Buyer demand keeps pace
Buyer demand lags
Listing
Early tranche
180-day expiry
Founder unlock
Back to listing
How a 5% float and forced index inclusion build an unanchored price, and what the lock-up schedule unwinds
Listing
float ≈5%
Early
tranche
first release
180-day
expiry
lock-up expires
Founder
unlock
≈42% stake
lock-up calendar — each gate widens the tradable float
Index funds
forced to buy
inclusion =
mandate to buy
Retail demand
broad, urgent
full share base (largely locked)
float ≈5% at listing
tradable float
locked shares
market
IPO pop
unanchored premium
analyst SOTP
fair value range
price
market far above anchor
demand vs float
Premium holds
demand keeps pace
De-rates
toward fair value
Step each lock-up gate, set buyer demand, watch the price pin resolve against the SOTP band