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Olaim Group Financial Results Post Reply Rate topic
alexvar Senior	07-May-2026 14:13        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	ah darn, that' s too bad! ideally want for it to fly to $2.5
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JurongW Elite	07-May-2026 13:40        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Olam overbought, perhaps time to consolidate between 1.11 and 1.23 before the next leg up.
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alexvar Senior	07-May-2026 13:24        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Olaim is getting tired? I don' t think it can break through #1.30 unless a special dividend announcement or new analyst upgrades ?
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Boatman Master	07-May-2026 10:12        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	time to charge everyday up 0.02
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tonytony Veteran	06-May-2026 19:04        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly ! The recent appreciation in price is too negligible. Just a piece of cake . Alignment      ( Date: 06-May-2026 12:37) Posted: Even now with the recent move in share price, it is only back at the level in Sep 2023 before the Nigeria rumours were spread, which Olam fully rebutted. But because of weak management credibility the share price never recovered even when it was obvious the news was fake.    Only now when Olam Agri which was the focus of the allegations has actually been sold has the share price come back to those levels. I guess one can see it as the market finally accepting there was nothing in the rumours. But we are so much further down the line now of crystallising the sum of parts value. In that context the recent share price move is nothing.
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Boatman Master	06-May-2026 13:40        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bb lunch done please chiong
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Boatman Master	06-May-2026 13:28        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gogogo
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Alignment Elite	06-May-2026 12:37        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Even now with the recent move in share price, it is only back at the level in Sep 2023 before the Nigeria rumours were spread, which Olam fully rebutted. But because of weak management credibility the share price never recovered even when it was obvious the news was fake.    Only now when Olam Agri which was the focus of the allegations has actually been sold has the share price come back to those levels. I guess one can see it as the market finally accepting there was nothing in the rumours. But we are so much further down the line now of crystallising the sum of parts value. In that context the recent share price move is nothing.
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alanchee Senior	06-May-2026 12:19        alanchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	No, paiseh a bit premature at the moment. Next review is in June and as of now, Olam mkt cap is ahead of FLCT and the 5 reserve. Any price changes to these stock and others will affect the review. Can't type much cos using mobile and sometimes post doesn't appear eddyeddy      ( Date: 06-May-2026 10:40) Posted: Is this officially announced ? alanchee      ( Date: 06-May-2026 09:24) Posted: Olam will replace FLCT to become STI stock next month as its current market capitalisation has surpassed FLCT.
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Tracer63 Elite	06-May-2026 11:58        Tracer63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Olam gonna cheong big soon
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alexvar Senior	06-May-2026 11:19        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	FTSE Russel Straits Times Index (STI) quarterly review -  the next review will take place in June 2026.   alanchee      ( Date: 06-May-2026 09:24) Posted: Olam will replace FLCT to become STI stock next month as its current market capitalisation has surpassed FLCT.
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Boatman Master	06-May-2026 11:18        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gogogogo olam
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eddyeddy Master	06-May-2026 10:40        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Is this officially announced ? alanchee      ( Date: 06-May-2026 09:24) Posted: Olam will replace FLCT to become STI stock next month as its current market capitalisation has surpassed FLCT.
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alanchee Senior	06-May-2026 09:24        alanchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Olam will replace FLCT to become STI stock next month as its current market capitalisation has surpassed FLCT.
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Boatman Master	06-May-2026 09:03        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gogo 1.3
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belugacat Member	06-May-2026 08:59        belugacat About Contact  Quote this Post!
x 0   x 0  Alert Admin	if that was so, then what' s the point of the share moving up the last few days?
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Zhlim123 Member	06-May-2026 02:32        Zhlim123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	sorry, but wouldnt most of the proceeds be used to pay off the huge outstanding debt within the firm itself alexvar      ( Date: 05-May-2026 14:08) Posted: Olaim is back to ~$1.20. Maybe it can claim $1.30 when the special dividend distribution news come from the ROG asset disposals and monetization.
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alexvar Senior	05-May-2026 14:08        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Olaim is back to ~$1.20. Maybe it can claim $1.30 when the special dividend distribution news come from the ROG asset disposals and monetization.
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eddyeddy Master	05-May-2026 13:15        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Spot on ! Thanks Alignment      ( Date: 05-May-2026 10:10) Posted: The analysis recently disclosed by the banks in reaching their price targets appears somewhat high level. In the interests of transparency I detail how I arrive at my $2.6 valuation. I have the enterprise value of Olam at approximately S$16.3bn, based off a value for OFI of S$10.2bn (9.25x EV/EBIT of S$1.1bn), the combined values of Olam&rsquo s stakes in Olam Agri, ARISE, Terrascope and Outspan of S$3.65bn and other OGH of S$2.5bn. Then, looking at net current assets of S$4.2bn which I see as effectively the current positive working capital position of OFI, I make the assumption that when OFI is eventually sold at my posited S$9.9bn it will be sold with a positive working capital position of half this amount i.e. S$2.1bn, which means that the remaining S$2.1bn is net cash. So, S$16.3bn enterprise value plus S$2.1bn net cash, and then subtracting long term liabilities (S$7.75bn), the perpetuals (S$0.6bn) and the minority interest (S$165m), gives you an equity value of S$9.9bn. Dividing by the 3.79bn shares outstanding gets you to S$2.62 a share. Feel free to amend the assumptions to get a different price. Personally, I feel my assumption of S$2.1bn positive working capital is conservative. I see no reason why OFI could not run as a negative working capital company (if someone has an informed view then please comment on this). Running it at, say, zero working capital would release another S$2.1bn cash which would take the value to over S$3.15 a share. But let&rsquo s call it S$2.6 to be safe. Alignment      ( Date: 24-Apr-2026 10:59) Posted: I' ve redone my analysis based on the latest accounts. I actually end up only slightly higher, at around S$2.60 a share. Some sensitivities around that, based on the following assumptions: 1) OFI valued at an enterprise value of 11x EBIT 2) OGH valued at an EV of invested capital 3) Half of the net current assets is actual net cash value, with the other half necessary positive working capital for OFI to function Based on the followin
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Joelton Supreme	05-May-2026 10:20        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hussaini Saifee of Maybank Securities initiates coverage on Olam with ' buy' call and $1.60 target price Hussaini Saifee of Maybank Securities has initiated coverage on Olam International with a " buy" call and $1.60 target price, on the premise that the agri-food company is " one of the most compelling restructuring and management reset stories within the Temasek portfolio." " Olam is moving from a complex agri conglomerate towards a much cleaner, scaled global ingredients platform, Olam Food Ingredients (ofi), while potentially unlocking more than $5 billion of capital along the way," flags Saifee in his May 4 report. Around $4 billion in value realisation has been announced: $3.4 billion from sale of Olam Agri, and another $0.7 billion or so from other divestments including its IT services unit Mindsprint. If fully distributed as a special dividend, Saifee figures that Olam shareholders will enjoy a yield of 18%. ofi, following the restructuring, should remain Olam' s core business with around $1.1 billion in ebit but yet is valued by the market at only 2.0&ndash 2.5x EV/EBIT, versus 8&ndash 15x for global peers, which looks closer to distressed pricing than a fair value, says Saifee. " Olam is becoming leaner, simpler and more cash-return focused. Temasek portfolio precedents suggest strategic restructuring can unlock value and drive rerating," says Saifee. Olam shares as at 11.26 am, gained 10.78% to trade at $1.13. It is up 18.95% year to date.
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