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Jiyaji Senior	14-Nov-2025 11:14        Jiyaji About Contact  Quote this Post!
x 1   x 0  Alert Admin	Sorry to disappoint you Sir! I am fully aware of this company. Many of its past & current very Senior C level execs are personally known to me. The overhaul as you call it has been forced and not done willingly. Enough was enough was conveyed .. the current wayang is to save face  Alignment      ( Date: 14-Nov-2025 09:43) Posted: Your comments suggest you don' t actually know a lot about the company or what is happening within it. If you are not aware, the company is in the process of winding itself up and Sunny is on the way out. There is no more complete overhaul than this! Jiyaji      ( Date: 14-Nov-2025 07:33) Posted: Sunny Verghese is raining on Olam .. he and his cohort of yesmen are well past their sell by date .. time for a complete overhaul or it will sink faster than Noble ..
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eddyeddy Master	14-Nov-2025 10:09        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly ! Alignment      ( Date: 14-Nov-2025 09:43) Posted: Your comments suggest you don' t actually know a lot about the company or what is happening within it. If you are not aware, the company is in the process of winding itself up and Sunny is on the way out. There is no more complete overhaul than this! Jiyaji      ( Date: 14-Nov-2025 07:33) Posted: Sunny Verghese is raining on Olam .. he and his cohort of yesmen are well past their sell by date .. time for a complete overhaul or it will sink faster than Noble ..
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Alignment Elite	14-Nov-2025 09:43        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Your comments suggest you don' t actually know a lot about the company or what is happening within it. If you are not aware, the company is in the process of winding itself up and Sunny is on the way out. There is no more complete overhaul than this! Jiyaji      ( Date: 14-Nov-2025 07:33) Posted: Sunny Verghese is raining on Olam .. he and his cohort of yesmen are well past their sell by date .. time for a complete overhaul or it will sink faster than Noble ..
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money4life Senior	14-Nov-2025 09:21        money4life About Contact  Quote this Post!
x 0   x 0  Alert Admin	LoL, when counter is not doing well, he still pockets many many millions for his post. Dun think he needs to sell any of his shares. tonytony      ( Date: 14-Nov-2025 08:43) Posted: He still own 3.5% , never sell a single shares since day one. Jiyaji      ( Date: 14-Nov-2025 07:33) Posted: Sunny Verghese is raining on Olam .. he and his cohort of yesmen are well past their sell by date .. time for a complete overhaul or it will sink faster than Noble ..
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tonytony Veteran	14-Nov-2025 08:43        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	He still own 3.5% , never sell a single shares since day one. Jiyaji      ( Date: 14-Nov-2025 07:33) Posted: Sunny Verghese is raining on Olam .. he and his cohort of yesmen are well past their sell by date .. time for a complete overhaul or it will sink faster than Noble ..
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Jiyaji Senior	14-Nov-2025 07:33        Jiyaji About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sunny Verghese is raining on Olam .. he and his cohort of yesmen are well past their sell by date .. time for a complete overhaul or it will sink faster than Noble ..
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money4life Senior	13-Nov-2025 16:03        money4life About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortist like this counter as no solid push factors. Share buy back only intermittent, no BB come in to support. Think management change might be good alexvar      ( Date: 30-Oct-2025 16:05) Posted: any hope for Olam?  or just cut your losses and sell?
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money4life Senior	13-Nov-2025 09:52        money4life About Contact  Quote this Post!
x 0   x 0  Alert Admin	I feel like is another SingPost, think maybe should sack the higher management for better reorganize eddyeddy      ( Date: 12-Nov-2025 10:51) Posted: There is slow accunulation on going.
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eddyeddy Master	12-Nov-2025 10:51        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	There is slow accunulation on going.
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alanchee Senior	11-Nov-2025 14:19        alanchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not forgetting that in addition to Olam Agri sale which is pending completion, it is also receiving US $633K + per day from 1 June till 31 Dec or completion, whichever is earlier. Special div is definite.
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tonytony Veteran	11-Nov-2025 14:08        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	CEO Sunny also said in the AGM , the total sales of ROG assets should be around S$0.50 per shares. all will be paid as special dividend to share holders in due course.
