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Covering the IPO Market from A to Z
...with Francis Gaskins
IPO CORNER

IPOdesktop.com A ‘Forbes Best IPO’ site

IPO CORNER

By: Francis Gaskins, Aug 17, 2007

137 archived Pre-IPO analysis from Jan 1, 2007 plus all from May, 2006: grading, scoring & more

Use Edit/Find in your browser to search by ticker…for an archived report

> Two weeks ended Aug 17, 2007, includes VMware
VMW plus CCSM, CPIX, CROS, DMAN, EJ, HIRE, KGS, MASI, MELI, PRGN, TULY, WX, ZINC

> Week ended Aug 3, 2007
AMCA, CXO, DM, G, NDMX, SCMP, VRTU

> Three weeks ended July 27, 2007
AIRV, BLOG, DHX, EBTX, HGG, LIMC, LULU, MF, NZ, OWW, PWRD, REXX, SGLP, TYPE, VOLT, VR

> Five weeks ended July 6, 2007
AUTH, BIOF, BWY, BX, CRE, DDUP, FBCM, INFN, LLNW, PPO, PRO, RGDX, SCOR, SEP, SHOR, SPRD, STAR, YGE

> Four weeks ended June 1, 2007
ACM, BGS, BIOD, CAP, CLNE, CLR, CSUN, ENOC, EURX, FOLD, GLRE, HLCS, JAZZ, JMP, LDK, PINN, PODD, RRR, SIRT, SKH, SLH, TRS, TTGT, TTPY

> Five weeks ended May 4, 2007
ATV, CAVM, CNK, COMV, DEEP, EDN, IBKR, NGSX, OCNF, OREX, PCS, QXM, SCR, VRAZ, VRUS

> Four weeks ended March 30, 2007
ARUN, BBND, CLWR, CPHL, CPLP, CQP, ETEL, FCSX, FIRE, FSR, GLUU, GSIT, SENO, SMCI, TCM, XFML

> Four weeks ended March 2, 2007
ARAY, CEL, CHIP, FIG, JASO, MLNX, NCMI, NGLS, OPTR, OPXT, PRTS, QRR, ROSG, SDXC, SLRY, SNTA, SSRX

> Five weeks ended Feb 2, 2007
AHII, AVAV, DEP, EIG, LGCY, MIPI, MMPI, MVO, OCLS, XTNT
 

================
IPOs Dec 11 2006wk
  • Performance, grading & scoring week ended Dec 8, 2006

    • IPOs Dec 4 2006wk

    IPOs Nov 27, 2006wk
    • IPO reports— NTLS

    IPOs Nov 20, 2006wk

    IPOs Nov 13, 2006wk

    IPOs Nov 6, 2006wk
  • IPO reports— ACA, ACTV, CSIQ, CPLA, KBW, MBLX, OB, PHYS,THRM
  • Performance, grading & scoring week ended Nov 3, 2006
  • Aftermarket performance: top 10 & bottom 10, of last 100 IPOs

    • IPOs Oct 30, 2006wk
  • IPO reports—GSAT,IPHS,ORBC,RRST
    		•
  • Performance, grading & scoring week ended Oct 27, 2006 Audio commentary
    spreadsheet comparisons

    • IPOs Oct 23, 2006wk
  • IPO-reports— ACHN, CADX, CPRX, DEI, EROC, GHS, HMIN, OPTM

    • IPOs Oct 16, 2006wk
  • Friday October 13 update with trading prices: APKT, EHTH, SAI

    • IPOs Oct 9, 2006wk
  • IPO reports—APKT, EHTH, II, SAI, ULTR

    • IPOs Oct 2, 2006wk

    September 29, 2006
    Updated reports on Bare Escentuals (BARE)& Shutterfly (SFLY)

    IPOs Sept 25, 2006wk, $1 billion
    . IPO Hardball! Radio show (click)
    . IPO reports—Adcare,BARE, CBF, EVEP, ICFI, IMRX, MR, OFSI, SFLY

