Vodafone Idea Limited FPO Message Board (Page 74)

​@Chalak Lomdi @newgen consultancy @Chhote Lal​@Tejas Pandya and other respected members
I bought shares some time back at 12.80, should I hold OR sell?

I see that it will be allotted at 11, and I believe it will be available around 11 later listing.

Thank you @Chhote Lal Ji🙏

​@DeepakYadav  kya hoga nahi malum per secondary me suggestion he achhi jagah se guide lijiyega.

What will happen if I sell in grey and stock hits LC and I am not able to exit my position.
Bcz grey dealer settle deal at opening price

धन्यवाद @🎁 Just For IPO 🔔 तुम्हाला पण रामनवमीच्या हार्दिक शुभेच्छा..
Happy Ram Navmi to all 🙏🙏

In case of ruchi soya FPO ( FPO preopen time 9.00 am to 9.07 am )
1. Angel allowed 10.45 am ( technical error lol )
2. Upstox 2 din baad 🫵😁
3. Hdfc securities perfect time
4. Zerodha perfect time
5. Local broker marvadi around 9.20 am around
6.local broker zaveri may be on time or 10 15 min late . . .
7. Samco allowed after 10.00 am
Fir esa naa ho ke aap log broker ko 14 rs. Pe settle karo hisab aur jab bechne jao tab 13 rs . Ho .. samje !! To apne brokaro ko puchho, aur jyada tar ho to unko hi maal becho.

I am not selling in grey all open.

​@IPO GURU. @Tejas Pandya @abc xyz @Seth. @B.M.SURANA Do we have Share Holder quota for this IPO?

​@Sandeep Konchada  While probability of allotment appears high in this FPO, no one can tell how profitable it will turn out to be. Please assess risks and rewards scenarios yourself before investing.

​@Sandeep Konchada I'm going to hedge 50% in gray if rates stay same and 50% open as listing gain is unpredictable but in 1-2 yeas it could give good returns if condition improves of Vodafone.

​@GJ Eighteen And all other who have connection with grey broker..
What's reason behind 2 subject to ?? And what was the terms and conditions before closing in subject 2?

*VODAFONE*

RETAIL 15k
SUB 1: 1620
SUB 2: Closed

SHNI (2 +/-)
SUB 1: 9000
SUB 2: 19000

BHNI (10LAKH +/-)
SUB 1: 27300
SUB 2: Closed

​@CSK  LC is unlikely in this script even at 10% range

​@Tejas Pandya Sub 1 is fix rate as far as I know .
Is it matalia?

Subscription is going higher then expected because so many people already selling application in grey market I mean it's huge. GMP is 1.70 before listing I think price crossed 14 rs intersting to see tomorrow action because it's out of Fno ban. I am applying with full force with my 25 accounts

Applying open or hedging by selling in the gray market or FNO?

As ISIN for this allotment will be similar to existing stock the preopen period may be 8 30 to 9 AM or 9 15 AM.
At 9 15 AM you can deliver old or newly allotted stock
Frankly any one holding old stock can also participate in pre open

9:00 to 9:07 am order collection:
Don't wait till 9.08 as order collection window can close at any time between 9:07 AM and 9:08 AM.

9:08 to 9:12 am: Order Matching Session
From 9:15 am: Normal trading

This will be the most exciting issue of 2024.
With big size, the allotment quantity will be huge (for most of bHNI applicants).
Get ready for a roller coaster ride !!!

Cmp shows optimism from market participants and managing the price is not possible due to high liquidity.
while members here are hedging since it will be 100% sure shot allotment and nobody wants to be on a wrong foot
Lets review on last day.

True, it will be interesting to watch price action after FPO closes.

How to hedge ?can you give example for a bhni application...

How much time it will subscribe in qib. Is anyone estimate such figures......

Bhai is FPO ki subscription ki estimate abhi karana bhut muskil h...

​@montu parashar  I agree with what our friend @Silent lion mentioned that in current scenario, it is rather difficult to estimate. However, going by Yes Bank FPO experience where QIB portion subscribed 1.9 times, one may guess that it will be about 2 times or so here too. Let's wait and watch.

In retail this is firm allotment candidate

Which one is best option for SHNI
1) to sell in Kostak
2) to sell in subject 2
?

Subject 2 you only get when the share is allotted to you & kostak you get money whether the share is allotted or not...

​@Gopal lucky boy in SHNI 900 crore reserve so i think it will oversucribe by 2x or more

Any one from Bhilwara can deal in grey market then contact.

​@Tejas Pandya  भाई आप गुजराती लोग तो ढूँढ ही लोगे.. कोई न कोई.. लेकिन हम दिल्ली वाले क्या करें.. कहीं नजर ही नहीं आता ग्रे का बाजार !!

