Today, we make a few (more) enemies…

  • It’s time to put the ‘P’ back into IPO
  • IPO support

There have been several important days in Port Phillip Publishing history.

The day we sent out our first free email in 2005 (to about 300 readers).

The day we published our first investment newsletter (it was called Outstanding Investments back then; today it’s known as Resource Speculator).

The day we got to meet you (or, if you weren’t there, people very much like you) at our first Doomers’ Ball.

And then each of the annual conferences we’ve held. Including last year’s in Port Douglas, which was pretty memorable.

But today — Thursday, 25 May 2017 — is strong competition for the #1 spot.

Why do I say that?

Take a look at this and you’ll see.

You see, we’re rogues and cheeky scamps, us financial newsletter publishers.

Our trade is to disrupt the status quo wherever possible. And to try help address the unfairness of the investment industry in general.

Hardly a day passes without an angry email from a financial adviser or stockbroker or real estate agent, lambasting us for this or that. And even from individual investors, who can’t seem to cope with the idea that we’re different from the mainstream.

So, I expect we’ll make a few more enemies with this: Greg Canavan’s Exclusive IPO Investor.

See, as a retail investor, you’re not supposed to get within cooey of deals like these.

You’re supposed to get pushed into the big, mainstream floats that everybody knows about. Yet it’s the smaller, lesser-known deals where you tend to get the biggest gains. The type of deals where the insiders keep them clutched tightly to their chests.

In essence: When it comes to the very best floats on the Australian market over the last few years, you may as well have taken the ‘public’ out of ‘initial public offering’.

They were very much ‘those-in-the-know-only’ opportunities. Says thinkprogress.org:

When companies issue an I.P.O., they partner with one or more “underwriters”often investment banksthat go out and find investors for the company. These underwriters get paid a fee from the company for their service. In the case of Alibaba, the fee totalled more than $200 million. But underwriters are also able to use that position to provide access to the I.P.O. to favoured clients, securing their business and generating more fees.

But from today onwards, we intend to address this unfairness.

It’s time to put the ‘P’ back into IPO

The goal of Greg Canavan’s Exclusive IPO Investor is to give you ‘special access’ to the very best future IPOs.

These will be deals you almost certainly won’t hear about anywhere else.

They are deals that could potentially net you not just hundreds, but THOUSANDS, of percent. Because you’re getting in at the sub-basement level.

We’re truly swinging from the rafters with this one. We’re aiming for nothing short of stocks like:

  • Youku.com: Special access to this IPO would have gotten you shares at $9–11. Shares quickly shot to $33.44 on day one. Within four months shares were worth $62.85. A 598% gain in four months.
  • Luen Wong Holdings Group: Those with special access to this civil engineering IPO made 1,438% on DAY ONE. By the end of last year shares were a blistering 6,715% above their special access price.
  • Qualcomm: If you’d bought 100 IPO shares in this tech company at the special access share price of $16, you would now own 3,000 shares allowing for stock splits and spinoff. Those 3,000 shares are now worth $60-a-piece. Meaning: You would have just turned a $1,600 investment into $180,000. An 11,150% gain.

Those are insane gains, I know. But I repeat: That’s what we’re going for.

And the crucial part is they are deals Greg can help you access…without you needing to be an investment banker, accredited investor or company insider.

And without you needing to plonk down millions of dollars.

Doesn’t that sound intriguing?

Look, when I say this launch makes today one of the most important days in our company’s history, it’s not dramatic showboating.

I’ll admit I can get shouty and hyperbolic when we launch a new service. But this is something truly special. See, if there’s one mantra we’ve always held true to at Port Phillip Publishing, it’s this…

In order to get better returns, you have to do things differently.

You need to refuse to accept the status quo.

As our founder Bill Bonner famously said:

Investing is, when you get down to the basement of it, a competitive undertaking. If you do what everyone else does, you will get the same returns as everyone else. In order to get better returns, you have to do things differently.

NOWHERE is this more the case than if you’re a go-it-alone investor looking to crack the IPO market.

You MUST do something different. Or you won’t just make average returns. You will lose your shirt.

