BC IPO

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Deepak Kapur
@tapak7 3 years, 5 months ago 480 views

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#nykaa reported H1 FY22 EPS of Rs. 0.1/-

If we annualise H1 EPS, the PE multiple we get is onlyyy 11500

#timepassfact

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$\u1d00\u0274\u026as\u029c \u1d0d\u1d0f\u1d0f\u0274\u1d0b\u1d00$

ᴀɴɪsʜ ᴍᴏᴏɴᴋᴀ...
@AnishA_Moonka

Glenmark Life Sciences (GLS) IPO notes 🔬

Plans to take the capacity to 1762KL (currently 762KL) in the next 4 years.

Hit the 'retweet' & help us educate more investors

A thread 🧵👇

#IPOwithJST

1/ About the company

Developer & manufacturer of high value, non- commoditized APIs (complex & low competition) in chronic therapeutic areas: CVS, CNS, pain management & diabetes, etc

Basic details about the IPO 👇

Note: After paying off liabilities, 150crs remain for capex.

2/ The Journey

Established the API business in FY02

Since 2015, Have not received any adverse reactions from regulators (USFDA, PMDA) in the total 38 audits & inspections & Have gone through 432 customer audits.

Filled 403 DMFs & CEP registration across markets globally.

3/ Trends that the company is betting on & what works for them

China+1: India API market growth (10% cagr projected from FY21-26) will outpace the industry: Driven by specialty API+ Strong domestic market

Highest no. of USFDA approved API facilities & % of DMFs filled

4/ Interesting facts

- 120 molecules: $142B market size
- Targetting 8 to 10 new molecules every yr (Key differentiator over time)
- 66% of sales from regulated markets
- Works with 16 of the top 20 generic cos.
- Top 7 customers: 5 to 15yrs old

Deepak Shenoy
@deepakshenoy

This is a very weird market. Some of the recent IPOs doing well. Old gen stocks not so much. This doesn't augur that well really - needs a trigger to take it back up

One look at the FII data, and god, they are selling like crazy, you would think. But THEY ARE NOT.

FPI data from NSDL (This is the accurate source, not the exchanges) shows that FIIs have put in a whopping 27,000 cr. into IPOs, while taking money out of other stocks.

In fact FII investments in total have been very very high in 2021 with over 95,000 cr. invested. Biggest year for Debt since 2017.

Here's a look at how the Foreign Investors have been investing:

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Amit Mantri
@amitmantri

Bull markets are a great time for fraudster promoters to make money. If you are a fraudster and also want to benefit from this bull market, here's a thread that explains how you can defraud shareholders and get rich.

1. Have a good story to catch investor's attention. Something like "only listed XYZ company" will help. Has zero value in terms of improving long-term cash flows of the business but is excellent branding for a stock. Change the name of the company to what's booming in the market

2. Draw analogies to D-Mart or other businesses that investors love (next Page Industries maybe?). Doesn't matter if your business is nothing like the ones you are comparing it with.

3. Give aggressive guidance. 15% growth is pedestrian. Talk stuff like 1 lakh cr sales/loan book or 50% growth for next 10 years. Your stock should be a potential multi-multi-bagger. Claim that there is no limit to how large you can be.

4. Start making up the numbers. Only Revenue and PAT matters. So don't worry if the Balance Sheet has all sorts of large unexplained scary stuff. No one looks at the BS in a bull market.

Anish Moonka
@AnishA_Moonka

Observing a lot of selling from employees of small & mid-cap IT companies; Recency bias or they know better?

A small mediocre IPO from the space got the attention of a superstar: Shuffling for a quick buck?

Haven’t the valuations baked in all positives?

AP
@ap_pune

Long back, I had done a study of new IPO listings.

Whenever, listing is well abv the issue price, and it never comes back below the issue price.....majority of those stocks are long term multi baggers

One example - Maruti issue 125, listed 165.....high near 10000.

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raina douris
@RahRahRaina

fascinated by this man, mario cortellucci, and his outsized influence on ontario and GTA politics. cortellucci, who lives in vaughan and ran as a far-right candidate for the italian senate back in 2018 - is a major ford donor...

his name might sound familiar because the new cortellucci vaughan hospital at mackenzie health, the one doug ford has been touting lately as a covid-centric facility, is named after him and his family

but his name also pops up in a LOT of other ford projects. for instance - he controls the long term lease on big parts of toronto's portlands... where doug ford once proposed building an nfl stadium and monorail... https://t.co/weOMJ51bVF

cortellucci, who is a developer, also owns a large chunk of the greenbelt. doug ford's desire to develop the greenbelt has been

and late last year he rolled back the mandate of conservation authorities there, prompting the resignations of several members of the greenbelt advisory

Patrick McKenzie
@patio11

A thread on HN about bad code in legacy projects both makes me think how little we've learned as a discipline over the years and, honestly, how little credit we give ourselves for some pretty major

Fun going down this list and thinking: "Hmm, plausible at a well-run modern software shop", "Hmm, possible, but requires implausible tradeoffs", "Literally disallowed by languages", and "If you were to attempt doing that our test suite wouldn't let you merge."

