NEW
SITE
http://IPOpremium.com
copy & past the URL above
will be renamed IPOdesktop.com
========================
. Seeking Alpha
. http:/twitter.com/IPOdesktop
Nine
IPOs scheduled for Nov 14wk
Trading today, Fri, Nov 18
+17% Mattress
Firm priced
at $19 range top, quote IPOreport
+0% Manning
& Napier priced at $12 11% below mid-range, quote IPOreport
-6% Intermolecular
priced
at $10 23% below mid-range, quote IPOreport
-17% Digital
Domain priced at $8.50 23% below mid-range, quote IPOreport
FYI:
. QUMI Analyst Report
. AVTC Analyst
Report
Traded Thurs, Fri, Nov 17
Initially +38%, then +21% Angie's List priced at
$13, range top, quote
IPOreport
-3% Delphi Automotive priced at
$22, range bottom, quote
IPOreport
Traded Wed, Nov 16
+23% InvenSense, priced at $7.50,
mid-range, quote
IPOreport
-1.5% Clovis Oncology, priced at
$14, range bottom, quote
IPOreport
Bluestem Brands
postponed
Traded Friday, Nov 12
+0% LRR Energy LP, priiced at $19
range bottom, quote
IPOreport
+1% Chesapeake Granite Royalty Trust,
priced at $19 range bottom, quote IPOreport
Trading Wed, Nov 9
+29% Imperva priced at $18, 20%
above mid-range quote
IPOreport
/i/s/impv&ql=1
Traded, Friday, Nov 4
+31% GROUPON prices at $20 17.6% above mid-range, quote IPOreport
-1% RENTECH NITRO prices at $20,
mid-range, quote
IPOreport
Traded, Nov 3
-3.4% Enduro Trust quote IPOreport, prices at $22, under range
---------------------------------------------------------
+22% Zeltiq
Aesthetics quote IPOreport
Priced at $13, traded Oct 19
+27%
Ubiquiti Networks quote IPOreport Priced at $15, traded Oct 14
Zynga
Is Going To Have A Hard Time Justifying Its $14 Billion Valuation
Private
Equity Giant Carlyle Whistling Dixie With Its IPO Filing
Traded Wed, Aug 17
-12% Tudou quote IPOreport priced at $29 mid-range
Traded Thursday, Aug 11
+30% Carbonite quote IPOreport, priced
at $10, 37% below recent mid-range
Traded Thurs Aug 4
-6% American Capital Mortgage
quote
IPOreport priced at $20 mid-range
Traded Fri July 29
+8.2% C&J Energy quote
IPOreport priced at $29, 9% above mid-range.
100% of CJES is available for trading
Traded Thurs July 28
+66% Teavana
quote
IPOreport priced at $17,
21% above range mid-point
+20% Chefs
Warehouse quote
IPOreport priced $15, range mid-point
-4% Wesco
Aircraft quote
IPOreport priced at $15, below range
+0% Horizon Pharma quote
IPOreport priced at $9, below range
Traded Wed,
July 27
+44% Dunkin'
Brands quote IPOreport,
priced at $19, above range. System-wide growth rate of 5%;
profit margin 75% less than McDonalds; unproven track record of
opening new stores; very high debt load.
-1% American
Midstream quote IPOreport,
priced at $21, range top
+19% Tangoe quote IPOreport,
priced at $10, mid-range
FYI: Biomass
Secure Power
Traded Fri, July 22
+44% Francesca’s Holdings
quote
IPOreport, priced at $17,
13% above range mid-point
-6% Apollo Residential Mortgage quote IPOreport priced
mid-range at $20
Traded Thurs, July 21
+8.5% SunCoke Energy quote
IPOreport, priced at $16
mid-range
Traded Wed,
July 20
+79% ZILLOW
quote
IPOreport, priced at $20, 54%
above last week's
price range mid-point
+0% SKULLCANDY quote IPOreport,
priced at $20, 11% above mid-range
Traded Thurs, July 14
+10.6% Oiltanking
Partners, L.P. quote IPOreport,
priced at $21.50,
above range
Traded Thurs, June 30
-2% AG Mort Inv
Trust quote IPOreport, priced at $20
Traded Wed June 29
+48% HomeAway quote
IPOreport, priced at $27,
range top
It's a matter of what risk/reward ratio is comfortable
to
speculators.
