Back

Latest Forum Topics / Olam Intl

Post Reply

OLAM_OLAM Post Reply Rate topic
Ray12888 Veteran	16-Nov-2015 22:55        Ray12888 About Contact  Quote this Post! Style: Technical   Mood: Yells: "MoneyInTheChart com / blog"
x 0   x 0  Alert Admin	But the share price still down so much in the past 2 days.
Useful To Me  Not Useful To Me
FATABA Supreme	16-Nov-2015 22:15        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	This input below may be one good reason why Mitsu pays so much more.....for those with a longer term view..... Significant medium term upside on successful execution. While we are cautious near term, there is significant upside to Olam&rsquo s earnings over the medium term if Olam successfully executes on its plans. Currently, Olam has S$3.2bn worth of immature assets which on maturity could generate an additional c.S$380m of EBITDA. In addition, a successful integration of ADM Cocoa should deliver US35-40m worth of synergies. This is on top of any incremental earnings from new investment opportunities Olam has with its new partner, Mitsubishi Corporation, which recently took a 20% interest in the group. All these factors may enable Olam&rsquo s share price to re-rate closer to S$2.23 and S$2.75, price levels at which Temasek and Mitsubishi acquired their most recent equity interests in Olam.
Useful To Me  Not Useful To Me
sun233 Elite	13-Nov-2015 20:01        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup you are right. We will be in for a rough ride with this interest rate fiasco that is coming. Feels like 2008/2009 to me. Wonder if we will get a X' mas rally. All the best bro. Good weekend. FATABA      ( Date: 13-Nov-2015 08:39) Posted: Global commodity prices weak .....plus the investment in ADM and buy back of its loan. Guess have to hold till 2016 for the clear blue sky and Mitsu contributions. sun233      ( Date: 13-Nov-2015 08:24) Posted: Results out ............Damn,......... guess have to pick up more whenever it dips.
Useful To Me  Not Useful To Me
Octavia Supreme	13-Nov-2015 09:45        Octavia About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	3Q15 results missed estimates on core net profit of $34.2m (+6.2% y/y) and revenue of $4.47b (+4%), driven by elevated prices of almonds and cashews, but partially mitigated by lower contribution from volumes in industrial raw materials (fertiliser trading, cotton, wood). EBITDA margin fell to 4.4% (-0.7ppt), while headline net profit fell to $31m (-30%) on an absence of net exception gain of $12.1m.
Useful To Me  Not Useful To Me
FATABA Supreme	13-Nov-2015 08:39        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Global commodity prices weak .....plus the investment in ADM and buy back of its loan. Guess have to hold till 2016 for the clear blue sky and Mitsu contributions. sun233      ( Date: 13-Nov-2015 08:24) Posted: Results out ............Damn,......... guess have to pick up more whenever it dips.
Useful To Me  Not Useful To Me
sun233 Elite	13-Nov-2015 08:24        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Results out ............Damn,......... guess have to pick up more whenever it dips.
Useful To Me  Not Useful To Me
sun233 Elite	26-Oct-2015 12:18        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Two triple digit gains on the Dow but this is stuck and being pushed down. Earnings out on 13 Nov BEFORE market open.
Useful To Me  Not Useful To Me
sun233 Elite	23-Oct-2015 14:18        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wish Temasek or Olam will do something about this stock being manipulated. It seems it is a game of who can sit it out the longest!! Not like there is any Subaru at stake!! Hopefully once earnings are out this sideways trading end.
Useful To Me  Not Useful To Me
sun233 Elite	20-Oct-2015 19:32        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for clarity. Good day to you too. FATABA      ( Date: 20-Oct-2015 17:16) Posted: Mit contribution wld not come in so quickly for this quarter.  If I am  not wrong its more for the recent agreement where Jpan will open more , so Mit contributions to Olam will be seen more in next few years/ However, I wld not be surprise that their recent USA peanut addition will generate more then peanuts for their Q earnings. Shld be a reasonable earning. ( dont expect much surprise too) Have a nice evening.   sun233      ( Date: 20-Oct-2015 17:08) Posted: Totally agree. I know there is no chance of taking it private. i don' t think big players will unload. That is set in stone at least for the next 2-3 years. The rest of the pie is too small. Just wishful thinking and collecting dividends. What do you think about comings earnings? With sale to Mit their books are looking good right?