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eddyeddy Master	11-Nov-2025 10:28        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	This usd175m will have S$5.4 cents per share , so we can expect higher dividend to be paid in 2nd half eddyeddy      ( Date: 11-Nov-2025 10:11) Posted: Here?s a summary of the transaction involving Olam Group Limited (?Olam?): --- ✅ What?s the deal Olam has agreed to sell its remaining ~32.4% stake in ARISE P&L Limited (?ARISE P&L?) to Equitane DMCC for US$175 million. The stake being sold is approximately 161.1 million ordinary shares of ARISE P&L. The consideration represents roughly a 7% premium over the carrying value of that investment as at 31 Dec 2024 (book value ~US$164 million). The completion of the transaction is subject to customary closing conditions (including regulatory approvals) and is expected to take place within FY2025 (i.e., by end-2025). --- 🎯 Why it matters / rationale This disposal aligns with Olam?s broader re-organisation plan, which involves divesting non-core assets and monetising businesses under the ?Remaining Olam Group? so as to sharpen the focus on its core food-ingredients business (Olam Food Ingredients) and return value to shareholders. Olam noted that it does not have operational control or meaningful synergies with ARISE P&L?s operations, and thus the disposal is seen as appropriate from a strategic and value-unlocking perspective. Financially: The sale is not expected to have a material impact on the net tangible assets (NTA) per share or earnings per share (EPS) for the group in the current financial year. --- 📌 Some key details & context ARISE P&L operates ports and logistics infrastructure projects in West Africa (e.g., mineral port + general cargo port in Gabon bulk port in San Pedro, Côte d?Ivoire). The buyer, Equitane DMCC (formerly known as the Africa Transformation & Industrialization Fund), is Dubai-based, and was established by the founding team of the ARISE group. The transaction value in Singapore dollar terms is about S$239.0 million (at US$1 = S$1.3657) per the announcement. --- 🔍 Implications & things to watch For investors of Olam: This shows the company is actively executing its plan to de-leverage and refocus its business. The proceeds may be used for reinvestment into higher-growth or core operations, or returned to shareholders. Because ARISE P&L was a non-core business, the disposal might reduce diversification but improve clarity of strategic focus. The fact that the sale is at a premium is a positive signal (i.e., Olam is not forced to dispose at a discount). The sale is conditional and subject to regulatory approvals (from Côte d?Ivoire, Gabon etc.). Completion risk still exists. --- If you like, I can pull together how this sale might affect Olam?s share price / valuation in Singapore (with recent analyst commentary) or compare with other recent divestments by Olam. Would you like me to do that?
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eddyeddy Master	11-Nov-2025 10:11        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Here?s a summary of the transaction involving Olam Group Limited (?Olam?): --- ✅ What?s the deal Olam has agreed to sell its remaining ~32.4% stake in ARISE P&L Limited (?ARISE P&L?) to Equitane DMCC for US$175 million. The stake being sold is approximately 161.1 million ordinary shares of ARISE P&L. The consideration represents roughly a 7% premium over the carrying value of that investment as at 31 Dec 2024 (book value ~US$164 million). The completion of the transaction is subject to customary closing conditions (including regulatory approvals) and is expected to take place within FY2025 (i.e., by end-2025). --- 🎯 Why it matters / rationale This disposal aligns with Olam?s broader re-organisation plan, which involves divesting non-core assets and monetising businesses under the ?Remaining Olam Group? so as to sharpen the focus on its core food-ingredients business (Olam Food Ingredients) and return value to shareholders. Olam noted that it does not have operational control or meaningful synergies with ARISE P&L?s operations, and thus the disposal is seen as appropriate from a strategic and value-unlocking perspective. Financially: The sale is not expected to have a material impact on the net tangible assets (NTA) per share or earnings per share (EPS) for the group in the current financial year. --- 📌 Some key details & context ARISE P&L operates ports and logistics infrastructure projects in West Africa (e.g., mineral port + general cargo port in Gabon bulk port in San Pedro, Côte d?Ivoire). The buyer, Equitane DMCC (formerly known as the Africa Transformation & Industrialization Fund), is Dubai-based, and was established by the founding team of the ARISE group. The transaction value in Singapore dollar terms is about S$239.0 million (at US$1 = S$1.3657) per the announcement. --- 🔍 Implications & things to watch For investors of Olam: This shows the company is actively executing its plan to de-leverage and refocus its business. The proceeds may be used for reinvestment into higher-growth or core operations, or returned to shareholders. Because ARISE P&L was a non-core business, the disposal might reduce diversification but improve clarity of strategic focus. The fact that the sale is at a premium is a positive signal (i.e., Olam is not forced to dispose at a discount). The sale is conditional and subject to regulatory approvals (from Côte d?Ivoire, Gabon etc.). Completion risk still exists. --- If you like, I can pull together how this sale might affect Olam?s share price / valuation in Singapore (with recent analyst commentary) or compare with other recent divestments by Olam. Would you like me to do that?
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Alignment Elite	10-Nov-2025 12:07        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Not in the past no. eddyeddy      ( Date: 07-Nov-2025 15:08) Posted: Do Olam give 3q biz update ? ruanlai      ( Date: 07-Nov-2025 14:41) Posted: predict surprise robust 3Q results..........omg  dyodd
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eddyeddy Master	07-Nov-2025 15:08        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Do Olam give 3q biz update ? ruanlai      ( Date: 07-Nov-2025 14:41) Posted: predict surprise robust 3Q results..........omg  dyodd
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ruanlai Elite	07-Nov-2025 14:41        ruanlai About Contact  Quote this Post! Style: Fundamental   Mood:
x 0   x 0  Alert Admin	predict surprise robust 3Q results..........omg  dyodd
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eddyeddy Master	05-Nov-2025 17:34        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think he refered to the company ROG sold fewonths ago .Payment by buyer by end of 2025 alexvar      ( Date: 05-Nov-2025 16:52) Posted: what do you mean USD 187m ? how, why? tonytony      ( Date: 05-Nov-2025 15:22) Posted: More dividend can be declared for year end because the USD 187m will be received by end December .
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alexvar Senior	05-Nov-2025 16:52        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	what do you mean USD 187m ? how, why? tonytony      ( Date: 05-Nov-2025 15:22) Posted: More dividend can be declared for year end because the USD 187m will be received by end December .
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tonytony Veteran	05-Nov-2025 15:22        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	More dividend can be declared for year end because the USD 187m will be received by end December .
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eddyeddy Master	05-Nov-2025 13:37        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Shortists are aggressive today !
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