@virat e mota bhai aapko to manyavar ki shervani pahen ke anushka mil gayi... abhi humara kya !! !!
42. arunARUN| Link| Bookmark|
January 31, 2022 3:10:34 PM
IPO Guru (2000+ Posts, 1700+ Likes)
Heard a new term JOMO on line of FOMO (Fear of Missing out) JOMO is Joy of missing out Though early to take call FOMO and JOMO will be a new Jugalbandi
42.1. CSK| Link| Bookmark|
February 1, 2022 10:25:12 AM
Top Contributor (300+ Posts, 500+ Likes)
@ arunARUN- We need more from your end. I am reading your comments regularly. I know you analyze well and deep dive regarding company performance. Best example Craftsman IPO, you have backed the company based on the Performance since everyone said to Avoid that IPO. JOMO and FOMO are okay.. But Give some tips and valuable advice.. Enlight and Enrich us.
10 min ka time de lala .. sari society aur mohhale valo ke fefde... kidney aur liver bech ke kuch paisa bhega karke tereko maal bechta he .. kahi jana nahi apun aata hi he lala ....😑
Or ye business me bhut kaam krna baki hai product compare to other high valuation pe mil rhi hai to ye muje thoda sa kaam krna pdega or apko ipo se paisa uthane ki jrurt hi nhi thi aap bdi galti kr rhe ho paytm ka haal hua esa hone wala hai smaj lo so that reason me 550 me offer kr rha hu or aap ka work muje bhut acha lga so aap me bat laga rha pure risk hai mera please think about think about it.
Chalo apke liye 1 dusri offer hai me aur chokdigang sath me ayenge par iske badle ham 501rs per shar lenge aur ye non negotiable deal hai. Bolo ha ya na aur agar aap dusro k pas jate ho to offer cancel
I m avoid this ipo veluation is very high, Face value also Only Rs 1. So price is more than 8,660.00 so bettar to good chance buy some stock available attractive veluation from secondary market...
This store is near my shop. 70 percent customers khaali nikalte hai jo item market mai 500 kaa miltaa hai yahaa 4500 kaaa miltaaa hai. Huge competitive business mode l. 100 percent ofs complete wealth destroyer. Stay away and save ur capital. They pays huge rent and salary as compared to earning . Save capital
31.1. arunARUN| Link| Bookmark|
January 29, 2022 4:05:26 PM
IPO Guru (2000+ Posts, 1700+ Likes)
Without commenting on issue price, I am still impressed that 30% people buy some thing (you said 70% don't buy and come out empty handed) For a shop like them highly priced as per you 30% is very impressive number in my view
Strong ipo advocater as usual as always..., Lm may love pro ipo people
31.3. arunARUN| Link| Bookmark|
January 29, 2022 7:57:39 PM
IPO Guru (2000+ Posts, 1700+ Likes)
Let me clarify that i find price high as compared to TCNS or Raymond or Go Fashions I was only impressed with the fact that 30% people who enter the shop buy some thing. I would have thought it would be a lower figure Just to give context LOOK to BOOK ratio in aviation business is 1 in 70. Hope it clarifies
30.1. K.Atar| Link| Bookmark|
January 29, 2022 2:02:04 PM
IPO Guru (1000+ Posts, 700+ Likes)
It seems that promoters are not of stable nature, saw this information containing in a photo in a forum, shared here for everyone. https://ibb.co/RDjJ7q7
30.2. arunARUN| Link| Bookmark|
January 29, 2022 2:54:26 PM
IPO Guru (2000+ Posts, 1700+ Likes)
@k.atar Your conclusion is unwarranted. There can be no correlation between buyback price and issue price. Buyback amount is limited by companies act and on other hand buyback offer is available to all shareholders on equal basis. Many companies are doing buyback as dividend have became taxable and buyback tax liabilities are paid by the company. As long as each shareholder right is being protected there is absolutely nothing wrong with it Kindly explain your view point in detail
30.3. K.Atar| Link| Bookmark|
January 29, 2022 3:12:02 PM
IPO Guru (1000+ Posts, 700+ Likes)
@Arun Sir, thanks for the response on this subject matter and with due respect to you, I just shared the data and left it at readers to discern it, there are still many days left in this ipo to be open to public and so no conclusions have been made as such. And regarding the comment about promoters they are unpredictable. Hope you haven't read the post in rush.
