Vodafone Idea Limited FPO Message Board (Page 64)

Eagle Eye and other seniors.

Trying to recall YES BANK CASE.
EE suggested to sell early and cover it with allotted one on listing day.
Can we attempt it again ? (for MONEY RAIN) .
please explain one more time .

Yes FPO shares available 12.30 listing. Concept SHNI and BHNI was not there. Many applied retail with more than Lakh got full allotment.

What was the suggestion as was not active at that time so no idea 🤔

If today grey punters don't stop buying neglecting these news and will buy at the near around rates of yesterday's closing. Samajna ... Listing achhi hogi... Rat ko 11.30 Tak active rahene Wale owl... Subah late jagte he... So have to wait for few time to get to know about things happening around.🤗

​@sang  35-40% lower than yesterday night rate. So, pressure is there... But have to see, in case of no-limited selling due to low price, will the price rise or remains fairly near About. That will provide overall insights.

It's rising 🚀 at good pace. Good sign for all investors 🤑

😒 Israel has responded iran.

25ko FNO expiry bi he iski listing bi he agar tab tak FNO ban nhi hata aur short kar k bethe ho aur listing k din down nhi hua to shorter sellers will be in huge huge loss my tgt 16.36 on listing day

Please keep remember this 23rd is allotment date 24 credit of shares date n 25 listing date and also FNO expiry date

Simple talk - the only problem with Vodafone has been capital. Execution has never been a problem with this company. The service was very good before 2018-19 and it had huge customer base. So there is no reason to think that this one can't rise from ashes. Yes it will need more rounds of capital raise after this. But with government in full support of increased competition in Telecom, no better option than pushing VI towards growth.
Why will investors invest in further capital raise rounds? - just because they will see the market share increasing (as I said execution is not a risk with VI). So once they enhance from 2G to 4G and to 5G they will gain market share (company has lost 19% share over last 3 years). A substantial chunk of VI customers are still on 2G platform! So potential for increase in ARPU is much higher here. If you were a long-term VI customer, wouldn't you agree for a 20% hike when offered better services? If with such old infrastructure VI can sustain 220 million subscribers, why won't it be able to raise them back to 300+ million?
The last question is why not invest in VI shares when they were trading sub-10 levels? - it is about the confidence investors have in the company. Fund raising was seeming very difficult for VI. But in 2021 when government converted first tranche of AGR dues into equity, they got the skin in the game. And now seeing the institutional investor interest, raising capital no longer seems to be impossible for the company.

Just my thoughts, there is no advice here

​@Chirag Agrawal Excellent conceptual clarity

Vodafone Idea has this insane cash flow situation starting next year. 30,000 cr. to be paid between Oct 2025 and March 2026, and then 43,000 cr. per year for five years after that.

They're raising 18,000 cr. in the FPO, and that's not gonna cover much. Way too much to be paid!

Remember, Vodafone is putting nothing in the FPO. The govt (33% stake) isn't putting anything. The Birla's have promised 2,000 cr. "funding" but that doesn't specifically say they will give it as equity (or even apply in the FPO)

The government could convert part of the obligations to equity - but with 33% stake there's not much room for even say half of the payments next year!

Yes, the government doesn't want a duopoly. But this company seems headed to bankruptcy; it has already got negative net worth (so much losses that shareholder equity is less than zero) And most of the obligations are to the government. At some point, it will just run out of money.

It's sad, but the killer deal will be if a fourth player emerges when this company is super weak on cash flows - it can quite easily pick off the pieces. There's no wrong-doing here - just a lousy business where it is, and nothing wrong with it getting hurt. Unless they pull off a miracle in the next few years.

Disclosure: invested in their competition, so surely interested.

Atleast give credits to Deepak Shenoy for the post.

You have copy pasted everything.

Vi should've made offer to QIB/NII only.

​@chIPOrgarh And why so? Why not to retail 🤔

To avoid selling pressure on listing day.

thinking to apply 5 lots in retail.
will get all shares? what are the chances

thats the question what are the chance to get more above 1 lot

There is a slight chance the retail category will undersubscribe, hope you will get allotment for all 5 application.

I have never tried grey market selling but heard that broker has access. Looking at the size of FPO and chance of getting allotment.
I can apply Retail or SHNI. As this is first time for me, Should I deal in grey and apply? Any thoughts here experts.

Hope its true here too and performance like Lagaan comes out :)

can anyone advise which one have better chance to get more lots and allotment among this two- 14 lots (retail) or 15 lots (Shni) ?