I think we as an industry celebrate (not quite the right word) failure too much and don't celebrate success nearly enough. There is no DailyWTF for competent execution, word of which generally stays pretty local to the source while incompetence passes into legend.

Alrighty let me try to thread the needle on being the change I want to see in the world while not giving away anything that will get me in trouble:

Ruby has wonderful developer ergonomics. Typed languages are easier for machines to guarantee the correctness of. We built a type checker for Ruby (and I believe it is slated for OSS release sometime).

c.f.

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Erik Torenberg
@eriktorenberg

1/ Someone emailed me asking how to break into VC, so I wanted to answer on Twitter where others could see and contribute to the conversation.

2/ “Being a VC” can mean a lot of different things, so it’s worth asking:

What actual activities do you want to do?

- Deep market analysis?
- Be in the flow of information and people?
- Make deals?
- Work closely w/ founders over time (e.g take board seats?)
- Manage capital?

3/ It’s worth specifying what type of VC you might like to become — as there are different archetypes. E.g.

- Benchmark (Lead series A/B - couple investments a year)
- First Round (Lead seed rounds, partner w/ a few companies a year)
- SV Angel (Make lots of seed investments)

4/ Continued:

Expa - Incubate companies

YC / Village Global - Build a platform to help entrepreneurs at scale

Do you want to join a firm or start one? There’s a lot to consider.

Different paths will require different skillsets & sets of experiences.

5/ Since the person who wrote the email is a young person trying to break into VC by joining a firm (and who doesn’t want to start a company), I’ll tailor this tweet storm to that goal. There’s some overlap.

Tweeting Historians
@Tweetistorian

@ChenHuailun here. I'm adding a supplementary thread before today's scheduled one to expand on the origins and early history of the Church of the East (aka the Nestorian Church) ~ahc #jingjiao 1/

The Church of the East traces its origins to the christological position of the School of Antioch, which held that the human and divine and human essences (ουσία) of Christ were united in a single prosopon (πρόσωπον). ~ahc #jingjiao 2/

This ran against the position of the School of Alexandria, which held that the two essences of Christ were united in a single hypostasis (ὑπόστασις). In general terms, hypostasis is more inherent than prosopon. ~ahc #jingjiao 3/

One implication of the Antiochene rejection of the hypostatic union is that Mary could not accurately be called the Theotokos, or God-bearer. Instead, she is the Christotokos, the Christ-bearer. ~ahc #jingjiao 4/

These Christological debates were further complicated by Syriac terms such as 'kyana' (ܟܝܢܐ), associated with 'ousia' but later translated to 'hypostasis' by Syrian Orthodox; and 'qnoma ' (ܩܢܘܡܐ), sometimes contentiously translated as 'hypostasis' or 'person.' ~ahc #jingjiao 5/

$\u0932\u0916\u094b\u092c\u093e \u0932\u094b\u0916\u0902\u0921\u0947$

लखोबा लोखंडे...
@LakhobaLokhande

Secrets of Ganapati (Author - Keshav Sitaram Thackeray)

This article is taken from Keshav Sitaram Thackeray's book 'Dharmachi Devale and Devalcha Dharma'. In it, Bal Thackeray's father is claiming how the Hindu deity of Ganesha is imaginary.
(1/20)

Buddha is Ashtavinayak and "Ganapati Bappa Morya" is "Chandragupta Morya".

In the era of democracy, the head of state is the President. But in ancient India, there was a Gana culture in the monarchy and the head of that Gana was called Ganapati
(2/20)

In ancient India, a prince named Siddharth Gautam was born in royalty. He later became the king of Shakya Gana in this Gana culture. In time, Siddhartha attained enlightenment.

Let us now understand the difference between a real Ganapati and an imaginary Ganapati.
(3/20)

Some clever Brahmin manuvadis made the real Ganapati the imaginary Ganapati.

Buddha was the king of the Shakya Gana, so people called him Ganaraja. He founded Buddhism and became the head of the Shakyas. As the head of Gana, people used to call Buddha as Ganapati.
(4/20)

But the Brahmins Brahmanized Ganapati and created a false Ganapati. When Buddha used to give the message of Dharma to the people, two words would come out of his message. Chitta and Malla.

Chitta is the body.
Malla means waste
(5/20)