Traded Friday, June
24
+0% KIOR
quote
IPOreport, priced at $15,
25% below mid-range
Traded Wed June 22
-0% Vanguard
Health quote
IPOreport, priced at $18, 18% below mid-range
Stewart
& Stevenson
postponed IPOreport
Traded Friday, June 17
+2% Bankrate quote
IPOreport, priced
at $15, mid-range
Traded Wed June 15
-19%
Pandora quote
IPOreport priced at $16, 100% over original price range midpoint
-4%
Compressco Partners, L.P. quote IPOreport priced at $20,
mid-range
Traded Thurs, June 9
+20% Fusion-io quote IPOreport, priced at $19; 36% above Monday's
price range-mid point
-5% Taomee quote
IPOreport , priced at $9; range
botton
Traded, May 27
+20.6% Solazyme
quote IPOreport, priced at $18, above range
Traded,
May 26
+1.8% Freescale Semi
quote IPOreport, priced at $18, bottom of reduced
range
-4% Spirit Airlines quote
IPOreport, priced at $12, bottom of reduced
range
-2% Lone Pine Resources quote IPOreport, priced at $13, 32% below original
mid-point
Traded, May 25
+6% Active Network
quote IPOrreport priced at $15, below range
Traded, May 24
+55% Yandex quote
IPOreport priced at
$25, top of increased range
Traded May 20
-4% New Mountain Finance
quote IPOreport, priced at $13.50, below range
Traded May 19
+109% LinkedIn quote IPOreport priced at $45, new range top
Traded, May 12
+34% Phoenix New Media quote IPOreport priced at $11 below range
Flat NGL Energy Partners LP quote IPOreport priced at $21 range top
-2.5% China Zenix Auto Int'l quote IPOreport priced at $6, 43% below original
mid-point
Traded Wed, May 11
+3%
Kosmos Energy
quote
IPOreport priced at $18 range
top
-6% Jiayuan.com Int'l quote IPOreport priced at $11 mid-ragne
-4%%
RLJ Lodging Trust
quote
IPOreport priced at $18
below range
-24%
FriendFinder Network
quote
IPOreport priced at
$10, range bottom
Traded Thurs, May 5
+5% VOC Energy Trust quote
IPOreport priced at $21 range top
+2.3% Thermon Group quote
IPOreport priced at $12 range
bottom
-19% NetQin Mobile quote
IPOreport priced at $11.50
range top
Traded Wed May 4
+29% RenRen quote IPOreport
priced $14, range top
+25% RPX Corp quote IPOreport
priced $19 above range
-10.6%
Bongo Wireless quote IPOreport priced $13.50 high end of range
Traded Thurs April 21
+25%
21Vianet quote IPOreport priced $15, 36% above mid-range
+28%
Responsys quote IPOreport priced $12, 30% above mid-range
Traded Wed April 20
+12% Tesoro Logistics LP quote IPOreport priced $21, range top
+24% Sagent Pharma quote IPOreport priced $16, range top
Traded Tues April 19
+6% Air Lease quote IPOreport priced $26.50, low end of range
Traded Friday, April 15
+13% Elli Mae quote IPOreport priced $6, 40% below mid-range
-4% STAG Industrial quote IPOreport priced $13, 20% below mid-range
-18% Sequans Comm quote IPOreport priced $10 , 17% below mid-range
Traded Thursday, April 14
+26% Arcos Dorados quote
IPOreport priced $17, 21%
above
midrange
+66% Zipcar quote
IPOreport, priced $18, 20% above range
-5% Box
Ships
quote
IPOreport, price $12, 25% below mid-range
-6% TMS Int'l quote IPOreport, price $13. 19% below mid-range
Traded Friday, April 8
+11.5% CVR
Partners, LP quote IPOreport,
priced $16, 23% above mid-range
+10% Golar LNG Partners LP quote IPOreport,
priced $22.50, 7% above mid-range
Traded Thursday, April 7
+15% Sandridge Trust (SDT) quote IPOreport, $21 range top
Traded
April 4
+1% Tranzyme quote IPOreport priced at $4 down from $12 but
share # increased. TZYM receives $48mm rather than $54mm
Friday, April 1
+10 GNC Holdings quote IPOreport
priced mid-range at $16
-1% Preferred Apartment Communities quote
IPOreport
priced at $10
Wed March 30
IPO pick of the week
+101% Qihoo
360 quote
IPOreport
prices 26% above mid-range,
at $14.50
-6.6% Apollo quote IPOreport priced 30mm shares at $19, range top
Friday, March 25
+21% ServiceSource International (SREV)
quote
IPOreport Priced $10, 21% above mid-range
Friday, March 18
Global Markets postponed IPOreport
Thursday, March 17
+47% Cornerstone
OnDemand quote
IPOreport Priced $13, 30% above range
mid-point
Friday, March 11
Flat MagnaChip
Semiconductor
quote IPOreport Priced $14, 12% below mid-range
Thursday, March 10
+4% HCA quote
IPOreport $30, range top
Friday Feb 25
-1.5% Solar Senior Capital quote IPOreport
Tuesday, Feb 15
Flat Zuoan
Fashion quote
IPOreport $7; recent range midpoint, down 39%
from the original range mid-point of $11.5
Friday,
Feb 11
+3.5% Kinder Morgan quote IPOreport
$30; above range, 9% above range mid-point
-1% Kips Bay Medical quote IPOreport $8, range bottom
-9% AcelRx Pharma
quote
IPOreport $5; 42% below mid-range
Thursday, Feb 10
+3.7% Fluidigm quote IPOreport $13.50; range bottom
Wednesday, Feb 9
+14% Gevo quote IPOreport $15; range top
. GVEO says its process has a 20% higher
yield than that of recent IPO Amyris (AMRS) quote IPOreport
. AMRS IPO’d September 27, 2011 under range at $16, was up 3% the
first day. Now up 88% from the IPOs price, with a market cap of
$1.36 billion
Flat Summit Hotel Prop quote IPOreport $9.75; 15% below range mid-point
Tuesday, Feb 8
Flat Imperial Hldngs quote IPOreport priced $10.75; 28% below
mid-range
Flat China Century Dragon Media
quote IPOreport priced $5.25; 19% below
midrange
Friday Feb 4
+28% Endocyte quote IPOreport $6; 57% below mid
range. Shares raised to 12.5mm from 6.35mm
+13% Medquist quote IPOreport $8; 28% below range mid-point
+15% BG Medicine quote IPOreport, $7; 50% below mid-range
Postponed Biohorizons
IPOreport
Traded, Feb 3
-4% Tornier B.V. quote IPOreport $19 range bottom
-9% Trunkbow Intern'l quote IPOreport $5 range bottom
flat Pacira Pharmaceuticals quote IPOreport $7; 53% below mid-range
Traded, Wed Feb 2
+37% Epocrates quote IPOreport priced above range
+20% NeoPhotonics quote IPOreport priced range top
Traded Friday Jan 31
+6% InterXion Hld
quote IPOreport priced $13, range top
+5% BankUnited quote IPOreport
priced
$27; 12.5% above range mid-point
+9% Adecoagro S.A. quote IPOreport priced $11 range bottom
flat BCD Semiconductor quote IPOreport priced $10.50, range
bottom
Traded Jan 29, priced above range
+9% Niesen (NLSN) quote
IPOreport
+34% Demand Media (DMD) quote IPOreport
Traded Thurs, Jan 14
+3.7% American Assets Trust Inc.
