Broker BCS is planning to launch an IPO of Telegram
A presentation prepared by BCS Broker about the IPO (initial public offering) of #Telegram leaked on the net and contains information about the possible placement of Telegram shares on the stock exchange. The presentation is intended for qualified investors, as the laws of the Russian Federation restrict other #investors from dealing with assets of unfriendly countries.
The presentation looks believable and relevant based on the information available. Let’s break down the main content of the presentation:
- Much of the information in the presentation is based on public posts and publicly available analytics. There is nothing new in terms of audience, available slots in app shops, or features launched. The presentation does not contain any new figures, except for financials. However, there have been earlier reports about Telegram’s plans to hold an IPO.
- There are mentions of three new areas of monetisation in the presentation:
- Advertising in #Stories — no implementation dates are known yet, but Telegram promises its appearance. In the near future, ads in stories should not be expected for Telegram users in Russia and several other countries.
- 2. Premium features for teams — the creation of a corporate Telegram has long been announced, but no immediate plans have been outlined. According to the brief description from the presentation, it is expected to expand the ability to share folders and #workspaces, as well as increase storage capacity. This may be useful for small and medium-sized companies, but not so attractive for larger segments where integration with organisations’ contact book and administration functions are required.
- 3. #Fintech — Telegram is planning to enter the P2P transfer sector in its largest market — India. This is an interesting area as WhatsApp has been successfully doing such transfers in India for a long time now. Telegram intends to develop this area, however, it is important to consider its fintech ambitions in conjunction with Telegram’s already integrated @wallet_tg, which has also long supported accepting payments in rupees.
The presentation also mentions a plan to place advertising posts “in every ten non-advertising posts.” This means that Telegram intends to show adverts more often than it currently does.
Regarding the future of Telegram and its IPO, which is planned by Broker BKS, this may lead to an increase in the company’s financial capacity. The IPO will allow Telegram to attract #substantial investment to develop its products and services. However, there may also be new challenges in keeping shareholders’ interests in mind and maintaining the innovative messenger features that users are already used to using. The reaction of users may be diverse — some may remain indifferent, others may be anxious because of possible deterioration of the terms of use of the service.
Regarding $TON (Telegram Open Network), business development may help to develop and attract new users to the #ecosystem. However, the exact implications and impact on TON will depend on the financial success of Telegram and the strategies defined after the IPO.
Go to the presentation (RU): http://t.me/WutmuTon/34
Sources: WutMu, Digital Review.
