Talwalkars Better value Fitness Ltd IPO Message Board (Page 9)

TALWALKAR TO LIST AT 105 RS AND WILL SETTLE DAY BETWEEN 90-100 RS.
THOS WHO APPLY BE READY FOR LOSS OF 20% ON DAY1

Can any 1 tell me i am going through ASBA 1st time i dont know that at what name i have to WRITE THE CHQUE pl. tell me any 1 if u can???????????????

JAYPEE INFRATECH OPENING ON 27 APRIL,SUTLEJ JAL ON 29 APRIL,GELNMARK GENERICS ON 30 APRIL,MANDHANA ON 27 APRIL ,NITESH ON 23 APRIL .SO AVOID TALWALKAR IPO.

WE HAVE VERY GOOD IPO OPTIONS AVALABLE.BETTER SAVE YOUR MONEY FOR IPOS WHERE SAFETY,ALLOTMENT N RETURNS R EXCELLENT.

NITESH APPEARS TO BE A MUCH BETTER OPTION THAN TALWALKAR

Halbis Capital, Nomura Japan, HDFC MF and SBI MF have come on board Nitesh, whose public issue opens tomorrow.

Four anchor investors are boarding Bangalore-based real estate developer Nitesh Estates as it opens its Rs 405-crore initial public offering on April 23.

Halbis Capital, an asset management specialist of HSBC, Nomura Japan, HDFC Mutual Fund and SBI Mutual Fund are believed to have signed as anchor investors pumping in Rs 60 crore into the public issue, said a source directly familiar with the developnment.
The entry of two marquee global investors and two of India's largest domestic MFs as anchor investors comes at a time when Nitesh priced the IPO band at Rs 54-56, significantly lower than the original plan of pricing it at over Rs 115 per share.

The lukewarm investor appetite for realty IPOs and a rather long pipeline of public issues from this sector has made it a tight-rope walk for Nitesh Estates.

The realty player intends to use the IPO proceeds for developing 19 million sqft of real estate assets that is projected to rake in over Rs 800 crore of net income in the next 4-5 years. This is apart from the yielding assets such as India's first Ritz Carlton Hotel and large retail developments planned in Bangalore and Chennai. The new generation developer spearheaded by the 32-year-old Nitesh Shetty will pump in the cash raised through the IPO into various ongoing and planned projects and for repaying some debt.

ICICI Securities, Kotak Mahindra Capital Co and Enam Securities are the lead managers for the issue. The issue closes on April 27.

The company is expected to attract a post-money valuation of around Rs 1,000 crore with the promoter holding at under 50%. Going into the issue, the promoter held 85% stake, with private erquity player Och-Ziff holding the remaining 15%. Och-Ziff will also make a part exit through the IPO.

The company had reported a turnover of Rs 87 crore with a net of Rs 2.5 crore in FY09. The topline is closer to Rs 100 crore in the just ended FY10, with a net profit estyinmates of Rs 8 crore. The latest fiscal numbers are not confirmed as they are still under audit.

go ahead arsh apply at your own risk.
this stock was issued at 22 rs so you never know how the investors are going to react on day1.
i also dont think 54 p/e is justified and company growth should not be taken as its not a debt free company.

i would never apply in this ipo looking at expensive valuation nad dont see any growth in its profits in near future also .these type of companies will run away with your money and not show their face again.

better to buy cox and kings ir jubiliant from secondary market

QIB portion is 150% subscribed... all the FIIs and MFs are getting into this stock..
For a high growth stock, which is growing 50% this year, i think the P/E is justified.
If you take on the basis of this growth, you can count on growth.. What i like about this stock is the cities they are entering.. it is not Mumbai/Delhi/Bangalore/Chennai focused. They are tapping all cities.. thats he beauty

Hi Guys.

if you look at all recent ipo performance all have been very bad and below issue price from 20-50%
the only ipo that sustains are one with good international presence like cox and kings,jubiliant or infra story.

good to see that subscription is bad for talwalkars but it might get subscribed 2-3 times as its small issue.

you can easily get this stock at 70-80 rs after listing so dont put your hard money in it.
infact i was just checking all ipos which are coming talwalkar,tarapur,Nitesh and mandhan iindustries will crash at time of listing. find oppurtunities in secondary market instead

at present only seller....