priced $20.50 quote
IPOreport
Traded Friday Dec 17
> +0%
Fortegra Financial
quote IPOreport priced 27% below range
mid-point
> -1.5%
QR Energy quote IPOreport priced range
mid-pt
Traded Thurs Dec 16
+14% Swift Holdings quote IPOreport
priced 21% below range mid-point
Traded
Wed Dec 15
> +32% Fleetcor quote IPOreport
priced at
range bottom
> -3.6% Gain Cap quote IPOreport priced 36% below
range mid-point
Traded Thurs, Dec 9
+56% SemiLEDS quote IPOreport Priced 10% above mid-range
Traded 14
+31% iSoftStone quote IPOreport
Traded Wed,
Dec 8
> +160% Youku.com (YOKU) quote Yoku IPOreport
> +68% E-commerce China
Dangdang (DANG) quote
IPOreport
Traded Dec 15
+4.6%
RigNet quote IPOreport priced 20% below range
mid-point
Traded Wed Dec 15
-2% Walker & Dunlop quote IPOreport
priced 33% below range mid-point
Traded
Thurs, Dec 9
> +1% Lentuo quote
IPOreport
priced 36% below mid-range
> +9.5% First
Republic Bank (FRC) quote IPOreport Priced mid-range
Two China losers
> Traded Fri Dec 10
-31% Sky-mobi quote
IPOreport
> Traded Thurs, Dec 9
-30% Bona Film
(BONA) quote
IPOreport
Priced
range mid-point
-0% CTPartners
(CTP) quote IPOreport
Traded, Dec 7
+16% Targa Rsrcs quote IPOreport
Traded Thurs Dec 2
-2% FXCM quote IPOreport
Traded Wed, Nov 24
+0% Anacor
Pharma quote
IPOreport
-2.5% Zogenix quote
IPOreport
Traded Tuesday, Nov 23
-14% Syswin,
tighter money in China hurts property brokers quote IPOreport
-3%
China Xiniva quote
IPOreport
Traded Friday, Nov 19
Flat Aeroflex quote IPOreport
priced at range bottom
Flat Lizhan quote IPOreport
priced 27% below range mid-point
Traded
Thurs, Nov 18
+3% GM
quote IPOreport
raised 60% more than planned
+7% LPL Inv quote
IPOreport
Traded Wed Nov 17
+12% Booz Allen quote IPOreport
priced range bottom
Flat Bitauto quote IPOreport
Traded
Thurs Nov 11
+26%
Inphi quote IPOreport
Traded Wed Nov 10
+50% Pick of the wk
NOAH quote
IPOreport
+20%
RDA MicroElec quote IPOrpt
Traded
Fri Nov 5:
+61% Fresh Mrkt quote IPOrprt
Traded
Wed, Nov 3
+79% SodaStream quote IPOrpt
fyi.............................
CBAI: Closes
profitable Acquisition
fyi.............................
Traded Nov 11
-11% Complete Genomics quote IPOreport Priced 31% < mid-point
Traded Thurs Nov 4
+8% Primo Wtr quote IPOrprt
-4% Costamare priced 20% below range
mid-point quote IPOreport
> Traded Wed Nov 3
-19% Sino
Tech quote IPOreport
>
Traded Tues, Nov 2
+14% Xueda Ed quote IPOreport
>
Traded Fri Oct 29
+18% Le Gaga quote IPOreport
Traded Thurs Oct 28
+5%
Examworks quote IPOreport
> +17% after
price slashed 44%
Seacube quote
> Cancelled WIND
NOT
a good deal
Traded Wed Oct 27
+1%
Pacific Biosciences quote
Traded
Tues Oct 26
+60% Mecox quote IPOreport
Traded Oct 18wk
+65% VeraBradley quote IPOreport
+65% TAL Ed
quote TPOreport
+22% Netspend
quote IPOreport
+21% Brava Brio quote
IPOreport
+5% Aegerion quote IPOreport
-8% ShangPharma quote IPOreport
Traded Friday, Oct 15
+0% Body Cntrl quote IPOreport
priced 13% below range
mid-point
-1% Tower Int'l quote IPOreport
priced 19% below range
mid-point
Traded Thurs Oct 14
+0% Campus Cr quote IPOreport priced at range bottom
Traded Friday Oct 8
+12% Global
Education & Tech (GEDU) quote
-0% Cazador Acquisition
(CAZAU) quote
-2.5% Ellington Financial
(EFC) quote
Traded Thurs Oct 7
+10%. Daqo New Energy (DQ)
priced under range quote
Traded Friday, Oct 1
+100% China
Cache
quote
+2% China Ming Yang Wd quote
Priced at $14, above range
+9.3% KEYW quote
Priced @$10, range bottom
Traded Thurs, Sept 30
+6%
Elster Group
priced 24% below price range
mid-point quote
+7.8% Rhino Resources Ptnr quote
Postponed: Lincoln
Insurance
Traded Tuesday Sept 28
+76%
Country
Style Cooking
IPOreport quote
+7.8% Amryis IPOreport quote
Traded Friday, Sept 24
+29% SciQuest quote
IPOreport
Traded Thursday,
Sept 23
+2% CoreSite
quote
IPOreport
Traded
Friday, September 17
+73% SouFun Holdings Limited SFUN
Thurs, Aug 12
+67% Make
My Trip quote
. Largest online travel company in India
. Mission: become India’s dominant travel company
. Profitable in the Sept 09 & Dec 09 quarters
+28% RealPage
IPOreport quote
Priced down 21% at $11
DLC Realty IPOreport
Overpriced Reit postponed
Trading Wed, Aug 11
-9.5% MediaMind Tech (MDMD)
IPOreport quote
Priced down 23%
Traded Friday, Agu 6
-10%
NXP Semicndtr quote
IPOreport Priced down 28%
-6% Intralink
quote
IPOreport
Priced down at 13%
Traded, Aug 5
-2% Gordmans IPOreport
Priced down 21% quote
Infinite
return for PE sponsors
-7% Ambow IPOreport quote
Priced at range bottom
Traded, Aug 3
+0% Trius (TSRX) quote
Market cap cut by 46%,
pre-IPO
Traded July 29
+9.05% CHKM IPOreport quote
Priced at
$21, range top
+10% ENV IPOreport quote
Priced down 30%, size cut
-11.86% MCP
IPOreport
quote
Priced below range
Traded July 22
+22% Green
Dot quote IPOreport
Traded July
16:
25% RealD
quote
IPOreport
+25% QLIK
quote IPO at
$10 IPOreport
Traded, July 15: -3% Smart
Tech (SMT) quote 51 times earnings? -- IPOreport
KKR (KKR),
not an IPO
quote
NTSC: Makes
accretive acquisition
AVTC: Receives
large order from big industry leader
CBAI: Closes
profitable Acquisition
IPOdesktop
is looking for a few good companies read more
...get
latest
>>>
How did ZZ's private
equity
sponsors make $1 billion & cash out?
