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Olam Group
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Serial system is stirring again
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alexvar
Senior |
05-Jan-2026 13:43
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with Olam Agri sale, CEO Sunny and CFO Mutu will be gone. A new team would be coming in. As the largest owner, Temasek Co will guide the ship for more profits & higher shareholder returns. dydd.
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Jiyaji
Senior |
05-Jan-2026 13:22
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Don' t understand. Please elaborate. Thanks.
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eddyeddy
Master |
05-Jan-2026 13:16
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You talked to your clone
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Jiyaji
Senior |
05-Jan-2026 13:14
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It doesn' t matter good or bad news... it is a matter of goog dovernance which is woefully lacking with this management.
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shk363
Elite |
05-Jan-2026 12:21
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take profit and run first... delay doesn't sound like good news | ||||
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alexvar
Senior |
05-Jan-2026 11:59
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Sep 2025: " EU approves Saudi firm SALICs Olam Agri purchase"
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Jiyaji
Senior |
05-Jan-2026 11:48
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Exactly. They have clearly stated that ALL conditions need to be met. But which are the ones that are pending? Are they major like EU or CFIUS which can take a very long time or inconsequential countries to the deal? That is the question which needs to be answered.
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alexvar
Senior |
05-Jan-2026 11:07
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Olaim announcement on sgx: The Board wishes to announce that the Regulatory Approvals from most jurisdictions have been obtained. However, there are Regulatory Approvals from two (2) jurisdictions which are in the process of being obtained. The Company intends to proceed to complete the Proposed Sale as soon as practicable upon the satisfaction of all the Conditions. |
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YibaoI
Senior |
05-Jan-2026 10:57
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If this happen they will only crave out the country that did not get approval and still proceed at a slight lower price. This will not result in any cancellation. Majority of the deal will still proceed as the agreement is binding.
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eddyeddy
Master |
05-Jan-2026 10:42
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Already got 90% approvals Very good !
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Jiyaji
Senior |
05-Jan-2026 08:29
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As expected, they posted a half baked announcement on SGX. Two approvals pending. It would have been instructive to mention which approvals have been received and which are pending. That is the norm in other markets. Especially when a key milestone date has passed.
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eddyeddy
Master |
04-Jan-2026 19:35
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Agree SALIC wants this deal to close asap , but what if other countries do not want to give their approvals to this deal , and this will jeopardize the closure of this deal, which is beyond the control of salic and Olam ? And salic will be forced to call off the deal . Will this happen ?
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Alignment
Elite |
04-Jan-2026 12:43
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No, for two reasons. First it is a sizable strategic deal for SALIC that benefits it immensely. SALIC had schemed for a long time to do this deal - this was the original plan when it bought the 35% stake in 2022. It got its foot in the door then and this deal is the inevitable conclusion. Second, because of this 35% deal SALIC is already pregnant. Too late to abort. Just having 35% leaves SALIC vulnerable if relations with Olam worsens.
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tonytony
Veteran |
03-Jan-2026 10:54
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The only worry is if the delay continues , Salic continue to pai the ticker fee daily , will SALIC just call off the deal and walk away ?
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Alignment
Elite |
03-Jan-2026 10:23
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The attractive return on a delay is something Olam would have pushed strongly for I imagine. Ultimately the controller of SALIC and the Saudi regulators are prety much the same guys, so Olam would have put the monkey on their back by saying if there is a delay its your fault so you need to pay up for it. They won' t want to go through the same experience as the attempted Olam Agri IPO in Saudi where the regulator strung them out forever. | ||||
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tonytony
Veteran |
02-Jan-2026 16:56
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Salic more keen to get the deal sealed asap, but not Olam. | ||||
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Alignment
Elite |
02-Jan-2026 15:57
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That works out at a 9% return on the consideration. Yes it seems having a delay is a good thing - 9% is a lot higher than the cost of debt the money would be used to pay down. | ||||
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tonytony
Veteran |
02-Jan-2026 08:47
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It is beneficial to Olam if the deal is dragged to Feb or even April . Olam can earn extra ticker money of usd636K per day . | ||||
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YibaoI
Senior |
01-Jan-2026 21:22
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Hope they announce soon but I wouldn't be surprised if it drag till Feb or April. | ||||
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Alignment
Elite |
01-Jan-2026 09:18
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This did not happen.
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