Vilas Transcore Limited IPO Message Board (Page 7)

ABS Marine ki ship nikal chuki hai...

Hope everyone got a chance to be aboard.

I also never get any allotment from Bigshare even though I have six D Mat Accounts. So better to avoid

I have been applying ipo for the past 4 yrs now. Not even a single ipo has been alloted where bigshare is the registrar.
Note: i have 11 dmat accounts .
Something is really fishy.

The moment bigshare is registrar there is no way u can allote

No point in applying with Bigshare registrar.

Simply avoided

Hem generally does not manage Big size IPOs well (Sona, Aztec, etc.) when there’s Retail selling pressure..
Plus there will be a selling pressure on listing 3Jun (exit polls).
Possibility of discount listing cannot be ruled out !

IPo size is Big and so better are the chances of allotments.
Financials and LM track record is good, hoping for positive listing with 50 to 70 % premium.
Applied in HNI category
Fingers crossed will wait for 3 June!

Listing only around 50% gmp
Sell in advance, if one can

Pitti engineering is the direct peer for this company, why they have not mentioned it's name in peers.
Now pitti is much bigger player than vilas & it is available at 30 PE.
If one adds GMP + ISSUE PRICE it goes beyond 30 PE.

RHP is to glorify the company itself, how can they mention other peer that contradicts this? 😊 @Sharvam

what a perfect day of listing 3rd June. Romaanch hi alag level ka hoga is din.

Expected Subscription more than 300 times?

yes possible

subject to 85000/-

Is it better to apply few retail or few 3 lot hni applications? Which has better allotment chances ?

Few Retail...Because for retailer available shares are more...

how allotment happens if someone applies in HNI category. I know that more number of lots, more the chances. But how do registrar decide on percentage of allotment in say person applying 4 lots vs person applying 5 lots. Need bit of guidance in this pls

Thanks for the revert.
If I have funds worth 14 lots, which combination should be preferred for better allotment chances
1. Retail 14 apps
2. Retail 6 apps, HNI 1 app (8 lots)
3. HNI 2 apps (7 lots each)
4. HNI 3 apps (5,5,4 lots)

Option 1.

Beacon or Vilas in retail Category ? In Vilas there will be 2154 lucky allotees while in Beacon there will be 901 alottees.

Does not matter if you are lucky you can allotment in beacon and not in vilas

applying 18 lots pls join me

NO LOGIC AS PER AVAILABLE FUND

Joined you with 18 lots.

Applying 9/9/9/9

If BJP loses power Nifty valuations can crash to pre-NDA levels, warns UBS Warning investors of a sharp knee-jerk reaction in the stock market if the ruling BJP loses power in the ongoing Lok Sabha elections, global brokerage firm UBS on Monday said equity valuations can even test pre-NDA levels in the worst-case scenario.

"Any unexpected outcome will likely be perceived negatively at least at first, due to political instability and possible policy paralysis weighing on business sentiment and impacting investor confidence. This could trigger knee-jerk reactions in financial markets in the near term, with equity valuations possibly testing pre-NDA levels," said Premal Kamdar of UBS Securities.

This news is just for grabbing headlines. Note that they have said pre-NDA valuation, not pre-NDA level. Currently Nifty50's is at a P/E of around 21-22. During UPA regime, it got as low as around 12 and as high as around 30. So, what exactly does pre-NDA valuation mean ? If it means a P/E of 18-20, the Nifty can definitely correct 10-15% if the BJP cannot form even a minority government after adding NDA + BJD, but that is a very unlikely scenario.

I do think the downside tail risk is higher than upside ( though probably of downside is lower than upside ). If BJP does get 370+, the index will rally less than it would fall if BJP is under 200.

Btwn BJD ready to support INDIA govt only if Mamta banerjee made new PM not Rahul gandhi ???

While looking at subscription numbers I find something interesting. FII put a bid for 13,60,000. Something is cooking.

I would be interested to know on such low borrowing figures. Does anyone know the reason? I mean, what is their source of funds (only equity/capital injections)??

Internal accruals are there main source of Fund. Is you go through RHP they have surplus fund which are invested in mutual funds.

Thanks a lot @AGIPO, it is just that, why not debt? that can be one good way of savings tax and strategically good source for short term requirements.

The P/E on a post-IPO and annualised basis is around 14.85 times and the Industry P/E is 24.0 times which makes it fairly priced in the industry. The Company’s debt-to-equity Ratio is 0.02. The Company is raising total proceeds of Rs. 95.26 Cr out of which Rs. 45 Cr and Rs. 20 Cr. is going to be used for funding capital expenditure towards acquisition and installation of additional plant and machinery and towards construction of factory and building, respectively. The Company operates in a competitive environment and has a scalable business model. The Company has shown consistent increases in the revenue from operations and net profit since FY21 and also has positive operating cash flows for the periods ended Dec 24 and FY23.