Candygram

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Candy Corn & Marshmallow Peanuts

{This text is from the Candygram published yesterday.  The full document is available here.] After a strong market in September, IPO activity picked up sharply in October.  In the first two weeks of the month there were 11 deals priced and 11 new filings.  At present there are about 15 deals in the market for…

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Invest in the IPO Candy Folio

Now you can leverage our research directly with our pre-made portfolio published at Folio Investing We have been waiting for years for a way to let our subscribers follow our thinking.   Since IPO Candy is not a broker-dealer or investment advisor, we publish our IPO portfolio at Folio Investing, a registered broker-dealer, where individuals…

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An IPO Sour Patch

This is a busy week for the IPO market in terms of numbers but the deals and presentations are not very sweet. SciQuest did price and, as we noted in an earlier post, it’s a fairly interesting company with a slightly high proposed price range. The shares were priced at the low end ($9.50) and then…

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The aroma of fall deal pricings is in the air!

A few deals we have been following began active marketing this month but we haven’t had any pricings yet.  We recently sent out a review of SciQuest and also posted it on the blog. SouFun is another one we are working on. SouFun is a real estate portal in China which puts them in the…

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Recent IPO Ecosystem Performance

The text below was featured in our September 1st Candygram. For the full edition with the tables included please see IPO Candygram Sept 1 2010 Final. Performance There has been some press coverage suggesting that IPO performance may be turning “sour” due to poor returns that have come from either weak companies or pricings that were…

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IPO Candy Update

The early market acceptance for IPO Candy has exceeded our expectations and we have been working on several new products that we will be announcing in the next two weeks. At the same time it’s become clear that our rather simple method for controlling content and user access will not scale with the expansion of…

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August 16th Candygram

This is the text from the August 16th Candygram. The full edition with the ecosystems and performance figures can be found at the website. The market has held up but many recent deals were priced below their filing ranges. Some, like RealPage (online rental property management), priced below the range and then traded up very strongly…

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August 2nd Candygram

We sent out our August 2nd Candygram yesterday to our email list and there are a few things that we wanted to note here: Added performance metrics show how hard it has been on our IPO names during the last 3 months. Through the end of July only a few names managed to not decline:…

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Listening to IPO Presentations – Ameresco and Camelot

Ameresco looks like a solid company but gives an extremely boring roadshow presentation, so it’s a bit painful to listen to all 40 minutes of it. But the company is large (>$400M annual revenues), profitable, and has strong visibility thanks to long-term contracts and projects. The focus on improved energy efficiency, combined with some reuse,…

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Candygram – July 1, 2010: A melted market topping for dessert?

Our Candygram will go out to our email list after the close today or early tomorrow morning with the IPO ecosystem included. The market didn’t get in the way of June being a good month for the IPO market. In fact, every deal we mentioned in our June 15th Candygram was priced in the last…

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