FYI: "An email IR-PR lesson"
Archived IPOreports
Traded July
14
-1% Oxford Partners quote
IPOreport
IPO'd June 29, Tues
+17%Tesla (TSLA) quote
IPOreport
adj
for IPO price
> Bloomberg
TV, June 29
> CNBC,
Tesla & the IPO market, June 28
June 27
+12% AutoNavi (AMAP)i IPOreport
quote
June
14wk
-6.7%
Motricity quote
price cut 33% from range mid-point, size reduced by
40% Motricity IPOreport
+29% Higher
One (ONE)
IPOreport
quote
priced 25% below expected mid-range
+9% Oasis
Petro IPOreport
quote
-8%
BSFT
quote Broadsoft IPOreport
+0% CBOE quote
May be able to get a competitive
bidding auction going, post IPO. IPOreport
----------------------
Traded
June 11
-10% quote China
New Borun (BORN) priced at $7: 46% below expected
mid-range IPOreport
----------------------
June 1wk -- two
IPOs pullled
Nobao IPOreport
Welsh Property Trust IPOreport
----------------------
May 24th wk
33% haircut from price range mid-point, Prices at $6
-16% GenMark
IPOreport quote
Mirion
overpriced & postponed
May17th
wk -- IPOreports
+12% after
20% price cut
Accretive Health quote
+13%
after
28% price cut
ReachLocal quote
----------------------
May 10th week -- IPOreports
-4% Express (EXPR)
-9% Niska Gas Storage (NKA)
Noranda's price
adjustment makes
price-to-book
value plummet from 13.9 to –5.1
----------------------
May 3rd wk -- IPOreports
> Americold
not
good
for
investors
> Charm Comm
China tv ad
agency
> MIE China
oil/gas, overpriced
> Smile
looks good but isn't
----------------------
April 26th wk --
IPOreports
+9% PAA Nat
Gas
-2% Alpha
& Omega
----------------------
April 19th wk --
IPOreports
+14% SPSC
+0% DynaVox
-12% Mitel
8 for 4-19wk
-- Valuation ratios
Big IPO winners
Primerica ,
March
31
+61% IPOreport
Financial Eng, March 15
+40% IPOreport
China Lodging, March 25
+35%
IPOreport
Other IPOreports
Chatham
Lodging, April 16
-2% IPOreport
Metals USA, April 9
-9%
IPOreport
Meru Netwrks, March 30
+17% IPOreport
SS&C, March 30
+7% IPOreport
Earlier IPOreports
> Sensata
QuinStreet
> Graham
Pack Generac
Symetra
|
NEW
SITE
http://IPOpremium.com
copy & past the URL above
will be renamed IPOdesktop.com
==================
Television
> CNBC Jan 25
> GM's
IPO Bloomberg Aug 18
> Tesla
Bloomberg, June 29
> CNBC,
Tesla & the IPO market, June 28
> TheStreet.com
videos, use this link
http://bit.ly/a4EMaK
> CNBC
Closing Bell, Private Equity IPOs, April 9
> KKR files for a
$2bb US listing
– BloombergTV, March 12
> BloombergTV:
Social Networking
>Fox Bus
NewsTV: China
IPOs
> BloombergTV
interview
Skype-hype & the IPO Market
Press
Groupon: Gaskins and others say that
the IPO is likely to be a big draw for flippers, who like to sell out
of the stock on the very first day. Oct
28 MarketWatch
"The success of Ubiquiti and Zeltiq IPOs may draw a few people
back in the market:" Oct 19 Reuters
LinkedIn "Two-thirds
of LinkedIn’s revenue comes from the fees it
charges to help companies find and hire workers. That makes
the company more like Monster, an employment firm where business
depends a lot on the health of the job market." Washington
Post May 19
LinkedIn "Frankly,
they're a little bit arrogant saying, 'We're going to have a great IPO,
but we're also going to lose money this year.'" May
19 Moneycontrol.com
LinkedIn “A lot
of the IPO after-market buying probably will come from retail investors
who may not have fully digested the [prospectus] filing, and may be
surprised by the expected losses for the next three quarters” May
19 Globe & Mail
LinkedIn "(Feet
on the street) is an expensive sales force" May
18, Reuters
LinkedIn "May be able to grow
into an expensive valuation if their spending in 2011 pays off with
increased top-line revenue and market share." May
16, WSJournal
Renren "The problem with Renren is
it was the first social networking stock to go public. A lot of
retail investors bought it without doing their research. Now the
continued fall has triggered a sell-off." May
11 Reuters
LinkedIn "The sequential sales
growth rate is not as high as you'd expect" May
10 USA Today
LinkedIn "LinkedIn is going to try
and catapult off Renren's numbers. Uninformed investors will go
after it." May
10 The Economic Times
LinkedIn "LinkedIn is a subset of Facebook" May
9 Reuters
Dunkin Brands "another relatively dull boring
leveraged buyout with established brands and modest growth
expectations" May
4 NPR
Renen "If you like Renren, you'll
love Facebook" May
4 Reuters
Zipcar "Gaskins worries that
Zipcar’s current business structure offers “little room for bottom-line
profits,” and expressed concern about the company’s high ratio of
operating expenses to revenues." April
18 Globe & Mail
“People
just aren’t doing their homework” April
15 USA Today
"Zipcar and Arcos were
over-valued on their first day" April
14 Associated Press
Arcos Dorado "Based on its IPO
after market trading, the company has a market cap of more than $4.6
billion" April
14 Reuters
Qihoo "proposed offering price
'reasonable for a fast growth company with a high gross margin in a
rapidly growing segment in China." March
30 Investors .com
HCA "By next year two-thirds of
doctors in the U.S. will be salaried employees of large institutions,
whereas six years ago two-thirds owned their own practice" March
7 Investor's Business Daily
"Higher
oil prices weigh on GM's
stock, as the company relies on sales of less
fuel-efficient vehicles. But GM
and many other recent IPOs are
also being held back by investors' increased concern that the economy
isn't growing as rapidly as hoped." March
2 USA Today
"While
conditions have improved, the IPO market still won't go for companies
tagged with uncertain futures," Feb
18, The Tennessean
Social Media: “These companies are more mature, their sector is more