Kind Regards
30.4. arunARUN| Link| Bookmark|
January 29, 2022 3:36:44 PM
IPO Guru (2000+ Posts, 1700+ Likes)
@k.atar Your statement was It seems that promoters are not of stable nature With this statement you attached a photo of DRHP page with highlighted portion. How does buyback decision are related to stable nature of promoter. Yes I would have agreed with you if this issue had even Rs 1 of fresh issue as no company can be reducing capital on one side and raising fresh capital on other side within short period of time (say upto 3 years)
30.5. K.Atar| Link| Bookmark|
January 29, 2022 4:36:14 PM
IPO Guru (1000+ Posts, 700+ Likes)
Arun Sir, I see now context of your remark, actually the highlighted portion is shared as found basis, no highlight from my side, i shared only coz they reduced face value to Rs 1 (their right) and bringing ofs at higher price (general perception) in these times when the market is in correction mode due to fed impending meet, not my concern if they value their comp reasonable or exorbitantly - the response from public will be in proportion of that. And I will wait to see how schemes unfold in union budget. However pls share your view on AWL ipo. We need expert like you.
Arun jee Buyback price is always higher than market price and if company is doing very well then I can assume that it may be reached at buyback price or beyond but here Company financial is not good between these quarter and not performing well in terms of sales or profit and most of company facing issue with inflation that why I saw most of company price have moving with 200 DMA. I think valuation is very high at price 866 .
30.7. arunARUN| Link| Bookmark|
January 29, 2022 7:52:45 PM
IPO Guru (2000+ Posts, 1700+ Likes)
@hostpacker i agree with your comment on price being very high. Point what we are discussing is buyback price when company was private and had 2 group of shareholders. These sets of shareholders are entitled to take profit after payment of taxes whether by way of dividend or buy back All disclosure should in place. A buyback higher than book value will reduce book value post buyback and show high offered price to existing book ratio. What you have said applies to listed stock
29. Nidhike| Link| Bookmark|
January 29, 2022 6:26:28 PM
Top Contributor (300+ Posts, 500+ Likes)
AVOID
It will loot us It will koot us It will shoot us ....IN THE HEAD!!!!!
After SaaS and PaaS it's WaaS business model : Weddingcloth as a scam!!!
Its just amazing, the way GMP dhanda happens in our markets. IPO price range is not even formally announced but GMP transactions can continue even before that.
Bring your shares at any price to market and GMP transaction groups/operators can run transaction based on "un-official premium (probably % based) on a price of share which is yet to be announced". Am I missing anything here or this virtual and grey market (before price range announcement) really exist in our country.
Kudos and my all respect to all GMP based operators of our country if the Grey transactions before IPO price range formalization really exist in our country. Shat shat naman to this operator group. Please understand it is not a ridicule but respect and awe that such virtual business (with real people involvement) is really possible when we don't even know the price at which the share will be offered in the IPO.
27.1. jajo| Link| Bookmark|
January 27, 2022 10:41:32 PM
Top Contributor (300+ Posts, 200+ Likes)
There could be a possibility that Gray market operators must be extracting the inside information from sources close to the company management, Merchant Bankers, Lead managers, Issue Advisors etc. about their thinking of the pricing of the issue. Operators act accordingly
27.2. arunARUN| Link| Bookmark|
January 29, 2022 3:42:29 PM
IPO Guru (2000+ Posts, 1700+ Likes)
It is fairly easy to work out issue price as number of shares being offered are already mentioned in DRHP.
All you require is guess on issue size. Estimated issue size divided by exact number of shares on offer can give you estimated price of offer
Even other wise as per SEBI guideline it can be deduced that market cap would have to be higher than Rs. 4000 crore as issue dilution is less than 25% as of now
That is why I said I am amazed and awed with such dhandas.
"Grey (unofficial) transaction on GUESSED issue size".
"Grey Market Premium on CONFIDENTIAL issue size/price"
"FPO shares getting sold even before FPO shares listing date"
Many may find these transactions as normal and new trends but I personally am AMAZED and AWED at these as possible, acceptable and also being promoted.