Dug around a bit since yesterday. From what I gathered around $25 Mil is for retail and a big Chairman's List and then the Instos.I was told for retail allocations there could be a Cap ala Apollo by Morgans. I am hearing that this is compared to a smaller Motor Cycle Holdings MTO done by Morgans in the Management's inner Circle. After the CLW pulling out and not trusting any more what the Broker Corporates say about demand ( I sincerely believe that this will be in demand from what I gathered from many angles corporate, non corporate, people close to the IPO and close to management etc ). If only around $25 mil for 3 brokers for retail was to be believed and true that's worse than Apollo allocations it appears. Could we focus on this as we have to be quick with our bids by next Tue I believe. Lets dissect and Trisect and turn this upside down to see whether we feel it's worthwhile for a real punt as well as the suggested allocations for retail of between $20 Mil to $30 mil is true or not etc. Also can we compare this this to MTO in any way. I am hearing that there is a lot of growth left in this business and it's margins are very similar to MTO etc. I open it for one hell of a discussion on it, so we can be thoroughly informed in all aspects positive, negative and Neutral. Cheers.