defined, and they have better income" Feb
15, The Epoch Times
"Kinder Morgan is a blue chip
from
day one" Feb
11 Investors.com
“Kinder Morgan is still
attractive to
investors because it has a good history of dividend-payout
increases. People are buying the potential of future dividend
increases.” Feb
11 Bloomberg
"While conditions have improved, the IPO market still won't go for
companies with uncertain futures." Feb
11 Busness Week
"Kinder Morgan is a blue chip
that institutions have no problem
owning." Reuters
Feb
11
Gevo "People are comparing Gevo to
Amyris and that's what's helping Gevo today." Feb
9
Epocrates
"They have a million doctors (registered as users) and a lot of
those are free apps, so they will want to monetize those eyeballs and
that's what people think will happen here. It's an expectation of
internal growth." Reuters
Feb 2
Neophotonics "in an overall growth market" Reuters
Feb 2
Adecoagro
“a way to play the potential global shortage of food, especially
in emerging markets” Business
Week Jan 28
LinkedIn
"These companies are more mature, their sector is more defined,
and they have better income" AP
Jan 27
Nielsen "Was welcomed because the
$1.6 billion raised will be used in part to pay debt." USA
TODAY Jan 27
Nielsen "With the improving
economies worldwide, and the growth of connectivity, their top-line
revenue is pretty secure" Investors
Business Daily Jan 26
Jan 24wk, $3bb "Most of them (this
week) have pretty good top line revenue growth and are making money—not
all of them, but most of them. So the window's wide open." Jan 25 CNBC
Nielsen "The price range [of $20 to
$22] seems to be fair. A lot of private-equity-backed deals were
marked down last year, and then the stocks rose. Bankers are pricing
these companies favorably for investors." Jan
24, WSJournal
Danddang "The original midpoint
valued the company at 48 times annual earnings, based on third-quarter
results" Jan
17 Bloomberg
Islands Resaurants "IPodesktop speculated that the $26.3
million equity sale could have come from a private equity investment
firm. There is a definite connection with private equity. Also,
Private equity deals were way up in December." Jan
14 North County Times
Ally Financial “The
investment climate is better now than it was six months ago. The
general direction is good." Jan
13 Bloomberg
"Facebook’s IPO is on its way" Jan 12
TechWeek
Groupon "When people make those (Groupon) investments,
they don’t expect the companies to remain private forever. There
is a push to go public." Jan
7 Financial Post
Facebook: "Facebook is
on the
runway; they just don't want to say, 'Here we go. Watch us,' Facebook's
valuation is ahead of its ... revenue right now. It may not be in a
year." Jan
6 USA TODAY
China IPOs: "The
realities of supply and demand are
setting in fast once the first-day hype wears off and investors who pay
attention to valuation step away." Dec
22 USA TODAY
Swift Holdings: "Neither Werner
Enterprises Inc. of Omaha, Nebraska, nor Phoenix-based Knight
Transportation Inc., cited as Swift
Transportation’s competitors by Marina del Rey, California-based
IPOdesktop.com, had any debt at the end of September, data compiled by
Bloomberg show." Bloomberg
Dec 14
Bona's stock has fallen not because
of competition from state-run studios, but because it was overpriced
compared with companies such as Regal Entertainment Group and Cinemark"
Dec 9
ABC News
"In
China, you still have growth, and the (Internet) market is not as
mature." Dec
8 USA TODAY
"Youku.com and China Dangdang are offering stock at as
much as five times the median valuation of their U.S.-traded
rivals, data compiled by IPOdesktop.com and Bloomberg show" Dec
6 Bloomberg
FXCM: It's not that the agreement
with Deutsche Bank AG generates that much topline revenue or growth for
them but it's an endorsement” Dec 2
Reuters
"At
the midpoint, the IPO valued FXCM
at 16 times earnings, an 42 percent discount to the median of five
companies cited in the IPO prospectus as competitors, data compiled by
IPOdesktop.com and Bloomberg show." Dec
1 Bloomberg
"Bottom line of Gaskins' thorough analysis is that FXCM is reasonably priced." Nov
30 Forex Crunch
“A lot of the Chinese companies have higher profit margins than the
U.S., and they generally have better balance sheets, because they
haven’t been debt-leveraged. It’s hard to find a U.S. company that
isn’t debt-leveraged.” Nov
22 Globe & Mail
"Harrah's(Caesars) is
spending 22
percent of its revenue on interest payments." Nov 12 ABC
Money
“NOAH’s sales have increased 260% and income jumped 500% last
year.” Nov
10 thestreet.com
"GM's stock IPO: Not hitting on all
cylinders" Nov
9 USA TODAY
"SinoTech will struggle to break into the oil
recovery market because it faces competition from large, state-run
firms" Nov
4 AP
"At
the middle of the offer range, Booz
Allen would be valued at about 37 times earnings" Nov
4
"Gaskins points out which
offerings
have the highest chance of success." Nov
3 thestreet.com
At
the midpoint price of $8.25, Xueda
would have been valued at 23 times estimated earnings" Nov
1
"At the
middle of the forecast range, Fresh
Market would be valued at 16.4 times net assets" Oct
30 Bloomberg
"ExamWorks was valued at 2.3 times
revenue. That’s 64 percent more than the ratio of 1.4 for CorVel
, which IPOdesktop.com identified as a competitor." Oct
28 Bloomberg
"Vera Bradley and Bravo Brio
are impressive because
they have grown while unemployment remains high" Oct 22 ABC
News/Money
"AIA (which raised $18 billion)
is a
cost effective way for IPO investors to ride China's growth" October
21, Reuters
"TAL Education has shown an ability
to expand their market share in metropolitan areas and I think they can
