One 97 Communications Limited IPO Message Board (Page 26)

Paytm @ 2150/-
around 131000 cr valuation (around $17-18B )
two year back when it raised fund it was valued at $16B
In todays Digital / Ecommerce world it is valued around $19-20B.. (2340-2460)

@bansalVijay
Market cap at upper price band band 139,379 Cr divided by 74.50 (dollar rate)

@BansalVijay approx 605930140 shares (Some other place saw 609669008)
@2150/- it will come to 130275Cr - 131079cr
and i took approx price of Dollar @ 75/-

Happy New year to all dear Friends. As per the latest reports the GMP of this Paytm is about Rs. 150 only. The issue price is 2150/ on which the rate of return is very very less and the lot size is also 5 only. Considering all these facts the return on 1 successful application is just Rs. 1000/ only. But the response of the anchor investors for Paytm is very encouraging. So one have to decide for go long term or short term . Please feel free to share your views on Paytm.

દિવાળી નો પાવન પર્વ
આપને અને આપના પરિવાર ને
“સુખ, શાંતિ અને સમૃદ્ધિ”
આપે એવી મારી અને મારા પરિવાર
તરફથી હાર્દિક શુભેચ્છા.🙏

🌹 હેપી દિવાળી 🌹

I am south Indian.. Typical chennaiwala.. Do i don''t know Hindi... I requested her for English since she communicates well in English also. No harm in requesting...

No no even i don''t know Gujarati I just shared how i understand atleast the gist of messages if not full

Think twoce before applying for PAYTM

Company Promoters:
Paytm is a professionally managed company with no identifiable promoters.

Company Financials:
Summary of financial Information (Restated Consolidated)
Particulars      For the year/period ended (Rs in million)
30-Jun-21      30-Jun-20      31-Mar-21      31-Mar-20      31-Mar-19
Total Assets      94,590      102,777      91,513      103,031      87,668
Total Revenue      9,480      6,494      31,868      35,407      35,797
Profit After Tax      (3,819)      (2,844)      (17,010)      (29,424)      (42,309)

This is professionally managed company only on paper and technically.

In fact, this is being run by promoters even now.

Promoters are clearly identifiable.

All big name is available in anchor investor list..
Good anchor book...

Domestic MFs seem to be missing. only 3 applied, tepid response from them.

Only HDFC, Mirae, and Aditya Birld from domestic MFs participated in the anchor allocation, other MFs missing.. Does anybody have any reasons for it?

Wishing everyone a very happy and prosperous New Year.

May our health show an uptick every year along with the value of our portfolio.

13 ટકા દેશી મ્યુચ્યુઅલ ફંડો અને 87 ટકા મોટા ગજા ની fii ઓ એન્કર ક્વોટા માં હિસ્સો લઈ ગઈ

બ્લેક રોક 40 લાખ શેર
કેનેડા પેંશન ફંડ 43 લાખ શેર
સિંગાપોર ગવર્મેન્ટ 20 લાખ શેર
વાનગાર્ડ 8 લાખ શેર
ટચ સ્ટ્રોન સ્ટ્રેટરજીક ફંડ 10 લાખ શેર
માર્શલ 13 લાખ
ફિડિલિટી કેનેડા 10 લાખ
મિરે એસેટ 14 લાખ
શ્રોદર 13 લાખ શેર
Ubs 7 લાખ શેર
આવા તો કેટલાય નત નવીન નામ છે

3.83 કરોડ શેર એન્કર ક્વોટા માં
2000 ઉપર નો ભાવ

8000 કરોડ ના શેર એન્કર ક્વોટા માં ભજીયા ની જેમ વેચાયા

પેટીએમ એ કહ્યુ કે બહુ ડિમાન્ડ હોવાથી ipo સાઈઝ 1800 કરોડ વધારવી પડી છે

ઇન્ડિયા ના ઇતિહાસ નો સૌથી મોટો ipo

પ્રીમિયમ હોય કે ન હોય
ઇન્વેસ્ટ કરશે એ કમાશે

Big Gun..

ટાટા સુપર એપ બનાવવા મથી રહ્યું છે જ્યારે Paytm સુપર એપ બનીનેજ જન્મ્યું છે એના પરથી એના ભવિષ્ય નો અંદાજ આવે છે.જીઓ પણ એવી જ કંઇક લ્હાય માં છે!

Experts, why the company''s yearly revenue has been flat to falling in the preceeding 3 years. Can it be attributed to muted business as a result of lockdowns ?

GMP: Rs.150

Anchor ⚓
https://www1.nseindia.com/content/ipo/ANCHOR_PAYTM.zip

Total 122 , around 10X times anchor was subscribed.

