Infibeam Incorporation Ltd IPO Message Board (Page 15)

13. ABHISHEK AHMEDABAD | Link | Bookmark | March 15, 2016 11:38:58 AM

grey market application rate 550/-

12. Eagleye | Link | Bookmark | March 15, 2016 10:32:33 AM

IPO Guru (6600+ Posts, 21900+ Likes)

http://www.vccircle.com/news/technology/2015/07/01/infibeam-eyes-70m-ipo-first-pure-play-indian-e-commerce-firm-hit-bourse

http://www.vccircle.com/news/technology/2016/03/14/infibeam-open-first-ipo-indian-e-com-venture-march-21

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12.2. Eagleye | Link | Bookmark | March 15, 2016 7:23:12 PM

IPO Guru (6600+ Posts, 21900+ Likes)

Infibeam: (refer page 73 of RHP)
Market Cap (Post issue) ... @320 = 1,986Crs
Market Cap (Post issue) ... @432 = 2,294Crs

12.3. Septa | Link | Bookmark | March 15, 2016 9:40:33 PM (4000+ Posts, 4600+ Likes)

thank u

11. ~~starsipo~~ | Link | Bookmark | March 15, 2016 10:10:29 AM

It has been seen that some fools just repeating others view to remain in limelight.....also in recent past some fools always saying he will going to avoid completely....only to later emerging as applied ......keeping others in dark....beware such barking fools

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11.4. ~~starsipo~~ | Link | Bookmark | March 15, 2016 12:34:34 PM

Dear septa,
I can''t disobey you....for me its your order,i bound to fulfill.....if one looks at past posts ,i was stunned to hear words from his first reply few months ago,he first started words like fool,idiots,ga adha....he often used maybe...but he started its all he also used abusing language smothly,but once he regret it,...why he becomes jealousy when any1 thumping chest....words like fools,idiots.....i also used only after he using 3 or 4 times....i can''t calm down silently reading such words ...no1 can.......

11.5. Septa | Link | Bookmark | March 15, 2016 2:11:51 PM (4000+ Posts, 4600+ Likes)

Thank u Starsipo lets now forget and start a new innings... and RKS has already said his point so now this forum will not hear anything in this matter i hope and pray..... happy investing.

10. ~~Rajeev Kumar Singh~~ | Link | Bookmark | March 15, 2016 9:55:44 AM

E-commerce market is not mature in India with many headwinds to their growth going forward. Almost all e-commerce companies making losses with flipkart faring the worst. Infibeam in actual has a very small market share compared to flipkart snapdeal n amazon. Its growth is uncertain n probability of its M&A by the major 3 e-commerce sites is great during consolidation in the industry. Over n above that infibeam has been reporting regular loss since last 3 yrs Its better wait n watch. I am going to avoid this IPO as a caution.

9. Septa | Link | Bookmark | March 15, 2016 9:32:19 AM (4000+ Posts, 4600+ Likes)

Neotrade Thank u sharing plus both have not given a reason which put negative shadow on this IPO....u hardly see lead manager walks out....before walking out they would have at least informed SEBI why they have walked out SEBI being the watchdog they should at least share this info. tomorrow if infibeam turn out to be scam for the given reason SEBI is in equal flout .... take the case of quick heal many people lost.

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9.2. Septa | Link | Bookmark | March 15, 2016 5:04:42 PM (4000+ Posts, 4600+ Likes)

SEBI is a useless body look at corporate debt.... BTW any idea as why the lead manager walked out.... Found out the group family is UHNI before infibeam

9.3. NeoTrade | Link | Bookmark | March 15, 2016 11:31:10 PM

IPO Mentor (700+ Posts, 300+ Likes)

Nope...have not been able to identify why they walked out from my circles...working on that..purely out of curiosity..not that the answer will help me make an investment decision!

8. ~~mehul mehta~~ | Link | Bookmark | March 15, 2016 6:27:44 AM

septaji will u apply or not infibeam incor ?

7. NeoTrade | Link | Bookmark | March 15, 2016 1:07:49 AM

IPO Mentor (700+ Posts, 300+ Likes)

Forget valuation and fundamental analysis...In this IPO SBI, Kotak, ICICI Securities and Elara were bankers at time of filing of DRHP...