Useful To Me  Not Useful To Me
FATABA Supreme	20-Oct-2015 17:16        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Mit contribution wld not come in so quickly for this quarter.  If I am  not wrong its more for the recent agreement where Jpan will open more , so Mit contributions to Olam will be seen more in next few years/ However, I wld not be surprise that their recent USA peanut addition will generate more then peanuts for their Q earnings. Shld be a reasonable earning. ( dont expect much surprise too) Have a nice evening.   sun233      ( Date: 20-Oct-2015 17:08) Posted: Totally agree. I know there is no chance of taking it private. i don' t think big players will unload. That is set in stone at least for the next 2-3 years. The rest of the pie is too small. Just wishful thinking and collecting dividends. What do you think about comings earnings? With sale to Mit their books are looking good right? FATABA      ( Date: 20-Oct-2015 15:00) Posted: There are 2 possibilities... 1. Of course its to buy out the smaller players and take this private. ( which I dont think so at this moment or the nex 2/3 years) If they wan to take it private, they could have done it when selling off to Mit ( it is the best timing and certainly Temasek can afford it ) 2. On the other hand, commodties are at rock bottom now and we all knw that globally there is a lack of consume commodity etc. This is a strong growth area ( with India and CHina coming back in the nex few years) ...and OLAM will certainly benefit. Having a major share of this counter ( Temasek and others) ....they can and cld then take their time to unload partial and more for huge profit. ( as Olam is certainly going to worth more then their low cost paid) In the mean time, they can collect their investment dividends. Just my view.
Useful To Me  Not Useful To Me
sun233 Elite	20-Oct-2015 17:08        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Totally agree. I know there is no chance of taking it private. i don' t think big players will unload. That is set in stone at least for the next 2-3 years. The rest of the pie is too small. Just wishful thinking and collecting dividends. What do you think about comings earnings? With sale to Mit their books are looking good right? FATABA      ( Date: 20-Oct-2015 15:00) Posted: There are 2 possibilities... 1. Of course its to buy out the smaller players and take this private. ( which I dont think so at this moment or the nex 2/3 years) If they wan to take it private, they could have done it when selling off to Mit ( it is the best timing and certainly Temasek can afford it ) 2. On the other hand, commodties are at rock bottom now and we all knw that globally there is a lack of consume commodity etc. This is a strong growth area ( with India and CHina coming back in the nex few years) ...and OLAM will certainly benefit. Having a major share of this counter ( Temasek and others) ....they can and cld then take their time to unload partial and more for huge profit. ( as Olam is certainly going to worth more then their low cost paid) In the mean time, they can collect their investment dividends. Just my view. sun233      ( Date: 20-Oct-2015 13:53) Posted: All the more reason to buy out us small players. Don' t you think so? I agree that big boys are pushing price down to accumulate. Movements highly suspect!! This stock is in my core holding for long term. Unless the world stops eating no point selling.I believe earnings should be good since they sold to Mit. Balance should look good on paper. I hope they pay a good dividend this time round. Cheers and all the best.
Useful To Me  Not Useful To Me
FATABA Supreme	20-Oct-2015 15:00        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	There are 2 possibilities... 1. Of course its to buy out the smaller players and take this private. ( which I dont think so at this moment or the nex 2/3 years) If they wan to take it private, they could have done it when selling off to Mit ( it is the best timing and certainly Temasek can afford it ) 2. On the other hand, commodties are at rock bottom now and we all knw that globally there is a lack of consume commodity etc. This is a strong growth area ( with India and CHina coming back in the nex few years) ...and OLAM will certainly benefit. Having a major share of this counter ( Temasek and others) ....they can and cld then take their time to unload partial and more for huge profit. ( as Olam is certainly going to worth more then their low cost paid) In the mean time, they can collect their investment dividends. Just my view. sun233      ( Date: 20-Oct-2015 13:53) Posted: All the more reason to buy out us small players. Don' t you think so? I agree that big boys are pushing price down to accumulate. Movements highly suspect!! This stock is in my core holding for long term. Unless the world stops eating no point selling.I believe earnings should be good since they sold to Mit. Balance should look good on paper. I hope they pay a good dividend this time round. Cheers and all the best. FATABA      ( Date: 20-Oct-2015 12:41) Posted: Scrip free float is low for OLAM  ( temasek 51% Mit 20% ...and if you add other major shareholders....) I guess at most 20% of its scrips are in the public hands. This counter is easy to have a big movement once there is some news. Anyway look forward to its result.
