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basant
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   Topic: GBN - WHatever it takes!
Posted: 08/Jan/2007 at 9:42am |
Originally posted by BubbleVision
BasantJi....
Should GBN IPO be suscribed at the upper end? |
Missed this earlier. At market cap of Rs 700 crores GBN appears attractive compared to the others in this field and hence merits investment. However the real boost to EPS will come in Fy 08 only.
Investors who had applied for the Cairn IPO are are getting the cane. 
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vnstks
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Posted: 09/Jan/2007 at 2:33am |
Originally posted by basant
Missed this earlier. At market cap of Rs 700 crores GBN appears attractive compared to the others in this field and hence merits investment. However the real boost to EPS will come in Fy 08 only.
Investors who had applied for the Cairn IPO are are getting the cane. |
Basantji - Sometime back you were talking about possibility of benefit to ILFS with GBN IPO. Do you see that materializing now?
Also of the two stocks below which is the one to benfit from GBN IPO
IL & FS Investsmart Ltd
IL&FS Investment Managers Ltd
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basant
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Posted: 09/Jan/2007 at 6:33am |
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I am not sure in which of these companies they have their PE fund but that PE fund could make more then double its initial investment of Rs 40 crores in one year. But that would be an indirect and difficult play also we are not sure whether that PE is in the listed arm or not.
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tigershark
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Posted: 09/Jan/2007 at 9:07am |
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now we all know that GBN is coming with an ipo on 15 jan at a premium of 250-350.so basant would yu be kind enough to let us all know the following how much value does this create to tv 18 shareholers per share.what shall be the mkt cap of gbn. is gbn a buy on listing and how does gbn grow in the future.thxs
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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deveshkayal
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Posted: 10/Jan/2007 at 2:14pm |
CNN-IBN anchors are just fantastic.Rajdeep,his wife Sagarika,Karan Thapar,Rajeev Masand,Vidya.The guest feels like they have come out of jail after an interview with Karan.he is a dangerous man.It is only channel having a youth show Minus 30. A tie-up with CNN is an added advantage.In just a short period,it is way ahead of NDTV.There is no dum in NDTV
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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basant
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Posted: 10/Jan/2007 at 2:50pm |
Devesh you are absolutely bang on. These guys are absolutely phenomenal. I like the way in which Sagarika Ghosh conducts India 360 "You the citizen of India....." also Karan Thapar looks to be a Kinder garten teacher and does create some real tension (fun) especially when the person on the other side is a bit irritated.I sometimes fear that he could get hit
About the company they should be up with a slew of regional news channels which unlike the hindi news space is virgin territory. ALso GBN is owed 26% by Haresh Chawla, Sameer Manchanda Rajdeep etc which shows their faith in the company.In fact I saw Haresh Chawla's shareholding drop in TV18 (from BSE site) and probably he used the money to apply in GBN which makes me think that this company would do as well as Tv18.
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basant
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Posted: 10/Jan/2007 at 8:41am |
Post IPO GBN will have a float of around 40 lac shares. COmpare this to about 2.7 crore for NDTV and 2.6 crore for Tv18. I think that if the company does even slightly well there would be a huge scarcity premium (Wipro trades at a premium over Infosys for over a decade now). Markets are not about EPS and PE always though this is no reason to buy the stock because the movement will be determined more by fundamentals rather then by free float it should however create some magic if GBN delivers as I expect it to.
FOr the Network 18 shareholders this will be reflected in the price of Network 18(shall ultimately hold 57% in GBN). FInancial Tech holds only 61% of MCX still the former has been a 40 bagger so anything more then 51% (helps it consolidate accounts) should not be a worry.
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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omshivaya
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Posted: 10/Jan/2007 at 11:16am |
Basant jee, what kind of CAGR is expected to have over the next 3-4 years?
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The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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