07-Sep-2007
Doesn’t this look like a possible multi-bagger based on its fundamental=20 business model of being the ‘distributor’.=20
Any ideas from the folks that read some of the full reports? I am=20 looking for any feedback that confirms from ISGers that we should put=20 more money into it right after the IPO comes out (first 30 days).=20
KKP
Shravan Kumar wrote: > Hi KKP the IPO closes on 13th, so there is one more day left.=20 > Generally Retail apply on last day. > I think it will be heavily subscribed and Max I think one will get is=20 > firm lot of 125 to 135. Wait > for a few days after listing when it will cool off and then one can=20 > buy if one wants to go for long term. > =20 > Shravan:) > > =20 > On 9/12/07, *KKP_Investor* > wrote: > > > Thanks Piyushji for the updates. I just applied for the IPO in > both of > our accounts, and fortunately, I got in before the deadline. > > The grey market premium is not much, but if I get decent quantity, I > want to hold on to it, since it is in the right segment of the Power > Sector business. Transmission lines are not an easy thing to create > and/or displace. > > KKP > > > PIYUSH SHAH wrote: > > Hi KKP, > > > > Yes, You may go ahead with this IPO. In Short or Nutshell, Two main > > thing of this issue I would like to > > Share. One thing it is govt. owned co., even after IPO govt. > holding > > stands to 85%+. Secondly company > > is having monopolysic type businee to distribute the power from its > > producers to the state level consumers > > & big industrialist having 14% gross margin. The only thing he > has to > > do one time capex of Transformers and power supply line. Another > > aspect is for immediate gain as currently it is quoting 10 to 15 Rs. > > above in grey market, so around 20% listing gain you can expect in > > 15-20 days, works out to approx. 350%+ annualised and being big > issue > > compairbly allotment chance are there with minimum allotment of 125 > > shares. > > > > I hope the above information will be helpful to you and other > > prospective investor to take the decession to invest or not. Capital > > Market rating I thing is 53/100. > > > > Regards, > > Piyush > > > > On 9/10/07, *KKP_Investor* > > >> > wrote: > > > > > > Is this a good IPO to get into? The name sounds great…..the > > business > > of transmission is key since it must take a lot of effort to get > > electricity produced in one remote area transmitted to various > > villages, > > towns and cities. Right of way (land ownership) is the main > thing > > needed to put up large multi-story towers to transmit high > voltage > > electricity for distribution to businesses and residences. > > > > The above para is without reading the prospectus….. > > > > Thanks ERji, Esherji, Samirji, Feltra/Ramanji as always for > keeping us > > posted with many latest stories. > > > > KKP > > > > > > + feltra wrote: > > > > > > > > > > > > Power Grid Corporation of India Limited (PGCIL) > > > > > > *Download PDF* > > > > > > > > > > > > > > > > > *Issue Summary* > > > > > =20 > ———————————————————————-=