Useful To Me  Not Useful To Me
sun233 Elite	20-Oct-2015 13:53        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	All the more reason to buy out us small players. Don' t you think so? I agree that big boys are pushing price down to accumulate. Movements highly suspect!! This stock is in my core holding for long term. Unless the world stops eating no point selling.I believe earnings should be good since they sold to Mit. Balance should look good on paper. I hope they pay a good dividend this time round. Cheers and all the best. FATABA      ( Date: 20-Oct-2015 12:41) Posted: Scrip free float is low for OLAM  ( temasek 51% Mit 20% ...and if you add other major shareholders....) I guess at most 20% of its scrips are in the public hands. This counter is easy to have a big movement once there is some news. Anyway look forward to its result. flytony66      ( Date: 20-Oct-2015 12:34) Posted: so low volume ..want to buy cheap also not easy. big boys just playing with  themselves.
Useful To Me  Not Useful To Me
FATABA Supreme	20-Oct-2015 12:41        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Scrip free float is low for OLAM  ( temasek 51% Mit 20% ...and if you add other major shareholders....) I guess at most 20% of its scrips are in the public hands. This counter is easy to have a big movement once there is some news. Anyway look forward to its result. flytony66      ( Date: 20-Oct-2015 12:34) Posted: so low volume ..want to buy cheap also not easy. big boys just playing with  themselves.     sun233      ( Date: 19-Oct-2015 14:49) Posted: Today extremely low. Just wish they will buy me out. Not asking for much. Will let go at 2.75. LOL
Useful To Me  Not Useful To Me
flytony66 Member	20-Oct-2015 12:34        flytony66 About Contact  Quote this Post!
x 0   x 0  Alert Admin	so low volume ..want to buy cheap also not easy. big boys just playing with  themselves.     sun233      ( Date: 19-Oct-2015 14:49) Posted: Today extremely low. Just wish they will buy me out. Not asking for much. Will let go at 2.75. LOL flytony66      ( Date: 19-Oct-2015 12:45) Posted: very  low vol traded daily..  very fishy Big boys in full  control.
Useful To Me  Not Useful To Me
sun233 Elite	19-Oct-2015 14:49        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today extremely low. Just wish they will buy me out. Not asking for much. Will let go at 2.75. LOL flytony66      ( Date: 19-Oct-2015 12:45) Posted: very  low vol traded daily..  very fishy Big boys in full  control.
Useful To Me  Not Useful To Me
flytony66 Member	19-Oct-2015 12:45        flytony66 About Contact  Quote this Post!
x 0   x 1  Alert Admin	very  low vol traded daily..  very fishy Big boys in full  control.
Useful To Me  Not Useful To Me
sun233 Elite	18-Oct-2015 16:56        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Transaction to achieve between US$180.0 million and US$200.0 million in EBITDA in 2018 The acquisition of ADM Cocoa is expected to be earnings, returns and cash flow accretive in first full year of consolidation. Olam expects the acquired business to generate an EBITDA of between US$180.0 and US$200.0 million including synergies at steady-state in 2018. This represents a 20-22% growth over the results for the year ended June 30, 2014. The return from the transaction based on EBITDA on average invested capital is expected to be within Olam&rsquo s target midstream value chain returns of 13-16% in 2018.   We small players are at the mercy of the big boys who will depress price to buy up. The key here is to hold out till they buy us out.
Useful To Me  Not Useful To Me
sun233 Elite	18-Oct-2015 16:51        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Singapore, October 17, 2015 &ndash Olam International Limited (&ldquo Olam&rsquo &rsquo ), a leading agri-business operating across the value chain in 65 countries, is pleased to announce that the acquisition of ADM&rsquo s worldwide cocoa business, previously announced on December 16, 2014, was successfully completed on Friday, October 16, 2015 at an enterprise value on a cash free and debt free basis of US$1,204.0 million.
Useful To Me  Not Useful To Me
sun233 Elite	09-Oct-2015 16:42        sun233 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agree. This seems to me that   the big boys   are buying up small players. I' m holding on tight to my shares. Already announced next earnings and dividend   date (13 Nov) so just have to sit tight. Great weekend to you FATABA      ( Date: 09-Oct-2015 14:51) Posted: Interesting ...I share the same feeling . Noble and Wilmar have both moves up for the past few days.... This Olam is maintain aro 1.995/2.01 ...2.02/2.03 wall is big but dont move This accumulation is at aro 2/2.01 .....nver know, cld be Mit buying more in the open market . sun233      ( Date: 09-Oct-2015 14:44) Posted: Do you get the feeling that someone is accumulating from 1.995 - 2.01.That wall there at 2.01 seems to be fake to me........
Useful To Me  Not Useful To Me

                                                         First   < Newer   1281-1300 of 2907   Older>   Last