replicate that." Oct 20
"Even though Tower's IPO
priced at a 19 percent
discount to the midpoint of its expected price range of $15 to $17,
that it came to market at all shows renewed risk appetite among
investors" Reuters
Oct 15
"Liberty Mutual could have done
the IPO at at $15; they were just greedy on their price. They were out
of touch with the IPO market and investors." Oct
6 SNL Interactive
"People are
willing to pay up for growth" CNBC
Oct 1
"At
the midpoint
price of $19, Liberty Mutual Agency’s
shares are valued at 1.3 times tangible book value." Bloomberg
Sept 29
"Investors are willing to embrace companies
that operate in high-growth markets like China and India with little
debt." MSN
Money Sept 28
"This is the busiest week in a long time," says Francis Gaskins of
IPOdesktop.com. "The window is wide open." USA
TOday Sept 28
“Investors are
less enthusiastic about IPOs backed by private-equity firms that aren't
as profitable.” CNBC
Sept 28
“Gaskins expects (China-based) Country
Style Cooking to enjoy the best opening day of the nine IPOs
planned for this week.” Investors.com
Sept 27
"Petco may be getting ready to pay
off their debt with an IPO since they are giving out stock options
now" North
County Times Sept 24
“Coresite priced at least 26
percent less than the ratios for Digital Realty Trust in San Francisco
or District-based DuPont Fabros Technology, operators of data centers
that CoreSite listed as competitors in its prospectus” Washington
Post, Sept 24
CoreSite REIT: "At the IPO
price of $16 a share, CoreSite is
valued at 1.4 times its net assets" Bloomberg
Sept 23
"Ally Financial (GMAC) is likely
to command a market capitalization of $17 billion to $20 billion." Bloomberg
Sept 15
"GM will be priced aggressively. And if that's the case,
investors would be wise to avoid GM shares until the price falls, once
they begin to trade." USA
Today Sept 6
Skype "A success story with Skype
will put the spotlight back on
the tech sector." Reuters
Sept 3
"First Trust ETF (is) a
less-than-appealing investment for the investor targeting true IPO
gains." Globe
& Mail Sept 2
"If IPO hopefuls encounter
softness in their business, it will hurt
demand for their shares." USA Today Aug 27
"Endocyte is
desperate for money. Investors aren’t going to bail out the
(current) shareholders." Cinn Biz Journal Aug
27
"Full Circle would
struggle to price at the high end of its $8 per share to $10 per share
offering range." SNL Financial Aug 26
Bramble Savings Bank: "Doesn’t
sound like a very good potential investment" Biz Courier of Cincinnati, Aug 20
GM: "Gaskins
not wowed by General Motors’
IPO" BizCoach
Aug 19
GM: "Steven
Rattner, the former head of President Barack Obama's automotive task
force, Rebecca Lindland, an analyst at IHS Automotive, Francis Gaskins,
president of IPOdesktop.com, and Jeremy Anwyl, chief executive officer
of Edmunds.com, talk about today's filing" Bloomberg
Aug 18
GM: "Looks like GM should be worth
no more than Ford." Wall
Street Journal Aug 18
GM "it's likely
that taxpayers will get back only about half their $50 billion
investment in GM when the U.S. government sells it's 60.8%" Aug
18 USA Today
MakeMyTrip: "There's
a taste for companies that will dominate a possible
niche" August 12 ABC News
"RealPage priced
it lower so there would be enough demand to bring shares back up" August 12
"Intralinks interest
payments are a large uncontrollable fixed expense. It's not
healthy. It's a metric showing that the private equity people
were desperate to pay back their debt."
August 6
"NXP is s big
company and it's branded but the competition is intense and it's time
for them to make money. "The NXP IPO casts another negative pall
on leveraged buyout
offerings." August
6
"Intralinks
can't make an operating profit with a 22%-plus market share?" August 4 Wall
Street Journal
"Weakness in the hotel industry will make it
difficult for Clearview to
bring its offering to market" July
30 Business Courrierr of Cincinnati
"Chesapeake
is a good deal and there's an easy comparison out there." July 29
"Molycorp has to spend half a
billion dollars over two years to get there and it may or may not come
in on budget in that time frame" July
23
"Green Dot advances 22% after IPO
raises $164 Million" July
22 LA Times
"Green Dot has a lock on the big retailers" July
22 Reuters
"Green Dot has an advantage
among equity investors because most of its direct competitors are
privately held" July
22 Bloomberg
Green Dot “Based on the midpoint of
that range, Green Dot has an adusted price-to-earnings ratio of
38. Visa
(V.N) has a price-to-earnings ratio of 22, but is a more mature and
branded company” July 16
Ocado: online grocer in the UK "What 'strains credibility'
is that, by July 2011, Waitrose will be able to compete in an area that
represented 50% of Ocado's gross sales in fiscal year 2009 -- the
Greater London area. " July
15 Marketwatch
KKR "I don't think people are lining
up to buy KKR at this time;
the bloom is off the rose." July 15 ABCNews
Smarttech "One of
the big concerns is whether Smart can continue to grow market share and
earnings fast enough to justify a price-to-earnings multiple estimated
at 51x" July
15 Financial Post
Oxford Partners "It's not clear they
can make the dividend payments. The cash flow assumptions are
aggressive." July
14 Reuers
“IPO
companies that generate good fundamentals in a recession are definitely
worth a look” July
12, Kiplinger
RealD "The
3D market is an embryonic
growth market right now. If you get in early with a company that
dominates the segment, you could do well." July 8
Reuters
Portrait Innovations “They’ve
done well the past 18 to 24 months, even through the recession.
