ur own word 75% QIB le jayengey.

for 6 crore of small profit who will pay rs 400 ? Its value rs 50 only

Rajeev, just becayou have been there on this forum it doesn''t qualify you to label a newcomer as "stooge". Expected more maturity from you.
in fact, you can be "stooge" of merchants bankers who quit! IPO success will get their banks bad name (all know how good or bad bankers can be). So they paid you to drive off people who come to inquire about this IPO.
If you are veteran, learn to respect other''s opinion. Grow up!

Dear Mihir. Don''t need ur cert on my authencity on this forum. People know what I m. As far as u r concerned once u become a regular and ur advices r worthwhile I will not only start respecting u but would become more patient n mature for ur posts. Till then if u r just posting for this IPO then expect immaturity from my side. Better would be u stop replying to me. U be more mature out of both of us.

Can I have proper and sincere advice regarding infibeam???
Can I subscribe for infibeam???
Any listing estimate???

typo..i meant 600 crores.

Dear An and. Don''t go on hearsay. Go on facts. Someone wants to invest doesn''t mean he has invested. Does it. Be carefully of ur hard earned money. People may try to influence u to invest in junk too but that doesn''t mean u invest in junk. Be prudent n invest wisely. Good luck friend.

Yaaro…. This is the first e-commerce company who is making profit and promoter is having hands on experience i.e. Ex- amazon guy… will take the company to new horizon… I strongly believe to apply maximum. Phir Bad me na kahena… Chance tha per himmat nahi thi……

After so many yrs first time profit show karkey fudakney lagey? Show profits consistently for us to believe u. And as far as hands are concerned depends where the hand is -). U believe n apply but ur one time opinion won''t change most of our views here on the forum. Never heard u except for this IPO. Ya phir paid advice?

Tussi hi him at dikha do paaji.

After QH,PCL ALL EXPART COMMENT DIFENCIVE

what is gmp for bharat ropes and infibeam ipo ?

Notice by infibeam to nse/bse

The anchor investors’ offer which was open on 18 March 2016 and which comprise 60% of the total shares reserved for QIBs. An anchor investor is a QIB who makes an application for a value of Rs.10 crore or more. This offer now stands closed . They company has not received any bid.

C​ompany and Bankers seem to be playing very smart by keeping no anchor investor