
据知情人士透露,澳大利亚数据中心公司Firmus Grid Ltd.已结束了其举步维艰的首次公开募股(IPO)簿记建档工作,因为投资者越来越担心该交易可能会被取消。
Australian data center company Firmus Grid Ltd. has closed the books on its struggling initial public offering as investors grew increasingly concerned that the deal could be pulled, according to people familiar with the information.
这些不愿透露姓名的知情人士称,簿记建档工作于澳大利亚时间周四上午按计划结束,但未明确显示定价或交易结构。Firmus的代表未立即置评。
The bookbuilding closed as scheduled Thursday morning in Australia, without clear indication of the price or the deal structure, said the people, who asked not to be identified because the deal is private.
这家由英伟达公司(Nvidia Corp.)支持的企业旨在筹集55亿美元资金(包括超额配售选择权),这将是澳大利亚有史以来规模最大的IPO之一。据称,簿记建档过程在有关该公司未能获得对向潜在投资者推销的每股11澳元定价足够支持的报道中结束。该定价意味着估值为437亿澳元(304亿美元)。
A representative for Firmus didn’t immediately comment. The Nvidia Corp.-backed firm was looking to raise $5.5 billion, including a greenshoe option, in one of Australia’s largest-ever IPOs. The bookbuilding process closed amid reports the company had not attracted adequate support for the A$11 share price marketed to potential investors. That pricing implied a valuation of A$43.7 billion ($30.4 billion).
据知情人士透露,由于早期迹象显示投资者认购量远超发行规模,簿记建档结束时间已从周五提前至周四。
The close of the bookbuilding process was moved up to Thursday from Friday after early indications from investors well in excess of the offer size, people familiar with the matter have said.
但据知情人士透露,一些潜在投资者变得更加谨慎,他们担心现有股东可能在公司上市后不久就大量抛售股票。他们说,这种潜在抛压加剧了部分投资者对该公司激进定价策略的担忧。
But some potential investors turned more cautious as they worry about existing shareholders potentially flooding the market soon after the company’s debut, people familiar with the matter have said. The overhang added to concerns over what some investors see as an aggressive pricing strategy, they said.
Ten Cap Investment联合创始人兼首席投资组合经理刘俊贝(Jun Bei Liu)在彭博电视台表示:“我从未见过如此两极分化的IPO。虽然有很多国际投资者的兴趣,但到了关键时刻,当被要求提供所需资金时,需求似乎并不存在。”作为担忧加剧的一个迹象,Firmus的支持者Maas Group Holdings Ltd.在悉尼的股价一度下跌多达30%,创下历史最大跌幅。
“I’ve never seen an IPO so polarizing,” Jun Bei Liu, co-founder and lead portfolio manager at Ten Cap Investment, said on Bloomberg TV. “There was a lot of international investor interest, however, when it comes to the crunch, the demand seems like it isn’t there when they were asked to put up the capital that’s required.”In a sign of the mounting concern, shares of Firmus backer Maas Group Holdings Ltd. fell as much of 30% in Sydney, the most on record.
Firmus 最初于 2019 年在澳大利亚开展比特币挖矿业务,并受益于亚洲地区对人工智能基础设施需求的激增,目前在澳大利亚和新加坡还有一系列数据中心项目正在推进中。
Firmus began as a Bitcoin mining operation in Australia in 2019 and has benefited from surging demand for AI infrastructure across Asia, with a pipeline of data center projects in Australia and Singapore.
此次上市所得资金将用于为其与 DayOne Data Centers Ltd. 合作开发的印度尼西亚巴淡岛首个数据中心项目采购图形处理器,该项目也是其与 Nvidia 为期八年合作的一部分。
Proceeds from the listing would fund purchases of graphics processing units for its first data center project in Batam, Indonesia, being developed with DayOne Data Centers Ltd., as part of an eight-year partnership with Nvidia.
美国银行、摩根大通、摩根士丹利和摩根金融有限公司将共同担任此次上市的联席牵头管理人。
Bank of America Corp., JPMorgan Chase & Co., Morgan Stanley and Morgans Financial Ltd. are acting as joint lead managers on the listing.