Back

Latest Forum Topics / Olam Group    Last:1.28    -0.02

Post Reply

Olaim Group Financial Results Post Reply Rate topic
alexvar Senior	24-Feb-2025 06:50        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Olam sold 44% to be completed in Q4 2025, and we will have to wait 3 more years to sell the remaining 20% stake in Olam Agri?
Useful To Me  Not Useful To Me
HVRRVH Elite	24-Feb-2025 06:35        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/FileOpen/24Feb2025_News%20Release_Proposed%20Sale%20of%20Shares%20in%20Olam%20Agri%20Holdings.ashx?App=Announcement& FileID=833947 It' s happening now. Sale price is 23% higher than current OLAM' s entire market cap! Let' s see how the market react.
Useful To Me  Not Useful To Me
rayokc Senior	17-Feb-2025 17:26        rayokc About Contact  Quote this Post!
x 0   x 0  Alert Admin	steady. ramping up...
Useful To Me  Not Useful To Me
superstartup Supreme	13-Feb-2025 12:20        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Just now one mouth over 400 lots eaten up at 116
Useful To Me  Not Useful To Me
FOREVERFREEDOM Veteran	12-Feb-2025 16:37        FOREVERFREEDOM About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today 12 Feb, still no news on the deal signing. 3-month times passed, deal close or not?
Useful To Me  Not Useful To Me
superstartup Supreme	10-Feb-2025 16:50        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	today 114 Not sure distribution or accumulation Unable to assess superstartup      ( Date: 10-Feb-2025 09:33) Posted: Wow. Still no announcement. Cannot be right? The expected deal signing was reported by Wall Street Journal.
Useful To Me  Not Useful To Me
FOREVERFREEDOM Veteran	10-Feb-2025 10:10        FOREVERFREEDOM About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wall Street Journal maybe wrong information collected > < hahaha  superstartup      ( Date: 10-Feb-2025 09:33) Posted: Wow. Still no announcement. Cannot be right? The expected deal signing was reported by Wall Street Journal.
Useful To Me  Not Useful To Me
superstartup Supreme	10-Feb-2025 09:33        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Wow. Still no announcement. Cannot be right? The expected deal signing was reported by Wall Street Journal.
Useful To Me  Not Useful To Me
superstartup Supreme	07-Feb-2025 16:53        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Added more Olam Hopefully the news on the deal coming soon. superstartup      ( Date: 23-Jan-2025 10:12) Posted: please do your own DD If the deal go thru' as reported at USD 4B, Olam will get SGD 3.5B for its 64.6% stake. This is for the Equity Stake (unlike Wee Hur confusing statements and numbers). That will be equivalent to 92 sgd cent per Olam Share. (Hopefully it is fully in cash like the 1st partial stake sale) Implying market now valuing Olam 2nd key segment Ofi at around 20 sgd cent per Olam share. Worthwhile to note that Olam Ofi EBIT is comparable to that of Olam Agri.  Just sharing. There will be better clarity once the deal go thru' , and the pro-forma financial details (including de-consolidation of financial statements) are released.    please perform your own DD superstartup      ( Date: 22-Jan-2025 16:35) Posted: Based on the 2022 transaction details, the transaction figure is for the Equity Stake (see olam PR, where it mentioned USD $3.5B is Equity Valuation). Olam sold 35.4% then for USD 1.24B Recent report: 100% stake = USD 4B  Olam remaining stake is 64.6% = USD 2.584B = SGD 3.5B  Hopefully with this sale, overall leverage is lowered further, culminating to a de-leveraging re-rating  Please perform your own DD
Useful To Me  Not Useful To Me
popby88 Member	05-Feb-2025 14:39        popby88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	A value trap is a stock that appears to be undervalued based on traditional valuation metrics (such as low P/E, P/B, or high dividend yield) but is actually a poor investment because its business fundamentals are deteriorating. Investors who buy these stocks expecting a rebound may end up trapped as the stock continues to underperform. How Value Traps Occur 1. Structural Decline  2. Weak Business Model 3. Earnings Decline  4. High Debt 5. Poor Management popby88      ( Date: 04-Feb-2025 23:37) Posted: Olam is not obliged to return any capitals after Olam Agri is sold to Salic. To make matters worse we would only get a return of 10-20 cents cash per share and lose the entire Olam Agri. Olam could have a huge discount (i.e 60- 70%) to their NTA just like what we find in many property counters. The senior management is setting up a value trap game for investors.
