VRL Logistics Ltd IPO Message Board (Page 32)

Is there any discount for retail investor?

I don''t think there is any discount for retail investors or at least I haven''t read anywhere..

ipo oversubcribes hoga but no chances allotment. dekhna goo

NO.22 TC>>>>Bidders and not less than 35% of the Issue shall be available for allocation on a proportionate basis to Retail Individual Bidders, subject to valid Bids being received at or above the Issue Price. All Bidders other
than Anchor Investors may participate in this Issue through an Application Supported by Blocked Amount (“ASBA”) process by providing the details of their respective bank accounts in which the
corresponding Payment Amount will be blocked by the Self Certified Syndicate Banks (“SCSBs”). QIBs (except Anchor Investors) and Non-Institutional Bidders are mandatorily required to utilise the
ASBA process to participate in the Issue. F

Is there any rebate for Retailers ?

How many shares for Retail investors in VRL Logistics??

Some quick analysis:
Pro-rated numbers work out to netprofit of 100cr, If they close IPO at the upper end of the price band the market cap will work out to - 1895 cr so p/e works out to - 18.95
Lets look at the peers: The nearest listed peer in the same segment as VRL is TCI(TCI''s 2014 topline & bottomline is 2226Cr and 71.6cr respectively compared to VRL''s topline of 1503 and bottomline of 52cr). TCI is trading at a P/E of 26(based on today''s closing price).
Concerns:
1. Not sure about the debt numbers for VRL.
2. Capex heavy industry. Management''s past record suggests they aggresively borrow to fund the capex. (which is not good in my humble opinion)

However, Market favorable industry, with enough MoS on the table for investors. This will be oversubscribed multiple times. All the very best!.

Let''s analyze something. What was the scalability of Monte Carlo?? Almost Nil. Monte Carlo had a Pan India presence and very little chance for growth with not so investor friendly group. Issued at a steep price. I didn''t even think the moment band was fixed above 600, which I had expected below 300 to make some gains.

InoxWind with a scalable business having huge order book promoted by a respected business house. Issued at a steep price but QIB & NII oversubscribed many times due to earning visibility plus huge thrust on renewable energy by current government made the prospect even better.

VRL Logistics operates in a very competitive sector, having huge competition from organised and unorganised operator. Only advantage is the network of owned vehicle but that makes it a capital intensive business. Performance has been volatile and oil price can have huge impact in short term. However declining oil price has been a little bit of a breather even though govt has increased tax. Being in logistics sector (sector in favour & seeing momentum) and issued at a price of 19-20 PE it can be given a try after seeing the QIB & NII bids.

Inox Wind can be held for long term. Adlabs keep monitoring if they are able to reduce debt and monetise the asset. Ortel I feel should be avoided at all cost.

VRL is positioned as Bus Operator & Parcel (LTL & FTL) service provider. It can be given a try. I am not really complaining about the price as such and this company can transform into a Gati like company.

Thanks NC

I''m getting a lot good message & friends like U
In this site

VRL LOGISTICS IPO.

PAN INDIA LARGEST TRANSPORTATION NETWORK ONE OF LEADER

APPLY FOR CUT OFF PRICE

GMP.RS.50 TO 55

KOSTAK RS.900 TO 975

Pinky howife said
1. Monte carlo apply listed at discount
2.inox avoid listed at premium.

Avoid pinky jain
M. GUPTA SIR PLZ ADVISE ON VRL

APPLY.....

LISTING GAIN WILL BE THERE...

BUT IT MAY BE OVERSUBSCRIBED HEAVILY.....

1 OUT OF 3-4 APPLICATIONS WILL GET ALLOTMENT....


APPPPPLLLYYYY FOR SURE.....

Hi Nasirul sir..would you recommend subscribing for VRL?

Apply apply vrl premium 55-56 logistics will do good snowman returns....kostak 1000

premium rs52 application rate rs1000

happy u r in.wt strategy u suggest fr VRL.
IN GENERAL WT STRATEGY BEST FR OFS

Vrl logistics ipo gmp 50-52? Is it worth to apply looking forward that logistics shares in secondary are at boom.

VRL LOGISTICS IPO GMP. RS.45 TO 50

KOSTAK RS.850 TO 900

MUST APPLY FOR IPO

Vrl logistics Apply ...checked the fundamentals not bad ..but price band seems to be on little bit high. One may wait for reviews. Jaipur kostak 650-700 gmp 35-40 kostak active from tommorow

Since you said to apply..its gonna be a disaster for sure...so better to stay away

People in retail category in REC can expect frim allotment at 333.40 or upwards who applied

Vrl logistics crisil grade was 2/5 was in 2010 at that time company had huge debts now crisil rating is 3/5 avrg fundamental. Eps 10.7

3/5 was in 2011 so this is there third time taping capital market no ratings this time.

750 rs for min appilcation