Once lien a/c can''t withdraw, only way you Write to registrar
381. gamble| Link| Bookmark|
October 30, 2016 8:35:55 AM
(1600+ Posts, 3900+ Likes)
For Optimum profit :::
One can consider PNBHF as a sell in kostak of 1350.....u wil get it below 850 on listing day(imo)..this is too much kostak and gmp of 91 is not sustainable ...
381.1. Earthking| Link| Bookmark|
October 30, 2016 9:03:22 AM
IPO Guru (1300+ Posts, 500+ Likes)
I am a follower of ur stock ideas but this time u have taken a contra view ... I feel it will not work out ... Just my view ....
381.2. gamble| Link| Bookmark|
October 30, 2016 10:08:02 AM
(1600+ Posts, 3900+ Likes)
No contra view sir,,.....1000 by uttrayan highly possible...
If u see past then i refuse to sell in kostak at 850 and 1100(where many were already sold)....you see this much kostak and gmp rise due to almost full allotment,hni and mostly not much trading in grey due to diwali
But this is too much ....rise....and u know
"Ati Sarvatra Varjayet"
380. Pallavi| Link| Bookmark|
October 30, 2016 3:15:56 AM
IPO Mentor (900+ Posts, 1100+ Likes)
Members who had applied in VB don''t withdraw your applications..It will list in premium definitely Because it''s a consumable story....IPO like manpasand,parag milk,prabhat dairy have not such premium but give good returns on confirm allotment.... Happy Diwali and prosperous new year to all members... and special wishes to eagleye and septa sir....And also happy investing in stock market....
I am now 58 year old. When I was 15 year young in winter not a singal shopkeeper stor any cold drink except soda now each and every Khoka / pan retailer selling cold drink whole year even on winter. In winter no need to chilled cold drink and retailer get good margin. So vbl going to give good return to shareholders.
376. Eagleye| Link| Bookmark|
October 29, 2016 10:37:02 PM
IPO Guru (6600+ Posts, 22000+ Likes)
It not valid to conclude the VARUN IPO good or bad on basis of Employees quota subscription in most of good IPO employees quota remained unsubscribed but listed at very good premium and till giving good returns.
And for company having 21 plants is very good for revenue generation capabilities
Even in Zimbabwe there may be a growth potential, as many Indian companies sellling their products with good margins than thay are getting in India.
Pepsi will never sell carbonated drinks though out a life time they will also change as per local demands.
No body cares for winter or summer they needs Pepsi or any of Pepsi as they want.
How many of us are not drinking Pepsi or not taking ice cream in winter?
if installed facility is there that will be utilized by filling Pepsi or slice or any pipeline product.
See products of PepsiCo India in below link.
http://www.pepsicoindia.co.in/brands/slice.html
History says foods and beverages IPO have made surprises on listing.
And even though people''s want to sell their shares at -40 discount I am ready to buy unlimited shares as you want.
So don''t take decisions in too much hurry otherwise you may loose more and get nothing.
Chup kar pagle, ab rulayega kya? Chal bol diya, VBL will list at 100 rs. premium. Ab khus.
375.5. Septa| Link| Bookmark|
October 30, 2016 12:49:40 AM
(4000+ Posts, 4600+ Likes)
lets workout some number 21 factories and 3 backend factories . total capacity 7.2 billion lt per year VB present manufacturing facility is running at 60% capacity which 4.5 billion so total capacity 7.5 Billion To built 2000 Lt an hour factory which works 8 hours day only 9 months a year of mineral water plant ur bottle top factory cost 2 CR this just factory and building not the land cost. So capacity is approx 4 million for 2 Cr so 7200 Million will cost 3600 Crs
But these pepsi bottling plant cost a lot more in fact from RHP we know resent capacity expenditure we found 300 Cr is cost to a built the last state of the art factory
with 24 plants at 300 Cr we get a value of 7200 Crs
what we r getting here is state of facility at full capacity will generate big cash
I applied in 2 applications, but decided to make it one application at last moment and withdrawn one application at 2:58 PM on icicidirect ASBA before they went offline at 3:00 PM. I lot is OK to take risk, even if it list at 400 Rs, very unlikely 45*33= 1500 Rs. Let''s see what happens.