That’s important because you have to perform before you can IPO" July
8 Charlotte Business Journal
"Tesla
brought in people who wouldn’t normally invest, a lot of inexperienced
I.P.O. buyers.” July
1 New York Times
"AutoNavi
-- with a price-to-book ratio of 3.1 -- is richly valued compared with
some competitors." June 25
Reuters
"Telsa
(the electric carmaker) would be one of the few exciting IPOs of the
year. " June
15 Reuters
"Underwriters
are hungry to bring deals out. This is a
deal-by-deal IPO market." June
15, USA TODAY
"Well-known IPOs often attract retail
investors, who can personally identify with the companies."
June
15 CNBC
""Where there's high
volatility, the exchanges like CBOE
do well." June
15, USA TODAY
"CBOE is a late
comer to the
IPO market, the segment isn't acting well, business is flat (except for
May, 2010)." June
15 Investors.com
"CBOE is expected to have a smaller
market capitalization than its rivals, making CBOE a potential acquisition
target." June
14 AP
“If CBOE shares sold for $28
to initial
investors, the middle of the expected range, that would make the
exchange's stock more expensive than that of its rivals.” June
14 Wash Post
General
Motors IPO: "If the global economy is still uncertain it's going
to make pricing of the GM IPO
more difficult." June 11
Reuters
“China New Borun is
a way to
play growth in China from a profitable company that's not
leveraged." June 4
Reuters
“LPL Financial can get done,
but it will depend on pricing. They have a brand name and they
are profitable." June
4 Interactive Investor
"Nobao has a
low-tech business and no established history of successful
manufacturing." June
1, New York Times
"Accretive Health's relatively
low offering price did allow the company's shares to jump 13 percent in
their first day of trading." May 28
Reuters
"Mirion
was seeking a premium of more than twice the median valuation of
electronic measuring device producers" May
27 Business Week
At $25 CBOE
would have a trailing price earnings ratio “of about 28, lower than
NYSE Euronext (NYX.N) but higher than Nasdaq OMX (NDAQ.O),
IntercontinentalExchange Inc (ICE.N) and Chicago Mercantile Exchange
parent CME Group Inc (CME.O). If the stock market were in a bull
market CBOE could get away
with (a high valuation), but it's not." May 21
Reuters
At the original IPO midpoint price,
Accretive Health was valued at 12.3 times its net assets." May
19 Business Week
"HCA
is trying to ride a wave of
enthusiasm for health care stocks," May
7 Washington
Post
Two China IPOs: “Worried about Charm’s
future revenue growth,
because the (primary) contract expires in 2011. MIE could be pricier than dominant
Chinese oil firms like PetroChina and Sinopec Shanghai Petrochemical
Co.” May
3, AP
“MIE
is looking for a rich valuation. Has a price-to-book value of 2.6,
compared with 1.9 for rival ROC Oil Co Ltd (ROC.AX). Larger competitors
PetroChina and Sinopec come in at 1.7 and 1.3, respectively.” April 30
Reuters
“Alpha
and Omega’s gross margins were low for a chip company.
"Material weakness" in its accounting may have spooked investors.” April 29
ABC News
"SPC Commerce
seems
expensive but most successful pay-as-you-go software-as-a-service
companies with recurring revenues always seem 'expensive,'" April
22 INVESTOR'S BUSINESS DAILY
"Weakness in the pricing indicates underwriters bringing the IPOs to
market are overestimating investors' enthusiasm," April
22 USA TODAY
"Competition from big-name firms, as well as a wave of
consolidation, poses a significant threat to Mitel," April
21 theGlobeandMail
“8 IPOs this week. They're going to be competing for
mind-share," April
19 CBSnews
"Mitel is overpriced.
The last three quarters were flat and they barely made money in January
if you back out the non-recurring adjustments." April 16
Reuters
"There is an existing public company with better gross margins
and price-to-book ratios than Metals
USA, and that is Reliance Steel & Aluminum. Anyone who
wants to participate in expected growth in the sector could do better
owning Reliance." April
10 WSJ
"Metals USA competitor
Reliance
Steel & Aluminum Co. was a 'better buy' for investors because it is
more profitable." April
9 CBS News
"Right now (April 1) , these IPO companies are leaving money on the
table, and
that's like honey to bees.