    IPOs Sept 18, 2006wk, $2 billion
    IPO reports-CVLT, DIVX, HWR, HDIX, PBIB, RVBD, WCRX

    Sept 4 look ahead
    IPO reports in process, eight (8) upcoming IPOs with 10% or greater after-tax profit margins
    IPO reports -- CXP, NMX, APKT, DIVX, BARE, KBW, EHTH, LGNX, LOCO, NTK, VCG

    IPO September 4 week
    New Oriental Education(EDU)

    IPOs three weeks ended August 14
    INWK, AYR, EVR, GNC, MTRO, QI, ACCI, BGHI, OSIR, SCA

    IPOs July 24, 2006wk
    Alien Technology (RFID), Chart Industries (GTLS), CHG Healthcare (CHGH), Crystal River (CRZ), GeoMet (GMET), WNS Holdings (WNS)

    IPOs July 17, 2006wk
    Atlas Pipeline (AHD), NewPage Holding (NWP)

    IPOs July 10, 2006wk
    Allied World (AWR), Cowen Group (COWN), Valero GP Holdings (VEH)

    IPOs June 26, 2006wk
    Aventine (AVR), Gordon Biersch (BIER), Gmarket (GMRK), J Crew (JCG), Omniture (OMTR), Replidyne (RDYN), Wintegra (WMTG)


    More archived IPO Corners

    By: Francis Gaskins, IPO week of June 26, 2006
    See this week’s pre-IPO valuation ratios (click)

    And read the Pre-IPO Aventine (AVR) report

    Aventine's financial performance is heavily dependent on Ethanol spot prices which were

    . $1.61 on March 31, 2005

    . $2.30 on March 31, 2006

    . $5.00 on June 23

    Currently, 101 ethanol bio-refineries nationwide have the capacity to produce more than 4.8 billion gallons annually. There are 34 ethanol refineries and seven expansions under construction with a combined annual capacity of more than 2.2 billion gallons.> Ethanol gets pricier but could plummet next year

    > IPOs crop up on interest in ethanol (click)
     

    ==========================================

    Previous archived pre-IPO analysis, grading & scoring

    Week ended June 23

    Home Bancshares (HOMB)

    Techwell (TWLL)

    Hexion (HXN) postponed, find out why
     

    Week ended June 16

    VeraSun (VSE)

    Houston Wire & Cable (HWCC)

    Golfsmith (GOLF), Synchronoss (SNCR), Volcano (VOLC), Verigy (VRGY)
    . VRGY: Compare & contrast

    . Gross margin & profit margin percentages

    . Notice VRGY is at the bottom of the pack (click)
     

    June 7 LoopNet (LOOP), notice 'compare & contrast' with competitor CoStar Group(CSGP):
    May 26 Mueller Water Products (MWA)


    Week ended May 22, 2006
    Vonage (VG) the biggest disaster
    . VG click for chart
    . VG pre-IPO report
    . VG radio show
    Mastercard (MA)
    . MA pre-IPO report
    . MA radio show

    Week ended May 19
    Burger King (BKC)
    Darwin Prof Underwriters (DR)
    Penson Worldwide (PNSN)

    Sponsored by AmeriChip …click for more
    Analysis, pre-IPO grades & scores available to IPOdesk.com DesktopPass subscribers
    For a free DekstopPass Trial go to http://IPOdesktop.com & email
        IPO Hardball Radio
    Och-Ziff (OZM), Blackstone (BX)
    > IPOHardball! video
    > IPOHardball! audio MP3