​@Chhote Lal if retail got subscribe more than 1 time let say 1.3 times then I think we will get only the shares worth Rs 15k but if shni got subscribe let say 2 or 3 times so as per probability we will get at least 2 lakhs woth of shares out 3 accounts atleast in 1 or even in 2 accounts but in retail if we got even all 3 applications will get only 45k worth shares if got subscribed 1.3 times which is possible ........

​@Sunsam Between 'ifs' and 'buts', it is expected that retail portion will remain undersubscribed thereby giving opportunity to grab maximum lots in retail. On another hand, sHNI is expected to be oversubscribed where lucky ones may get one full lot and others may not get any allotment at all.
One may firm up decision based on final day subscription figures. Let's wait and watch.
Good Luck 🙂

10-11 rs pe GTT order laga lo .. ya FPO mein apply karlo...

Shouldn't make a difference.

Kahan se aate h ye log

@Tejas Pandya वैसेभी 11₹ मे सबको मिलने वाला है तो आज 13.20 में कौन खरीद रहा हैं
Today's QIB bids are encouraging, can we revise 🎯 14 to 17 in short term???
To be honest here was need of QIB 75%, NII 15 and RII 10. In 7 mins of preopen there will be tremendous selling pressure which may lead towards LC (but not lesser than 11). Let's hope for best.

jab 18000 crore nikalwane ho public se, toh 1000-2000 crore ka kharcha karke price support karni padti hai FPO bandh hone tak..

warna 18k crore kaise aayenge?

Ye jo 2/3 din se price maintain ho rahi hai, ye sirf FPO ke close tak hai. ek baar retail, hni aur other QIBs ke bids aa gaye, toh iski LC pakki hai.
Idea will fall from 23rd onwards and it will continue till 25th and week after that.

My target is 10 by EOD 25th Listing Date

​@Chhattisgarh Aeise target dene wale market me daily aate r jate rhte h.....

My estimated subscription details Retail <1
SHNI 1.1 to 1.3
BHNI 0.7 to 0.9 application wise.
Please share your opinion

Less Retail and HNI is good..
QIB should he more than 25 to 30 times
Less Retail and HNI means less selling pressure

​@arvindarvind if bhni remain 0.7 to 0.9 application wise we will get 10 lakh's quantity or for 2 Lakhs & in retail if application wise it less than 1 but no of times lets say 1.3 to 1.5 then retailers will get whole 14 lot or 1 lot please guide ......

subscription Prediction
SHNI
BHNI
Retail ?

Experts give your views on it

​@S.S. good idea sir ji aisa karte hain sab se puch kar gin lete hain............. ha ha

​@S.S. ok i have calculated your application

Pls calculate my application also in retail 14 lots form my all family member's accounts

The way operators are manoveaouring the price upwards , look like short sellers ( for hedging) have to run for cover once it comes out of ban . Good for fresh applicants in FPO..
Let's see which side the camel sits .

​@Chhote Lal  Aatta majhi satak li 😀😀 need time to cool down till 22nd to take right decision if we need to drop drone( retail) or shoot cruise missiles ( HNI) .

​@Rakcyt 😎🙏

Announcing India's first *live breakdown of app subscriptions*, including actual figures!
Check it out now!
Link:
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VI 1.51 BUYERS

VI CLOSING RATE 1.54 BUYERS!!

Poor investors are still in phobia that this FPO will give huge returns to them.

On the other hand, they have 200000 Cr of debt and FPO funds will be used for upgradation of technology only, there is no way to get rid of this 200000 Cr of debt.

Before listing and on listing day it may hit lower circuits to match CMP with the FPO price

Free free free !!!
Free mobile recharge for lifetime !!!

I seek attention of all board members.
I want to propose a theory that can have a high success ratio.

A companies stock generally reacts positively to increase in revenue and profit.
To grow a business we need to support a business.

# How to get free recharge for a lifetime ?

A simple two step answer.

1. If everyone who is reading this msg decides to buy or port their existing sim to VI sim and recharge for the whole year, we will be contributing to the revenue of VI and help them reduce their loss, resulting in increase in share price.
Imagine this being done by a large number of us our family friends for next 3-5 years, it surely should in normal circumstances give great return on the stock price.

2. Investors who are participating in FPO should only get their principal back and keep the free shares for long term. Additionally people who are convinced about this plan should also buy shares and keep it for long term. If large number of investors are holding shares for straight 3-5 years, again share price is bound to move.
# What if the theory fails ?

Those investors who profited from this FPO and holding free shares literally have nothing to loose. Money made on this FPO will only be lost if the share price falls.

This is just a theory, if anyone has any views please share. And if one finds it good please make it more presentable and then we can try to pass on the message to our family and friends.

Also if anyone with more influence and credibility participates in the application of this theory, high chances that people will follow their advice.