But yield is combination of returns + principal (as terminal value is zero). I was thinking more like 11-12% stable yield to assuming HTM model.
Also, their published NAV is abt 86/-. fair value I feel shd be like 80-85 (extra DPU in first 2 years to reduce capital cost and thereafter 11-12% stable yield). Any further acq (surprise factor) can be alpha.
Hmm…holding RIL for de merger play is not desirable anymore.
Even after considering reduced DPUs… the current price is giving us very high yield for next 1.5 years and moderate yield thereafter, however if something changes on asset acquisition side, the upside could be bonus. Little to lose with optionality to gain! Looks like a no brainer to me in falling interest rates scenario that is being projected in coming years.
In both the IPOs I applied in both retail (applied 1 lot)and shareholder category (applied for 2 lakhs) from the same PAN.
If there’s oversubscription the max an applicant will get is 1 lot.
PS: getting allocation in IPO is pure luck. No skill needed. No amount of money can move it in your favour.
Sure- agree that the AI models we use are still getting better & prone to make mistakes. However, most of our users find value in not having to spend hours extracting information from stock filings by using this. Would love your feedback!
Hey- sure, Alltec will be added by tomorrow. Will email you!
Okay
There are few scenarios which can play out then.
Say for example i am holding today 20L worth of shares of RIL
I can liquidate securities in few ways
If i hold 10 lakh worth of shares of RIL
and apply for 10 lakh worth of shares of Jio (from the 10L cash by selling 50% RIL holdings)
If i hold 1 lakh worth of shares of RIL
and apply for 19 lakh worth of shares of RIL. (by selling 90% RIL holdings)
There can be many combinations and i am not sure if I will get allotment also ( I have not applied in shareholder category before)
Between 1 and 2 and other combinations, is there a way that i get maximum allotment?
Sharing the link of coverage on LGD:
Promoter Selling 16.09.2024
Market Sale of 750001 shares worth 96.32 Crs by one of the Promoters
This is 2.18% of this promoters holdings.