Scheduled Monday, January 30: for Al Jazeera English TV Channel & for Bloomberg radio
January 27 — TV
CNBC TV — upcoming Facebook filing
(1) Gaskins comes on around 8:54 for about 2 minutes link
Gaskins is mentioned at the beginning of this CNBC clip and also around 3:30 link
(2) Facebook to file IPO documents soon: report – BNN, 7 minute interview
(3) thestreet.com Facebook’s Rumored IPO: Too Late? (turn up sound within the video)
January 27 — written
Facebook May Be Flinching on Valuation the street.com
Facebook IPO Filing May Come Below Expectations Investors Business Daily
Jan 30 week — see links at top — 2 flip, 5 avoid, 1 ok
+11% Verastem (VSTM) priced 5.5 million shares up from 4.5 million at $10, price range mid-point quote
+33% Guidewire (GWRE) quote, IntelePeer postpones
Sponsored by AVT (AVTC) which expects to report $10 million in revenue for 2011 year up 76% from 2010, and by Quamtel (QUMI), an emerging telecom company.
Updated January 24 — Guidewire prices at $13, 18% above mid-range for trading Wednesday, January 25
3 this week
Guidewire Software (GWRE), IntelePeer (PEER), Verastem (VSTM)
8 next week, so far
BioPharma: Cempra Holdings (CEMP), Merrimack Pharma (MACK)
Energy-related: Dynamic Offshore Resources (DOR), Matador Resources (MTDR), Platinum Energy Solutions (FRAC), U.S. Silica Holdings (SLCS),
Internet/software: AVG Tech N.V. (AVG), Greenway Medical Tech (GWAY)
IPO Calendar Includes grades, scores & recommendations
————————-
Sponsored by AVT (AVTC) which expects to report $10 million in revenue for 2011 year up 76% from 2010, and by Quamtel (QUMI), an emerging telecom company.
Renewable Energy (REGI) priced at $10,
28% below mid-range.
Trades slightly up quote
IPOcalendar here — Since the first of the year, 23 companies have either filed plans to go public, or announced expected pricing terms or filed updated amendments.
This week: Renewable Energy Group (REGI)
REGI IPOreport available here for subscribers.
Includes grade/score & recommendation.
Although there is a large IPO backlog,
REGI is the only IPO scheduled for the week of Jan 16
For Thursday, January 19, 2011.
Two scheduled for next week, so far.
Also, 3 Bonus Reports here
Sent to subscribers 10 minutes after trading started
Buy Laredo Petroleum (LPI)
2 weeks later, +28%
Buy Michael Kors (KORS)
2 weeks later , +12%
Sell Zynga at $10
2 weeks later -8%
CNBC — Facebook & 4 others for 2012 — Happy New Year
Bloomberg TV — Zynga & Facebook
CNBC — Zynga & Michael Kors
Zynga is ‘pop & drop’ ( not ‘pump & dump’?)
-10% Zynga priced at range top, $10, quote
thestreet.com pre-IPO Zynga video
+4% Inergy Midstream @$17, below range quote
thestreet.com pre-NRGM video
Postponed – we didn’t like either one
GSE Holding
FusionStorm Global
+20% Michael Kors (KORS) @$20, above range, quote. Pre-IPO video thestreet.com
For subscribers we said BUY
+6.4% Laredo Petroleum (LPI) @$17, below range. quote. Pre-IPO video thestreet.com
For subscribers we said BUY & may edge up over time.
-0% Mid-Con Energy (MCEP) @$18, below range, quote. Pre-IPO video thestreet.com
For subscribers we said AVOID
-22% Bonanza Creek (BCEI) $17, below range, quote, Pre-IPO video thestreet.com
For subscribers we said AVOID
For subscribers we said AVOID
Sanchez Energy priced at $22, down 12% from $25 price range-midpoint.
Then traded down -17% from the IPO price. Pre-IPO video thestreet.com
The investment bankers made a colossal pricing mistake. On the first day SN was off an astounding 27% from the original price range mid-point — what were they (not) thinking?
For the record, the lead underwriters were Johnson Rice & Company L.L.C. & Macquarie Capital.