    Blackstone IPO! radio
    March 23: Private equity market top?/mp3

    check out archived shows
        Desktop Pass Updates
    aa-module-desktop DesktopPass files updated for week of May 12 ...go there now
        Media Quotes
    aa-module-media-quotes.htm Television, Radio, Print
    > CNBC TV SPACs, Special Purpose Acquistion Cos, May 16
    > CNBC TV Visa IPO March 18
    > CNBC TV Visa IPO Feb 25
    > CNBC TV Private Equity Nov 12
    > CNBC TV IPO Outlook July 27
    > CNBC TV IPOs: Risks vs. Rates June 18
    > CNBC TV Private placements versus the IPO market May 18
    > CNBC TV Tech IPOs (click) April 3
    > CNBC TV  Blackstone IPO (click) March 16
    > CNBC TV "Is there an IPO Bubble?" Feb 9
    Bloomberg TV:
    > March 18, 2008, Visa, twice
    > March 11, 2008: Visa IPO &     Altria's expected spinoff of Philips Morris
    > February 25, 2008: Visa IPO
    > December 24,  2007: IPO wrap-up & looking forward
    > December 20, 2007: NetSuite
    > Mid-Nov IPO recap, November 16; Alibaba.com, October 29, Virgin Mobile, October 11; Blackstone, June 21;     Limelight (LLNW), June 7;
    IBKR, AMC, May 4; PCS Comm, April 19; Blackstone, March 16 & 23
    . Business News Network TV, Canada: Visa, March 18, 2008
    . TV Tokyo: Blackstone (BX), June 21
    RADIO
    > CBS/WBBM Chicago-BX, June 22
    > Bloomberg Radio: NetSuite, Dec 20; London-BX, June 21; New York-June 20; CME, BOT, ICE, NMX, NYX, June 18
    > BizRadio: BX, June 21
    > Bloomberg Radio: CME, BOT, ICE, NMX, NYX, June 18