​@Tejas Pandya haha!
Sir, bharti me nahi dhoondhe the.. total open rakhi thi sab applications. Yeh Vodafone itna bharose laayak lag nahi raha..
Aur kal FNO ban se bahar aa jaata hai to nahi sell karenge grey me.. 😉

FPO of VODAFONE IDEA is on cards. In my opinion it is better to see the facts and figures of such a FPO of Yes Bank in July 20.
The post is likely to be longer, I may please be excused.
Yes Bank came with FPO in July 2020 for 15k crs. in size. FV was 2/- and price band was 12-13. The condition of the Bank was very well known to the investors. But the Bank was in loss for fy20. In earlier two years it was not in loss. Looking into that time conditions the FPO could not get response from Retailers and NII. Bothe the portion was under subscribed. Retail 0.47x , NII 0.63x and die to the grace of QIB1.90x and total 0.93x, the FPO was sail through. In such conditions the shares were issued at 12/- a piece, the lower price of the price bsnd. Now listing is concerned listed, high, low all at 12.30 on BSE.

When we see the figures of VI, the issue size 16k crs. a bit bigger than Yes Bank. Financial front, very very bad in comparison. FV is 10/- and price band is 10-11. All the past three years big losses. Price just like at par or bit higher.

The market conditions at present looking bad. A fall of about 800 pts. followed by 850 pts. on BSE. A dip of about 475 on Dow Jones a bigger loss on Friday than India. Mid and Small cap shares were not affected badly on Friday. This was a fall of all time high on Tuesday. Factors in short behind this fall were:
1. Pressure from FPIs.
2. US Inflation.
3. US Bond yield.
4. Valuation stress in India.
5. Profit booking.
6. Rising commodity prices.

It is observed in fall, there may be following points in Short :
1. Iran-Israel war.
2. Weal Global market.
3. Rise in US Dollar rates.
4. Soaring crude oil prices.
5. FII selling.

All the above factors are as per available news.

In these circumstances coming days will be very important for taking decision whether to apply or not, specially for retail investors. For big HNI members they know what to do. Whether to apply for listing gains or medium/long term investment, the decision should only be personal. Never come under the influence of any one. Your own decision only and only, in my views.

Conclusive sentence :

**LOVE THE SHARE MARKET, BUT NEVER FALL IN LOVE**

Thanks and all the best to all. Please ignore my mistake if any.

Please read two lines as under :
This was a fall after all time high on Tuesday.
*(In Yes Bank)
In VI it is *offer price just at par or bit higher*.
Thanks.

​@PKRAJ Thanks for sharing your views. Just a small typo correction - Size of VI FPO is 18K Cr and not 16K Cr.
Markets are bit jittery for various factors as you pointed out. Going forward, let us see what response this FPO gets in coming days.

Experts, Can you guide on the expected subscription times in BHNI and SHNI?

Bhni-10x
Shni-15x

Of the total FPO proceeds, the telco proposes to use Rs 12,750 crore to purchase equipment for expanding its network infrastructure by setting up new 4G sites, expanding the capacity of existing 4G sites, and setting up new 5G sites, as per the RHP.
The telco will spend Rs 5,720 crore of the Rs 12,750 crore earmarked for network expansion on setting up its 5G network.
In FY25, it plans to set up 10,000 new 5G sites with a spend of Rs 2,600 crore, and in FY26, it will set up 12,000 5G sites with a spend of Rs 3,120 crore.
Source : money control

GMP new high 1.65🔥

Of the total FPO proceeds, the telco proposes to use Rs 12,750 crore to purchase equipment for expanding its network infrastructure by setting up new 4G sites, expanding the capacity of existing 4G sites, and setting up new 5G sites, as per the RHP.
The telco will spend Rs 5,720 crore of the Rs 12,750 crore earmarked for network expansion on setting up its 5G network.
In FY25, it plans to set up 10,000 new 5G sites with a spend of Rs 2,600 crore, and in FY26, it will set up 12,000 5G sites with a spend of Rs 3,120 crore.
Source : money control

If everything goes according to the plan of management then it can reclaim it's postion in future , let's see how much anchor shows the confidence in Vodafone.

Good read on future strategy of management :

Vodafone Idea will engage with lenders more seriously once FPO funding is in, says CEO

https://www.moneycontrol.com/news/business/vodafone-idea-will-engage-with-lenders-more-seriously-once-fpo-funding-is-in-says-ceo-12659981.html

​@newgen consultancy and other senior member Plz clarify if retail do not subscribe fully then we will get FPO at lower price at Rs.10. Is it possible?

No....If whole issue got undersubscribed, then you would get at lower price, which isn't seems going to be

Abhisir, you keep money ready. If issue doesn't subscribed, then they will contact you to subscribe remaining shares at your rates.

VODA IDEA CEO Says Will roll out 5G services after FPO funding
In the last 5 years, we have seen equity infusion of ₹23,000 cr by promoters ; VI CEO

​@Tejas Pandya  @newgen consultancy @B.M.SURANA Any suggestion on whether Yash optics will touch the upper circuit today... @GJ 😀 #YashOptics