Most of the anchor portion allotted to international fund house

BlackRock
Canada pension plan
Govt of Singapore
Vanguard International
Schroeder
Touchstone
Marshall
Nomura
Goldman Sachs
Fidelity
Stitching repository
Aberdeen
Janus
Dragsa
Rwc
Societe

MF Less participants,
ABSL
Mirae

What an anchor book! Muh me paani aa gaya. This is a definite green flag but other red flags such as low GMP, FV of Re 1, and a high asking price remain.

GMP) Rs 140 today...

Very Risky Bet.
Capital Base is less than Rs. 61 crores, and even after the issue it may not exceed Rs. 70 Crores.
If business clicks, returns would be mind boggling on account of low capital base and reasonably good net worth.
Promoters deserves rich appreciations for the reason that they have not manipulated the issue price to low level, by issuance Bonus Shares in the ratios of 20:1, 10;1 etc., just before the issue, which was anticipated by many market experts.
After Five years from now, this company will be either Big Hero or Big Zero.
The returns, if any, in the short term, would be very marginal.
I am holding 40 shares @2,425 as of now, and whether to apply or not would be decided during the issue period.

Jack of all traders, Master of none.

*trades

*આ દિવાળી🪔 અને નવું વર્ષ વિક્રમ સંવત 2078*🗓️

ભગવાન તમને નરેન્દ્ર મોદી જેવું નેતૃત્વ પ્રદાન કરે ✌️, મુકેશ અંબાણી જેવી સંપત્તિ પ્રદાન કરે 💸, હર્ષદ મેહતા જેવા market king બનાવે 📈, રતન ટાટા જેવા ઉદાર industrialist બનાવે ✈️, નીરજ ચોપરા જેવુ athlete body બનાવે 🏃, બાબા રામદેવ જેવું યોગ કરાવે 🤌, અમિતાભ બચ્ચન જેવા કલાકાર બનાવે🧔🏼 અને *સૌથી મહત્વ ની વાત*
"બબીતા જેવી પાડોસી આપે" 💁🏻‍♀️💅🏻🤪

HAPPY DIWALI TO ALL OF YOU.

If you understand the business model of Paytm, you will know why it is called the Alibaba of India. Hope you all know jack ma and his business.
There are dozens of companies which provides wallet service, upi payment, Online e-tailers, insurance, investment options, small financing etc. So technically 100s of competitors can be found. But name 1 company which offers all these under one umbrella.. none..
Such companies are going through cash burn phase and eventually they will turn big, provided they can cross sell their products. Speaking of cross selling, with so many facilities under one app, this will be the leader. GPay may have most of the upi transactions market share, but without cross selling, they earn 0 rs from it. This is where Paytm will stand out..

I bought 4 shares of Paytm in unlisted market at 26k a piece (later stock split happened so it''s 40 shares @ 2.6k now) I am still happy with the buying price because Paytm offers a long term arena which no one else can.

Thanks for reading.

What about Amazon.in? Once Paytm burns all the money raised in IPO, Amazon will crush it with aggressive marketing.

@aniruddha patil... Not just Amazon, Google and many other players will try to do the same thing. But that ain''t gonna affect Paytm a lot. Example, Paytm has financing service. In 5 years time, it will become Paytm bank when they apply for it as per rbi guidelines. Imagine the quantity of consumption data you can collect from consumers if you run a bank. I don''t think Google or Amazon would be involved in creating a bank.

Also, per se, cash burn is not a good option. Amazon may be strong but they ain''t gonna fight it all out. They will hold the market share they have and try to gain. Same with Paytm. since Paytm is an early entrant, it will have higher advantage. India is the world''s biggest market, with average age of the population below 30. there is huge space for everyone to grow for the next 60 years

As expected great anchor book.. 👍

SIR, If any body is having Anchor investors list of PayTM, can u please share it
Thanks in advance

https://www.bseindia.com/markets/MarketInfo/DispNewNoticesCirculars.aspx?page=20211103-64

It is highly priced ipo. Govt should stop this kind of players who are ready to rob the innocent(greedy) investors. I think the time has come that sebi or its experts panel must decide ipo price considering its balance sheet and profit & loss account of last three years. From our end, We should be ready to teach a lesson by not applying in its ipo.

Govt. has nothing to do in stock market.
Sabi is a regulatory body who monitoring practices in market
Priceband is decided by co.
It''s their choice and valuation to be offered
If you feel it''s expensive than let it go.
Who find it profitable will apply
"Apna maal kitne me bechna hai vo bechne vala tay karta hai,lena hai to lo varna chhod do" as simple as that
Many Loss making co. Came with IPO recently and gave good returns to retailers