    Recent interesting articles with Gaskins' quotes
    > Big Winners Among New Issues,
    But Not Many IPOs So Far In '08
    > Verso Paper takes advantage of rising prices
    > Poking Holes in Verso Paper Offer
    > Pump and valve maker Colfax enters unsteady IPO market
    > Colfax IPO may lack Visa's appeal but promising
    > Och-Ziff Posts Quarterly Loss
    > Intrepid Potash debut not reflective of U.S. IPO market
    > Intrepid Potash is the hottest kid on the block
    > Intrepid Potash IPO has sweet smell of success
    > American Water Works IPO raises less than expected
    > Apollo Joins the IPO Fray
    > Blank-check IPOs to shrink
    > Shades of past slowdowns
    > Penthouse's planned IPO may be a damp squib
    > Fill in the blanks
    > Visa offering not seen as elixir for U.S. IPO market
    > Visa Inc raises $17.9 billion in record IPO
    > Visa seen as IPO anomaly
    > Bank owners counting on big payday from Visa IPO
    > Halcyon to Go Public Via SPAC Acquisition
    > Visa plans to sell more than half of itself in IPO
    > Visa's Planned IPO Likely To Be Largest For A U.S. Launch
    > Visa plans largest IPO
    > Visa Cashes In
    > IPO exit route bumpy for buyout firms
    > Will Gore's clout make Current Media's IPO sizzle?
    > Al Gore's Current Media Plans to Sell Shares in IPO
    > NameMedia's Website Users Help Build Business
    > IPC the Hospitalist Shares Jump in Debut
    > IPO Spotlight: RiskMetrics
    > IPO Spotlight: Analysts' 2008 Forecast
    > Year-end US IPOs hope to light a spark
    > Visa's $10 billion IPO adds luster to 2008 market
    > NetSuite IPO Wows Investors, Even At Twice The Initial Price
    > Ellison's NetSuite soars in market debut
    > Chinese IPOs (LaTribune, in French)
    > NetSuite's $161 Million Share Sale Signals Technology Optimism
    > NetSuite Again Boosts Expected IPO Price
    > NetSuite raises price range (again) ahead of IPO
    > NetSuite, Backed by Ellison, Raises IPO Price Range
    > Ellison-Backed IPO to End '07
    > K12 shares up sharply, leading trio of US debuts
    > NetSuite files to raise up to $99 million with IPO
    > IPOs in 2008: Uncertainty assured
    > Drug-maker plans IPO
    > A Human-Resources Software Company Clocks In A Solid IPO
    > SuccessFactors Rises After $107.9 Million Share Sale
    > SuccessFactor soars in market debut
    > Successfactors
    > Long-Awaited Visa Offering Tests The Power Of Plastic
    > IPOs race ahead, but investors are wary
    >     Och-Ziff offering raises $1.15 billion
    > Hedge Fund Manager Och-Ziff Capital declines after IPO
    > Och-Ziff public debut may be tough sell
    > SandRidge Energy IPO raises $746 mln, above range
    > IPO Spotlight: American Public Education
    > Och-Ziff Pushes on with IPO Despite Lower Returns
    > Private-equity firms put brakes on stock offerings
    > SoundBite Communications
    > Plenty Of Biotech IPOs, But Few Winners
    > River Cities notches two more tidy investment exits
    > Tech issues pop and sizzle, one misfires
    > Virgin Mobile USA IPO raises $412.5 mln
    > Affinion Group Postpones $490 Million Initial Public Offering
    > "Blank-check" IPOs: Under the radar, but lucrative
    > Cypress Sharpridge Plans an IPO in a `Hail Mary' for Funding
    > China Digital Rises on Country's TV Boom
    > Pogo Jet Gears Up For Takeoff Following IPO
    > Value of U.S. IPOs soars in 3rd qtr, year-to-date
    > Virgin Mobile plans IPO of up to $467.5 million
    > Pair of Offerings To Reflect Outlook About Economy
    > Athenahealth, Led by Bush's Cousin, Jumps After IPO
    > Athenahealth, Led by Bush Cousin, Prices IPO at $18
    > Citadel Considering IPO
    > Athenahealth's IPO Builds Buzz
    > Next week's IPOs: Just what the doctor ordered?
    > Blue Chip likely to clean up as investee company completes IPO
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    > Dog days of summer for private equity-backed IPOs
    > IPO Climate Favors Profitable Companies
    > Tumbling markets cause U.S. IPO jitters
    > AQR Saves Face, Rescues Fund
    > Happy Days Here Again For Technology Company IPOs
    > VMware's debut seen as strong despite weak market
     > Credit Woes and IPOs
    > Mercado May Attract Investors and Rival
    > Chinese real estate IPO should price high
    > Morgan Stanley to Sell Stake in MSCI
    > Utah-based Amedica puts off IPO plans - for now
    > Offerings Aren't Stunned by Rout
    > The Best Way to Go Public is Private
    > KKR should pull its IPO: analysts
    > Strong Debut Predicted for Lululemon
    > Validus set to raise more than $450 mln in IPO
    > Investors Turn Up Noses At Blackstone's Orbitz
    > IPO Market Has Rough Week
    >  Financial IPOs Want for Love
    > MF Global: poster child for a bailout
    > MF Global, Orbitz to Sell Shares in Second-Busiest Week of IPOs
    > On Tap: Trio of Technology Debuts
    >     Dice Holdings IPO could be a good bet-analysts
    > Americans To Get A Bite Of British Financial Behemoth
    > MF Global poised for $4 billion IPO
    > Network-related IPOs abound in 1st half of 2007
    > $1 billion raised by Colo. IPOs
    > Value of U.S. IPOs surges 37 pct in first half '07
    > Blackstone units close below $31 IPO price
    > Blackstone Drops Below IPO Price in Third Trading Day
    >     Blackstone units fall below $31 IPO price
    > Private equity IPO hailed
    > Blackstone IPO sets stage for robust 2007
    > Blackstone Makes Splashy Debut
    > Blackstone Makes Trading Debut
    > Blackstone IPO Nets $4.13 Billion
    >     Blackstone IPO takes off despite lawmakers' qualms
    > Blackstone to Begin Trading After Pricing at $31 a Share
    > Buyup titan Blackstone readies IPO
    > Blackstone IPO Set to Make History
    > Blackstone Moves Up Initial Offering to This Week
    > Blackstone IPO to Price Thursday
    > Tully's Coffee Looks To Expand Through IPO
    > Senate Tax Bill Could Drop Blackstone IPO Value
    > The people running Blackstone Group aren’t stupid
    > Blackstone CEO's stake to be worth $7.7 billion
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    > Limelight Shares Soar After Initial Public Offering (Update3)
    > Limelight Shares Soar 62% After IPO as Growth Outweighs Losses
    > Limelight Shares May Rise in Initial Trading as Web Video Grows
    > Two Specialty Retailers Seek To Grow Via IPO
    > Einhorn's Greenlight Capital Re Raises $194.8 Million
    > Greenlight Re set to raise up to $185 mln in IPO
    > B&G rises in IPO debut, RSC falls in 1st day trading
    > EnerNOC Inc. jumps nearly 25 pct in debut
    > TriMas Corp. rises in market debut
    > Argentine IPOs Heat Up, But MercadoLibre Taps US Market Only
    > Risk abounds in hot IPO market
    > Skilled Healthcare IPO bucks trend
    > Solera Shares Jump in First Trading Day After IPO
    > JMP Shares Rise on First Day After $88 Million Sale
    > JMP shares pop more than 12% in trading debut
    >.Aecom to Lead Busy Week of Offerings
    > Analysts mixed on auction IPO format's prospects
    > Firm (Aecom) Succeeding By Building Bridges — Literally
    > Aecom Tech Aims To Grow Through Acquisitions
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    > MetroPCS, Biggest IPO This Year
    > MetroPCS poised for $1 bln IPO amid telecoms duds
    > La Tribune's Blackstone story
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    > Blackstone IPO may be tough for some to swallow
    > Limelight Files for IPO
    > Blackstone IPO Talk Startles Wall Street
    > Despite shaky market, certain IPOs flourish
    > FCStone shares soar 26 pct in market debut
    > Company Will Tell You How To Hedge Your Bets
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    > Going Public: Is Fortress a Speculative Stock?
    > Going Public in the U.S.: One Is Not a Trend