Useful To Me  Not Useful To Me
popby88 Member	04-Feb-2025 23:37        popby88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Olam is not obliged to return any capitals after Olam Agri is sold to Salic. To make matters worse we would only get a return of 10-20 cents cash per share and lose the entire Olam Agri. Olam could have a huge discount (i.e 60- 70%) to their NTA just like what we find in many property counters. The senior management is setting up a value trap game for investors.
Useful To Me  Not Useful To Me
FOREVERFREEDOM Veteran	04-Feb-2025 15:32        FOREVERFREEDOM About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reverse back to 1.13-1.14, what is playing behind the scene?  rayokc      ( Date: 31-Jan-2025 17:10) Posted: on the way to 1.20++...
Useful To Me  Not Useful To Me
rayokc Senior	31-Jan-2025 17:10        rayokc About Contact  Quote this Post!
x 0   x 0  Alert Admin	on the way to 1.20++...
Useful To Me  Not Useful To Me
superstartup Supreme	31-Jan-2025 16:07        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	One mouth 116 gone
Useful To Me  Not Useful To Me
superstartup Supreme	31-Jan-2025 13:17        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Good to crawl up to above 120 before the sale announcement. That would be very nice.
Useful To Me  Not Useful To Me
superstartup Supreme	31-Jan-2025 09:17        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Just now quick buy up to 117 / 118. So desperate ? (got news ?)   superstartup      ( Date: 27-Jan-2025 14:03) Posted: End of the month liao. Wall Street Journal said announcement end of Jan or early Feb.
Useful To Me  Not Useful To Me
rayokc Senior	28-Jan-2025 11:19        rayokc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bet for attractive dividence ahead...
Useful To Me  Not Useful To Me
popby88 Member	27-Jan-2025 18:03        popby88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Generally, the market already factors in Olam Agri stakes sales to Salic. Not hopeful for The Management to return sizable CASH portion to their shareholders. If shareholders are getting very minimal return from the Olam Agri stakes sales and most cash will be retained by The Company to pay their top executives. Therefore, Olam&rsquo s share price can only be traded at this level S$1.12 to S$1.20. DON&rsquo T EXPECT BIG ANGBAO FROM THE COMPANY.
Useful To Me  Not Useful To Me
superstartup Supreme	27-Jan-2025 14:03        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	End of the month liao. Wall Street Journal said announcement end of Jan or early Feb.
Useful To Me  Not Useful To Me
superstartup Supreme	23-Jan-2025 10:12        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 1   x 0  Alert Admin	please do your own DD If the deal go thru' as reported at USD 4B, Olam will get SGD 3.5B for its 64.6% stake. This is for the Equity Stake (unlike Wee Hur confusing statements and numbers). That will be equivalent to 92 sgd cent per Olam Share. (Hopefully it is fully in cash like the 1st partial stake sale) Implying market now valuing Olam 2nd key segment Ofi at around 20 sgd cent per Olam share. Worthwhile to note that Olam Ofi EBIT is comparable to that of Olam Agri.  Just sharing. There will be better clarity once the deal go thru' , and the pro-forma financial details (including de-consolidation of financial statements) are released.    please perform your own DD superstartup      ( Date: 22-Jan-2025 16:35) Posted: Based on the 2022 transaction details, the transaction figure is for the Equity Stake (see olam PR, where it mentioned USD $3.5B is Equity Valuation). Olam sold 35.4% then for USD 1.24B Recent report: 100% stake = USD 4B  Olam remaining stake is 64.6% = USD 2.584B = SGD 3.5B  Hopefully with this sale, overall leverage is lowered further, culminating to a de-leveraging re-rating  Please perform your own DD superstartup      ( Date: 22-Jan-2025 12:51) Posted: Did a detailed read up on the USD 3.5B dollar number quoted for the 2022 partial stake disposal. This USD 3.5B dollar number is for the Full Equity Stake for the subject biz unit (i.e. already less off all Debts / Liabilities at the biz unit level). Now Saudi chaps wanna buy all the remaining stake, number quoted this time round is USD 4B. [At least Olam quite clear in their 2022 Press Release, unlike Wee Hur confusing, misleading Press Release]. Just sharing only. (Out now, will dissect the numbers further.)
Useful To Me  Not Useful To Me

                                                         First   < Newer   581-600 of 1525   Older>   Last