Tuesday, February 19, 2008

Reliance Power-Masterful Obfuscation

Reliance Power-Masterful Obfuscation

-There is no provision in the Companies Act, 1956 to exclude one category of shareholder from an issue of bonus shares over another category viz the promoters, unlike in the case of a rights issue or a preferential offer of shares.

-The proposed Bonus Issue would benefit those people who bought the R-Power stock at Rs 350-380 per share post listing, rather than the people who subscribed for the IPO.

-The Bonus entitlement will accrue to those investors who hold the R-Power stock on the Record Date of the Bonus issue, as against those who applied and got allotment in the IPO.

-The Bonus will not compensate those investors who sold off the stock in panic at a discount to offer price, post the R-Power listing.

-Finally, even though the R-Power stock went up 8 per cent on Monday, February 18, 2008, investors/traders should realise that the Bonus will make no tangible benefit to them or the company, as post the Bonus, the Equity will expand bringing down the break-up value of the company down by an equivalent amount...so the Bonus is only meant to give a push to the stock which was quoting below offer price for nearly 5 trading sessions since listing.

MAVERICK

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