"This (Primerica) is the first
time I've seen a private equity firm make a big commitment at the
public IPO price. Normally, they get sweetheart deals and public
be damned. All investors needed to know for this deal was that they
were paying the same as Warburg Pincus."" April
1 Business Wk Singapore
Press
"But Primerica still sold at a
price-to-book value discount to Ameriprise Financial ,
MetLife and Prudential Financial , which it identified in
its prospectus as competitors" April 1
ABC News
"Meru is in a rapidly growing
market and their last two quarters have
been profitable, pre-tax and pre-interest" March 31
The IPO investor
can get in on Primerica with
the same terms as Warburg. There appears little, if any, risk in this
IPO at $13.” March
30, Business Wk
"Warburg Pincus has put the Primerica
Citi spinoff together and they expect to make money. If people buy at
the IPO price they'll be buying right along with Warburg's price"
March
26 Reuters
“Telegent’s IPO may command a
market value of $1.2 billion in its IPO,
and at that price, its price-to-sales ratio would be about half of
MaxLinear’s” March
24, Bloomberg
"The IPO window has opened again. The four recent successes may
mean the deepest discounts on IPOs are finished for now as investors
eye projected growth rather than a company's most recent results." March
24 msn.com
"Investor psychology has changed all of a sudden. It's not just pricing
that's improved, it's the aftermarket activity.” March
24 WSJournal
“If Alma Maritime & Scorpio Tankers price at the
midpoint of their expected ranges this week and next, they will have a
9 percent and 17 percent premium to their respective tangible book
values” March
24
“Gaskins expects the China Lodging
IPO to do well.” March 19
Reuters
"Investors are becoming less critical because the crash is further
behind us. People need to invest their money and the stock market is
up." March
19 Business Week
"Companies that go public through reverse mergers used to carry a
stigma as being unable to do an IPO.” March
19 Cincinnati Business News
"Financial Engines' growth
prospects, recurring revenue and increasing gross margins are
attractive to investors" March
16, Reuters
"So many IPOs have sold below their expected price range because
investment banks had overpriced them. That wasn't the case with Financial
Engines." March
16, USA TODAY
"Financial Engines' recent
revenue and profit growth have outpaced some of its competitors," March
15 Investors.com
"By any standard metric, Sensata
is way overpriced. There
are many other companies out there that have better income visibility
and better balance sheets. March
8 WSJ
“Potential investors should be concerned about the (Baltic Trading Limited & Crude Carriers) companies' focus on
the spot market." March
5 LA Times
“If Sensata prices at the
midpoint of its expected range, at $19 per share, it will have a
valuation dramatically higher than some of its competitors.” March 5
Reuters
"The Anthera Pharma IPO is
confirmation that there is an IPO market, but companies need to be
aware of investor climate and price accordingly." March
1
"Chesapeake Mid-stream is a high profile, high marque
company with cash to
distribute, if anyone does their homework they realize the risk is for
smaller companies without a big partner backing them. In their
business, bigger is better. They have a powerful parent, good growth
opportunities and visible cash flow." Feb 26
"Anthera
Pharmaceuticals, especially with no revenue or regulatory
approval, needs a more frothy market to make it." Feb
25 LA Times
"Clothing company Express was
a
leveraged buyout at the top of the market. They have a lot of
debt and they're in a low gross margin business." Feb 19
"Graham Packaging's enterprise
value to earnings ratio was about 39, higher than competitors Ball Corp
(BLL.N) and Silgan Holdings Inc (SLGN.O), which are about 22 and 33,
respectively." Feb 12
Reuters
"(IPO) Executives continue to
think their companies are worth more than
investors do." Feb
11 USA TODAY
“Investors were hesitant about Terreno
Realty because it lacks an operating history” Feb
10
"People are saying it's a lousy market, but there's a huge quantity of
deals. The problem is that while investment banks are selling a
story to these companies, it's the individual investors who make up
their own minds. If these deals were just priced reasonably, it would
be a different situation." Feb
8 Washington Post
"QuinStreet has an established
business and may do well. The longer-term risk is how easy it is for ad
agencies and others to do what they doing. The problem they're
having with DeVry may be the canary in the coal mine." Feb
8 Wall Street Journal
Tesla battery-powered electric
'ferrari' IPO: "If they get the funding they need, from the IPO or
other sources, then I believe they might for a while show some decent
sales, but if the niche becomes big enough then the elephants will step
in, grow the market themselves and take the lion's share" Feb
5 Globe & Mail
QuinStreet: "the company's
growth is attracting some unwanted
attention." Feb
3 Investors.com
"Ironwood has potential as a
business, but the company is not being
'realistic'with its IPO price." Jan
29 Business Week
"IFM
Inv (CTC, Century 21 China) is branded and has
visibility,
they're a player in the market.
But people are afraid their income statement will be hurt" by the
tightening of China's monetary policy Jan 28 Reuters
"I think Friendfinder is
a case of going public or going broke. They're just too leveraged to
stay afloat." Jan
26 Business Week
“The Friendfinder IPO is hot,
but not in the IPO sense. The adult
subscriber base is decreasing. Recently, sales have been flat and the
company has had difficulty servicing its heavy debt load.”
Jan 25
ABC news
“IFM's valuation is roughly in
line with much larger publicly traded
Chinese real estate services company E-House China Holdings Ltd, (EJ.N)”
Jan 24
Reuters
“Telegent Systems Inc., a
Sunnyvale, California-based chipmaker for
mobile-TV devices, may be valued as high as $1.5 billion in a
future IPO”
Bloomberg
"Investors shouldn't assume the busy week means the IPOs are good
ones. Only Symetra,
backed by Berkshire, is attractive for
investors. The true measures of the IPO market's health will come
later." Jan
22, USA TODAY
Buffett Boosts
Flowers, Berkowitz Pricing Symetra
IPO Jan 21
Bloomberg
"Symetra now has an estimated
price-to-book value of 0.85, 43%
less than the 1.5 multiple it would have based on the midpoint of the
2007 offering price."
Warren Buffett to retain shares
“The fact that he (Buffett) is holding his stock is a definite plus, It
gives institutional investors a feeling of security.”
Business
Week
"Five IPOs are scheduled for (this) week — that's high for January"
Investor's Business Daily
"There's quite an appetite right now for profitable companies"
IPO comeback in 2009 sets
stage for busy 2010
"It's a public drilling fund with no tax advantages," he said. "They'd
better find oil soon and fast."
referring
to Cobalt Energy (CIE)
Over 500
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