The most surprising of all surprises though was Co''s move to expand in Zimbabwe ... Zimbabwe? Of all? ..YES ..Zimbabwe once had an economy ...but it was known for all wrong reasons...A few years back Zimbabwe printed a 100 Trillion Zimbabwe Dollar note .. and even that much money couldn''t buy its bearer an apple.... .Can you believe? ... . I''m afraid but I can''t figure what kind of growth is being anticipated from this Zimbabwe foray ..
Yes, I too read about it in moneycontrol, no wonder the company is borrowing money like anything to support there weird decisions, they are spending 140 cr there, add another 140 cr to there loan book.
30 million for 1 .2 billion MC is not a big risk IMO even say it list at 400 will still have MC of 1 billion that is less then .03% also local partner is member of a famous man who goes by the name of Robert Mugabe. The reason for putting the plant in zimbabwe was presently pepsi is sourced from VB zambia plants that Local partner approached pepsi to set a plant so it was arrangement for favour i suppose
@ 374.2. Septa That was on the expected lines .. Blame it on PepsiCo......Appeasement, favors, sounds like anything but the business. Zimbabwe where almost a quarter of the people are dying of an deadly epidemic and only a handful can brag about being above the poverty line can''t be an obvious investment choice for anyone who truly means business.. I mean you may have a produce that sells worldwide....But that doesn''t mean you would open factories in every nook of the world, even where they have the Taliban reign...right?
We are human being. So we are going to make mistakes It is very difficult to take any decision on the listing date Take the example of LT Info It came down and down Take the example of Manpasand Then take the example of Power Mech and Monte Carlo Some time you reduce your losses and sometimes it increases When you makes profit losses are also there Be happy by investing
@356.1 GreeDisGood . Are you asking people to now rely on a surprise? .You sound familiar ..like that frumpy guy in shabby black tweeds, tipping young newbie derby gamblers to bet on a crippled horse for a penny ... . No one knows how but Manapasand won the race...So now is Varun''s turn ..the most crippled of all such ponies....Nice indeed !!
No, I am not a investor who just rely on surprise. I had 2 applications but seeing the poor subscription I cancelled them at 1:55 PM. However if we look into past we can see food & beverage stocks have got very poor fancy from market but have given good rewards in short to long run. I am only saying it could be possible that this crippled horse may win some how again and people who gambled on it may have the last laugh.
Agreed.made a bad decision ,by applying in 2 applications. Now how to handle this situation?, common on experts.! This is what we need for experts. No bad opinion about septa sir,even buffet makes mistakes,but handling the situation is important. Now, 1. Booking loss on the listing day 2. Wait and book less loss 3. Average it on listing day and come out later Any other suggestions ? But please don''t post like, as if you never made any mistakes and all are straight forward profits.
In my views pls sell on listing day after immediate open the market if open in discount bcos u can see maximum past IPO share which list in discount they do down more and open in positive then go high.
368.2. Jainvipul| Link| Bookmark|
October 29, 2016 4:05:47 PM
Top Contributor (400+ Posts, 300+ Likes)
Send mail to registrar regarding cancellation of application coating app. Number & other detail Or withdraw amount from bank
368.3. Silapathar| Link| Bookmark|
October 29, 2016 5:00:29 PM
Top Contributor (400+ Posts, 200+ Likes)
Now that you have already played the gamble, better to wait. If you have a 4-6 month horizon, I think you will easily make 10-15%. But also keep a stop loss, below which you either exit or if you believe in the growth story of VB, average out.
Varun share prices in future will be very easily manipulated by fiis as they will be holding majority shares, there are no domestic institutions having any stake baring sundaram .Once the selling from retail & hnis get absorbed "there game will start". One should try to nibble on listing day at lower levels.
Believing worthy opportunity as per RHP page 59, I will continue my investment :- In Fiscal 2013, 2014, 2015, and in the six months ended June 30, 2016, we incurred capital expenditure of Rs 6,415.92 million, Rs 2,161.76 million, Rs 15,324.85 million and Rs 5,671.71 million, respectively, primarily in connection with property, plant and equipment, in order to increase production capacities and modernise our production facilities, as well as on visi-coolers and other chilling equipment placed with retailers and other points of sale.