75. Yeddurappa, Bangalore

Read message no. 71. In public forums, can he use such words?

How do you want me to react? If he differs me, there is proper way to convey his view, but not using bad language. Some third class people are using bad language in this forum. This forum's integrity is getting damaged because of such persons.

Does he think we don't know to use bad language? I cannot use such words in public forums.

74. sadiq

There is saying "don't argue with fools- keep away from fools".

My view is to avoid this IPO. If your view is to apply, then go ahead. Who will stop you?

looking to the todays subscription my forcasst for tomorrows subscriptionwill be

QIB 30
HNI 50
RETAIL 13

BEST OF LUCK & ENJOY

Dear gem,
is no 61 message yours?
if yes, then your stand i think is changed. earlier you were saying clear NO.

i m sure it cannot be compared with jubiliant or cox in any way i applied heavily in both these companies, but for tal... thing is a bit different. they have so many cross family holdings in other firms in the same name tal.... besides use of the same name tal... by their nephews. there holding would be around 60 % post issue where as in there other concerns they are holding 100%. now we have to have faith in their integrity before applying. have u any idea about their previous track record or dealings? how have u come to know about allotment to adi also, i have great faith in adi i applied in godrej heavily as well. pls reply

my sense says not to apply heavily though it may not give listing loss pls reply.

the co is not in niche area.there are so many local gyms even in my locality and no entry barrier.

it was earlier teard that it will come at 65-75 rupee.

it looks highly priced at 125.it will come to 70-80 levels where one can buy for long term.

any dick harry can open a gym.so many pre ipo investors shows that it will sizzle out.

always companies with low profile have earned great returns from ipo.look at thungamayil.slowly moving up.arss infra educom rec etc

Sadiq

Your comments were uncalled for...

Ravi and Yedurappa, both your views are correct. India is definately becoming a superpower but actually a superpower is supporting west. We were doing similar things before independence and even after 1947, we still work for the west...

Word out on the street that the IPO is over priced, and look at the volumes it has been subscribed, less than 10%!

Watch out, it might not open at a premium, you should be better off buying it in the stock market when it opens.

HI, GEM IPO FINDER

MERE PASS TALWALKAR KE LIYE 4 FULL APPLY KARNE JITNA FUND HAI.
4 FULL APPLY KARU YA 1 SINGEL APPLY KARNA FAYDE ME RAHE GA?
LISTING GAIN ME 20 KA PRIMIUM MILNE KA CHANCE HAI?


MERE BROKER KA KAHENA HAI KE TALWALKAR 20/22 DISCOUNT ME CHAL RAHA HAI,OR MERE FRIEND NE 22/24 KA PRIMIUM BATA RAHA HAI?
I AM VERRY CONFUSED, PLEASE REPLY SIR..... .

It is in niche-segment. No listed peers in this space. It has first-mover advantage. Hence, it deserves premium valuation. However, all its growth plans are factored-into its price.

It is better to take exposure in post-listing correction. AVOID IPO.

Now what is this ? Are there two companies?


Brand name could create conflict :- As per the information provided by the company, there exists agroup which owns and operates gyms under the same or similar name and which can claim the history of the brand. Since incorporation till the registration of trademark and trade name in 2005, TBVF has been using the same logo used by this group. At present, the company has not signed a non-compete or such other agreement/document with this group and they can expand their business in the future that can compete with TBVF. Any deficiency in quality, equipments, training provided by this group through itsgyms may adversely impact ‘Talwalkars’ brand as they operate under the same name.

Instead of applying in such ipos, i shall keep idle in my savings account. It would atleast fetch 3.5% instead of 35% loss in the ipo.

Sabhi log TALWAR lekar khare hai. AAP sabhi ki Gardan Katne ke liye. NHPC, NTPC, NMDC ki tarah.

Jisko Gardan katani hai, karpaya apply kare.

appply, apply, everybody is crying & they will apply, issue will subscribe more then 10times,gmp is 22+,hence our profit will 60*22=1320, if you want less profit then apply sure. i am sure it will list above issue price but profit may blow expectation. apply, if you think issue qib subscribed less then 20 times then we can stop payment like ganesh.