    ----------------------------------

    >     Investors Await IPOs by Foreign Firms
    > Sourcefire Aims To Expand With Public Offering
    > Clearwire creats interest for coming technology
    > Fortress Investment Group sheds gains MarketWatch
    > Four IPOs Post Double-Digit Debuts Wall Street Journal
    > IPO is a first for hedge funds USATODAY
    >     Accuray IPO raises $288 mln
    > National CineMedia IPO raises $798 mln, above range
    > A Medical ID Business, Much Criticized, Plans a Stock Offering New York Times
    > Alternative Asset Manager First To Take Plunge Investor's Business Daily
    > More Chinese IPOs to hit U.S. despite regulations
    > Tech IPOs boost prospects for venture capital Reuters
    > Deck seems to be stacked against ethanol these days USATODAY
    > AeroVironment Kicks Off '07 IPOs Wall Street Journal
    > COVER STORY -- WHERE TO INVEST, IPOs Are Looking Tasty Again Business Week

    More Television
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    Bloomberg: year in review & looking forward
    > Nov 17 -- Bloomberg TV Latin
    America, Nymex
    > November 15
    . CNBC -- Nymex
    . Bloomberg TV -- Hertz, KBR
    > November 1, CNBC
    (two shows)
    . Wall Street Journal editorial about
    New York & London IPOs
    . Satellite-related IPOs
    October 30
    . Bloomberg TV -- IPO competition
    between New York, London &
    Hong Kong
    > Over 300 Media Quotes & Appearances
    go there now...quotes
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    > ACHI's performance could be similar to Taser's
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