Now at the prospectus stage only SBI and Elara are left...

I hear that Kotak and ICICI Securities sought special permission from SEBI to walk out of the deal...we all know bankers never let go of a money making opportunity...but here if they have then something must be really seriously wrong!!!

7.1. NeoTrade | Link | Bookmark | March 15, 2016 1:08:32 AM

IPO Mentor (700+ Posts, 300+ Likes)

I meant RHP stage...and not prospectus...stand corrected

7.2. Septa | Link | Bookmark | March 15, 2016 9:30:58 AM (4000+ Posts, 4600+ Likes)

Thank u sharing plus both have not given a reason which put negative shadow on this IPO....u hardly see lead manager walks out....before walking out they would have at least informed SEBI why they have walked out SEBI being the watchdog they should at least share this info. tomorrow if infibeam turn out to be scam for the given reason SEBI is in equal flout .... take the case of quick heal many people lost.

6. ~~Arjun Patel~~ | Link | Bookmark | March 14, 2016 10:54:06 PM

Completely avoid
Valuation at 4500 Cr.

Intrinsic Value 46 Rs.
Sell application at 500
Share Premium Rs. 56-62

6.1. Septa | Link | Bookmark | March 14, 2016 11:00:05 PM (4000+ Posts, 4600+ Likes)

so market cap is 4500 Cr. At higher end if this info is correct then the issue waste of time

6.2. Septa | Link | Bookmark | March 14, 2016 11:05:21 PM (4000+ Posts, 4600+ Likes)

just some calculation based on Draft red herring total outstanding shares 42560480 @ 432 equates to 1839 say book building is half new half sale then 1839 + 250 so MC should be 2100 Approx then again this could change.....

5. Septa | Link | Bookmark | March 14, 2016 10:48:49 PM (4000+ Posts, 4600+ Likes)

anyone know what will the market cap at higher end price bracket some are saying 1800 cr 4500 cr 6800 cr anyone know how much share %of share is offered in this book building

4. revathy | Link | Bookmark | March 14, 2016 10:05:26 PM

After a long time, this one looks promising and will see HUGEEEEEEEE .......subscription levels. Good luck to all !!

4.1. Septa | Link | Bookmark | March 14, 2016 10:09:22 PM (4000+ Posts, 4600+ Likes)

i agree....i am big online shopper from groceries to all wearable and electronic and home items however i have never used infibeam platform.....

4.2. revathy | Link | Bookmark | March 14, 2016 10:34:14 PM

QIB portion will best indicator to watch . . A holi gift or not???
Happy Holi !!

3. Septa | Link | Bookmark | March 14, 2016 9:53:26 PM (4000+ Posts, 4600+ Likes)

Infibeam is in black in the first six months of the current financial year revenues of Rs 171 crore for the April-September 2015 period with EBITDA of close to Rs 15 crore and net profit of Rs 6.5 crore. so assume it give 25% of the the issue at high end of the price bracket MP would be 1800 (approx 270 million dollars)on PE front it is no brainer however if u compare this with other e commerce Flipkart is valued at $12 billion, and worldâ€™s largest listed e-tailer Amazon MC of $202 billion. So Infibeam looks a good bet compare to its peers IMO we will see lot of interest from QIB especially from FII side.....

3.1. Septa | Link | Bookmark | March 14, 2016 10:03:53 PM (4000+ Posts, 4600+ Likes)

if i take MC/revenue then infibeam is approx 5 times flipkart 3 times( but we do not know at what price flipkart will come out at IPO could be same as infibeam the ratio is based on last funding for flipkart) and amazon is 2 times so infibeam compare to its peers is expensive. However i still think FII would like to have a share in this e com venture let see

3.2. Septa | Link | Bookmark | March 14, 2016 10:12:56 PM (4000+ Posts, 4600+ Likes)

actual amazon is 2.7 times (correction)

2. ~~starsipo~~ | Link | Bookmark | March 14, 2016 6:00:37 PM

Company seems planned to sell of its ecom business and focusing fully on logistics business.......but want to encash on ecom ride......this is manipulated planning......

1. ABHISHEK AHMEDABAD | Link | Bookmark | March 14, 2016 4:56:48 PM

grey market application rate 450/-