Candygram

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IPO Market Update Week of June 13th

A few quick updates and prospects for this week: Last week Fusion-io (FIO)  priced above above the revised up range and settled in at the $24 level. We like the company but our IV remains $22 so at this point the fundamentals are reflected in the share price. The only other pricing was Taomee Holdings…

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Candy or Bubble Gum?

[This is the full text of our bi-weekly Candygram. See the Candygrams page for the full PDF with more tables.] The IPO market is humming along pretty well and it’s hard not to notice the continuing emphasis on mobile and Internet technology companies, particularly from China.  The recent pricings and aftermarket performance of Qihoo 360…

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Back in the Candy

[This is the text from our April 19th Candygram. The full report with tables is available under the “Candygrams” tab.] We wrote about a “resurrection” of the IPO market at the start of the month and we’re feeling “prophetable” right now (sorry!)  We had a number of solid pricings and good after-market trading on deals…

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Time for Easter?

A rebound in the markets has many thinking we may be heading for a “resurrection” of a robust IPO market in the coming weeks. The IPO market is moving along, although some of the larger deals — like Apollo, HCA and GNC — are just too boring to be considered IPO Candy.  However, a few…

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Rock Candy: Candygram for March 2 2011

This is the full text of the Candygram published today.  Refer to the full version in PDF format on the Candygram page (login required) for all the tables. It hasn’t been a soft and sweet two weeks in the IPO market.  There were no pricings and only a handful of deals have commenced active marketing….

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A Run on the Candy Store

It’s already Spring in the IPO market this year as pricing and plans are expanding quickly. This was a very busy two-week period with 16 pricings, which has depleted the short-term pipeline with almost no deals in active marketing right now.  (Paying subscribers can login and go directly to the full Candygram (PDF) on the Candygram page.) Several…

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A Mars Bar Year for the IPO Market

There was more talking than cooking in the IPO kitchen for the first two weeks of 2011.   We’ve seen new pronouncements about the IPO market from guys like Bill Gurley late in 2010 and more recently even Fred Wilson is coming around.  All we can say is that we’ve been very busy since we…

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Preparing for 2011

It’s time to throw away those wrappers from last year and open a new box of candy. Here is the full text from our January 3 2011 Candygram. At the end of the year there were a handful of “cleanup” pricings like Ventrus Biosciences and withdrawls like Wave2Wave Communications (a 4G play) and Oragenics (an oral hygiene company.)…

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Cooking Down the Calendar

The IPO market has reached a new level of activity with 20 companies now in active marketing.  Every investment bankers and companies are eager to squeeze in their offerings before the holiday break in a few weeks. Deals that we are more focused on include: There’s sure to be lots of enthusiasm for a IP…

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Grandma’s Candied Sweet Potatoes

This is the text from the Candygram that went out on November 15th. The IPO market has stayed busy but it has become more selective.  The past two weeks have been good overall but some deals, like Complete Genomics, have struggled and five others were pulled.  There may be a reduction of risk tolerance creeping in…

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