Storage Technologies and Automation Ltd IPO Message Board (Page 6)

aapko allotment naa milne ka dukh hum smjh skte h

Thank you @BLUE WHALE  sirji..🙏🙏

Ironically, on fundamentals, the order should be exactly opposite 

Amkay in very crowded space, average financials and priced to perfection (in line with Hemant / QMS), so listing gain if any will be short-lived 

Sai Swami majority of revenue this year is from steel scrap trading, manufacturing is <10% of revenue, so one is fully buying future story 

Racks & Rollers is in a sector with tailwinds (warehousing), discount to peer, good management and reasonable order book (~21 cr + 9 cr) given these are short projects with small sales cycle. Financials are back on track after Covid-linked pricing shocks to steel in prior years. Hopefully everyone will stick to GMP and leave Racks & Rollers alone :)

​@rohiitian Even for Sai Swami, the proposed segment to enter is Kitchenware, which again isn't something very unique but yes goes well with what they already do, given that their main push is now on how to expand margins going forward

Ok @rohiitian Taken note of that, will take a decision taking into account all these factors, thanks..🙏🙏

​@rohiitian - chilla chilla ko sabko scheme bata do.🤪

​@rohiitian I was anxiously waiting for this message. Your knowledge is truly an asset to this forum..big thanks..pls keep posting 🙏

​@Unknown Man Har IPO me mein chillata hun. Koi nahi sunta :)

​@rohiitian thanks alot sir for analysis. Keep posting!

​@MuStrFc Main thing for operator is size of issue - Amkay and Swami are tiny and it's easier to manipulate. So one sees good gray activity. R&R is large so harder to manipulate relatively, so punters will focus on those two stocks - listing gains might be good, but subscription will be through the roof.

Kitchenware will take time, so one can enter if there's proof of performance down the line in my view

​@rohiitian which should applied first tell me as your knowledge...