[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@bk7gems](/creator/twitter/bk7gems) "🚨 $SIFY dropped XX% after its Oct XX 6-K. But heres what really happened: 🔹 Kotaks 1600 Cr debt will now auto-convert to SISL equity if IPO succeeds 🔹 Sify no longer obligated to buy it back (huge de-risking) 🔹 Governance & veto rights waived clearing the way for a clean IPO 🔹 IPO to raise 25B at a $3B valuation Sify keeps 6570% stake 🔹 At $XX ADR market still values Sify at XX% discount to just its stake in SISL 📈 This isnt dilution panic. Its a structural unlock. Post-listing upside to $30+ per ADR remains in play. #SIFY #IndiaIPO #ValueInvesting #Kotak #Datacenters" [X Link](https://x.com/bk7gems/status/1978503518274388327) [@bk7gems](/creator/x/bk7gems) 2025-10-15T16:49Z XX followers, 1028 engagements "🚨 $SIFY The Real Story Behind the Filings & Whats Next Sify Technologies (NASDAQ: SIFY) is finally entering its long-awaited value-unlocking phase. The October XX SEC 6-K and October XX DRHP for its data-center arm Sify Infinit Spaces Ltd. (SISL) set the foundation for a $X billion IPO in India and a potential re-rating for the ADR. The filings looked complex but theyre actually simple. The SEC 6-K converted Kotaks 1600 crore ($182 m) investment in SISL from debt to equity to trigger automatically once the IPO happens. It also removed Sifys old buy-back obligation on that debt erasing a" [X Link](https://x.com/bk7gems/status/1979196229830742233) [@bk7gems](/creator/x/bk7gems) 2025-10-17T14:42Z XX followers, XXX engagements "$SIFY The Sify ADR Value pick Sify Technologies (NASDAQ: $SIFY) is on the verge of a structural re-rating. The October XX SEC 6-K and October XX DRHP for its data-center arm Sify Infinit Spaces Ltd (SISL) mark the start of a clean well-funded Indian IPO that could value SISL near $X billion. The XX % ADR dip right after the filing wasnt about control or dilution it was a low-liquidity profit-taking move typical of thinly traded ADRs. Once the DRHP details hit the narrative flipped: the filings actually strengthen Sifys fundamentals. 💡 IPO Structure (as per DRHP) Total Issue: 3700 crore ($446" [X Link](https://x.com/bk7gems/status/1979199683160608880) [@bk7gems](/creator/x/bk7gems) 2025-10-17T14:55Z XX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@bk7gems
"🚨 $SIFY dropped XX% after its Oct XX 6-K. But heres what really happened: 🔹 Kotaks 1600 Cr debt will now auto-convert to SISL equity if IPO succeeds 🔹 Sify no longer obligated to buy it back (huge de-risking) 🔹 Governance & veto rights waived clearing the way for a clean IPO 🔹 IPO to raise 25B at a $3B valuation Sify keeps 6570% stake 🔹 At $XX ADR market still values Sify at XX% discount to just its stake in SISL 📈 This isnt dilution panic. Its a structural unlock. Post-listing upside to $30+ per ADR remains in play. #SIFY #IndiaIPO #ValueInvesting #Kotak #Datacenters"
X Link @bk7gems 2025-10-15T16:49Z XX followers, 1028 engagements
"🚨 $SIFY The Real Story Behind the Filings & Whats Next Sify Technologies (NASDAQ: SIFY) is finally entering its long-awaited value-unlocking phase. The October XX SEC 6-K and October XX DRHP for its data-center arm Sify Infinit Spaces Ltd. (SISL) set the foundation for a $X billion IPO in India and a potential re-rating for the ADR. The filings looked complex but theyre actually simple. The SEC 6-K converted Kotaks 1600 crore ($182 m) investment in SISL from debt to equity to trigger automatically once the IPO happens. It also removed Sifys old buy-back obligation on that debt erasing a"
X Link @bk7gems 2025-10-17T14:42Z XX followers, XXX engagements
"$SIFY The Sify ADR Value pick Sify Technologies (NASDAQ: $SIFY) is on the verge of a structural re-rating. The October XX SEC 6-K and October XX DRHP for its data-center arm Sify Infinit Spaces Ltd (SISL) mark the start of a clean well-funded Indian IPO that could value SISL near $X billion. The XX % ADR dip right after the filing wasnt about control or dilution it was a low-liquidity profit-taking move typical of thinly traded ADRs. Once the DRHP details hit the narrative flipped: the filings actually strengthen Sifys fundamentals. 💡 IPO Structure (as per DRHP) Total Issue: 3700 crore ($446"
X Link @bk7gems 2025-10-17T14:55Z XX followers, XXX engagements
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