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eddyeddy Master	29-Apr-2026 21:25        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Assets Transferred to Olam Agri In addition to the edible oil refinery in Mozambique, several other key industrial and commodity assets were shifted to Olam Agri to consolidate its "food, feed, and fibre" portfolio: Olam Group Olam Group +3 Sugar Milling Assets (India): Transferred from ROG to Olam Agri in 2023. Grains & Oilseeds: Includes major global sourcing and processing operations. Rice & Cotton: Core commodity businesses moved into this segment. Animal Feed & Protein: Operations in Nigeria and Senegal. Rubber & Wood Products: Integrated into the Agri-industrial services. Olam Group Olam Group
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eddyeddy Master	29-Apr-2026 21:14        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Where did the S$2.8 billion go? The S$2.8 billion represents the Invested Capital?the total money put into those businesses over years. The reason the BV is now only S$175 million is due to: Asset Transfers: Profitable businesses (like the edible oil processing in Mozambique) were transferred from ROG to Olam Agri or ofi to prepare them for sale or IPO.. ----- GoogleAI
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eddyeddy Master	29-Apr-2026 19:27        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Understand some of the companies in ROG were actually in-house supporting AGRI operation , like the recent shut down Jiva  , Arise is providing port service to products of AGRI , in bound and nout bound . OLAM sold Arise and Mindspring at above BV , so not that bad as we assume ?
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tonytony Veteran	29-Apr-2026 19:11        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	We base on yje revised BV , with the AGRI USD2.58B , the BV should be slightly more than S$10b , so the NTA per share should be around S$2.70. OFI ipo should revise the NTA even higher > correct me if I am wrong , thanks .
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belugacat Member	29-Apr-2026 18:30        belugacat About Contact  Quote this Post!
x 0   x 0  Alert Admin	Simply, it is not good stock to invest? alexvar      ( Date: 29-Apr-2026 17:43) Posted: yep, too many problems and too much debt in OGH (previously Remaining Olam Group). shitty assets, too much debt, bad host countries such as Gabon and Russia. it' s pity Olaim sold its best profit-generating Olam Agri to bail out the debts of its cash-losing OGH (previously Remaining Olam Group) biz. dydd.
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alexvar Senior	29-Apr-2026 17:43        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	yep, too many problems and too much debt in OGH (previously Remaining Olam Group). shitty assets, too much debt, bad host countries such as Gabon and Russia. it' s pity Olaim sold its best profit-generating Olam Agri to bail out the debts of its cash-losing OGH (previously Remaining Olam Group) biz. dydd.
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belugacat Member	29-Apr-2026 17:34        belugacat About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seem like Olam in deep shit. Since it' s stink, better stay clear. But, why still got buyers and Temasek stay put? alexvar      ( Date: 29-Apr-2026 16:53) Posted: Basically, Olaim is using the Olam Agri sale proceeds to close down huge debts of its useless money-losing businesses in africa and russia. What a disgrace! How did Temasek let Olaim invest in those risky countries & risky assets ?! because of these OGH (ROG) debts,  they have to sell the solid Olam Agri biz. dydd alexvar      ( Date: 29-Apr-2026 16:44) Posted: big questions: 1)  how much sustainable Free cash flow & dividends OFI can produce after Olam Agri and  OGH (previously Remaining Olam Group)? 2) OGH (previously Remaining Olam Group): OGH: S$175 million equity Collectively, OGH consisting of Olam Palm Gabon, Olam Rubber Gabon, Rusmolco, Caraway, ARISE P& L, Mantra, Gabon Fertiliser Project, together with Mindsprint and Terrascope, has a total invested capital of approximately S$2.8 billion as at end-2025. OGH has huge debts, and shitty assets such as in Russia and Gabon? OGH Total assets  S$2.8 billion OGH equity:  S$175 million OGH Total liabilities: staggering debts of S$2.6 BILLION OGH LEVERAGE (total assets / total equity): 16X  OMG, OGH is a major indebted mess! dydd
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alexvar Senior	29-Apr-2026 16:53        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Basically, Olaim is using the Olam Agri sale proceeds to close down huge debts of its useless money-losing businesses in africa and russia. What a disgrace! How did Temasek let Olaim invest in those risky countries & risky assets ?! because of these OGH (ROG) debts,  they have to sell the solid Olam Agri biz. dydd alexvar      ( Date: 29-Apr-2026 16:44) Posted: big questions: 1)  how much sustainable Free cash flow & dividends OFI can produce after Olam Agri and  OGH (previously Remaining Olam Group)? 2) OGH (previously Remaining Olam Group): OGH: S$175 million equity Collectively, OGH consisting of Olam Palm Gabon, Olam Rubber Gabon, Rusmolco, Caraway, ARISE P& L, Mantra, Gabon Fertiliser Project, together with Mindsprint and Terrascope, has a total invested capital of approximately S$2.8 billion as at end-2025. OGH has huge debts, and shitty assets such as in Russia and Gabon? OGH Total assets  S$2.8 billion OGH equity:  S$175 million OGH Total liabilities: staggering debts of S$2.6 BILLION OGH LEVERAGE (total assets / total equity): 16X  OMG, OGH is a major indebted mess! dydd
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alexvar Senior	29-Apr-2026 16:44        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	big questions: 1)  how much sustainable Free cash flow & dividends OFI can produce after Olam Agri and  OGH (previously Remaining Olam Group)? 2) OGH (previously Remaining Olam Group): OGH: S$175 million equity Collectively, OGH consisting of Olam Palm Gabon, Olam Rubber Gabon, Rusmolco, Caraway, ARISE P& L, Mantra, Gabon Fertiliser Project, together with Mindsprint and Terrascope, has a total invested capital of approximately S$2.8 billion as at end-2025. OGH has huge debts, and shitty assets such as in Russia and Gabon? OGH Total assets  S$2.8 billion OGH equity:  S$175 million OGH Total liabilities: staggering debts of S$2.6 BILLION OGH LEVERAGE (total assets / total equity): 16X  OMG, OGH is a major indebted mess! dydd
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Tracer63 Elite	29-Apr-2026 15:46        Tracer63 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Accumulate Olam 1.02 - 1.03
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eddyeddy Master	29-Apr-2026 13:17        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks Kiki, can we assume the total liability of the ROG is usd2B ? