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Tech Startups Feel an IPO Chill

55 点作者 pierrealexandre超过 9 年前

5 条评论

chollida1超过 9 年前
&gt; And as of Friday, at least 11 of 49 venture-capital-backed U.S. technology companies with IPOs since the start of 2014 traded below the per-share value where they last raised money as a private company, an analysis of stock-sale documents by The Wall Street Journal shows.<p>Here&#x27;s why I think this matters. Previously tech companies, Microsoft being the prime example, paid employee&#x27;s a fair market wage but then gave options or restricted stock as well. The rising stock price acted as a sort of bonus to employee&#x27;s.<p>With companies now spending more time private and getting more of their gains as private companies, what&#x27;s happening is that private equity and vc companies are now capturing more of those gains that the public would.<p>Employee&#x27;s are also the one&#x27;s holding the bag here. With their lockout periods after going public they are the most exposed to busted IPO&#x27;s.<p>One other worrying trend is that investment banks are no longer backstopping the IPO&#x27;s they shop. If you remember the Facebook IPO, there was a lot of buying at the ipo price from the book runners to ensure that facebook didn&#x27;t drop below that price. The last few tech ipo&#x27;s had no such support and happily &quot;broke&quot;, or traded below their initial offering price.
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dsugarman超过 9 年前
paywall get around.. <a href="https:&#x2F;&#x2F;www.google.com&#x2F;url?sa=t&amp;rct=j&amp;q=&amp;esrc=s&amp;source=web&amp;cd=1&amp;cad=rja&amp;uact=8&amp;ved=0CB8QqQIwAGoVChMI_9KOzsnRyAIVCf0eCh1e0Qef&amp;url=http%3A%2F%2Fwww.wsj.com%2Farticles%2Ftech-startups-feel-an-ipo-chill-1445309822&amp;usg=AFQjCNE4W4F0iiaAqqdoxkmU_y7YzW1WuQ" rel="nofollow">https:&#x2F;&#x2F;www.google.com&#x2F;url?sa=t&amp;rct=j&amp;q=&amp;esrc=s&amp;source=web&amp;c...</a>
7Figures2Commas超过 9 年前
&gt; In a sign of wariness among pre-IPO investors, an analysis of funding rounds by law firm Fenwick &amp; West LLP in March found that 30% of private companies valued at $1 billion or more promised a specified IPO price. In some cases, the companies agreed to give additional equity to investors if the IPO price wasn’t met.<p>This is not necessarily a &quot;sign of wariness.&quot; The investors are just doing what reasonably sophisticated investors do: protecting against downside risk. As long as the companies they&#x27;ve invested in can get out to market, the investors really can&#x27;t lose. The companies themselves and other shareholders lose.<p>&gt; Dropbox received the $10 billion-valuation offer from BlackRock after just two days of investor meetings, said a person familiar with the fundraising.<p>The company and its valuation don&#x27;t matter. The terms of the deal do. You can make enormous profits investing in bad companies if you negotiate great terms.<p>If BlackRock structured its investment well, which it almost certainly did, Dropbox could go public with a $5 billion valuation and BlackRock would still achieve the desired return.<p>As I wrote in a previous comment, it&#x27;s kind of amusing that so many in Silicon Valley rail against Wall Street and &quot;financial engineering&quot; when the biggest &quot;winners&quot; of this tech boom are products of Wall Street and &quot;financial engineering.&quot;[1]<p>[1] <a href="https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=10403067" rel="nofollow">https:&#x2F;&#x2F;news.ycombinator.com&#x2F;item?id=10403067</a>
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aaroninsf超过 9 年前
BUBBLE WUT BUBBLE THIS TIME DIFFER–<p>Different primarily as maxxxxx says: &#x27;IPOs are mainly a vehicle to sell stocks to the public where the investors have pretty much extracted all likely gains already&#x27;<p>PLS god one more crash I need affordable house thx
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foolfoolz超过 9 年前
with so many companies faltering after IPO, why do you as a an individual have any reason to stay at a company past it&#x27;s IPO? seems like the best thing you can do for yourself is use the company&#x27;s momentum of going public to ask for more money in a new a job
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