The funny thing is, with IPOs and investing in general, most Australians like to line up around the block JUST to lose their shirts. As Bill Bonner continues:

What seems to doom the average investor is the same mushy quality that seems to be ruining the whole country. He will wait in line — without a word of protest — while guards frisk girl scouts and old ladies for dangerous weapons.

If the mob is large enough, he can’t wait to be a part of it and fears being isolated from it. And he will believe any line of guff — no matter how fantastic — as long as everyone else falls for it, too.

Dow 36,000? House prices always go up? Interest-only negative amortization mortgage?

A man who follows a newsletter guru has no guarantee of making money…but a man who follows the great mass of conventional wisdom is practically guaranteed that he will not.

This is what I’m driving at when I speculate that Greg Canavan’s Exclusive IPO Investor could well be the greatest game-changer; one that encapsulates the core goals of our business.

It aims to separate you from the ‘great masses’ that often get the ‘dregs’ when companies float on the ASX. And to get you into deals — at a great price — that will simply pass almost every other retail investor by.

Greg has been working quietly and diligently at establishing a network of contacts at the Australian IPO coalface. As you will see here, unless you have a few ‘moles’ in important positions, you may as well forget about it.

That’s your starting point. That’s when you’ll first get a sniff at things coming down the pipeline that can’t be found through a Google search.

But it doesn’t end there.

IPOs require almost superhuman due diligence.

Sometimes a company’s prospectus isn’t worth the paper it’s printed on.

Often, even if a business is primed for growth, the pricing still favours the seller more than the buyer. This is often the case in heated bull markets. This is where people have more money than common sense, and will stump up cash for any deal in the hope they can make a quick bull market-induced profit.

On the other hand, the pricing may look good, but that’s purely to try and get the deal done. For example, often, private equity may buy a distressed business and take it private. That is, it no longer trades on the stock exchange.

They spend a few years improving the business, cutting costs and selling underperforming assets. They then come back to the market with a new and improved version. The market is sceptical, so the deal is priced attractively to get investors interested.

In other words, you MUST have your wits about you…

Greg is aiming to get you into the most secretive, attractively-priced IPO deals over the next two years.

AND he’s aiming to actually GET YOU a share allocation. That’s actually the toughest part. Remember: You’re not supposed to get in at the same price as the insiders. You’re supposed to get the dregs.

NOT ANYMORE!

But that’s what’s so exciting about this new service. You get to hear about, and lock in, shares in exciting companies at the very earliest stage of their development. And they’re opportunities that very few retails investors will even know about, let alone be granted ‘special access’ shares in.

To learn all about Greg Canavan’s Exclusive IPO Investor, CLICK HERE.

Markets

Overnight, the Dow Jones Industrial Average closed up 74.51 points, or 0.36%.

The S&P 500 gained 5.97 points, or 0.25%.

In Europe, the Euro Stoxx 50 index fell 8.41 points, for a 0.23% drop. Meanwhile, the FTSE 100 gained 0.4%, and Germany’s DAX index fell 0.13%.

In Asian markets, Japan’s Nikkei 225 index is up 78.9 points, or 0.4%. China’s CSI 300 is also up 0.4%.

In Australia, the S&P/ASX 200 index is up 16.33 points, or 0.28%.

On the commodities markets, West Texas Intermediate crude oil is US$51.81 per barrel. Brent crude is US$54.43 per barrel.

Gold is trading for US$1,257.40 (AU$1,676.32) per troy ounce. Silver is US$17.19 (AU$22.93) per troy ounce.

The Aussie dollar is worth 75.01 US cents.

IPO support

Well, here’s some timely news from the Australian Financial Review:

The chief executive of the ASX says a rebound in Australia’s mining sector will give investors access to a larger number of smaller-value, tech-focused listings, as the exchange operator carves a niche for companies with a market capitalisation under $500 million.

What do you know?

It’s almost as though the AFR had Greg Canavan’s new IPO service in mind. As you’ll see if you go here.

Quoting ASX Ltd [ASX:ASX] boss Dominic Stevens, the AFR continues:

It’s worth noting that ASX and the Australian equity capital markets have a long history of serving the needs of smaller early-stage firms and acting like a venture capital provider.

It certainly does. That’s why we’re so excited about Greg’s latest premium investment advisory. If you haven’t already, do check it out. Go here.

Cheers,
Kris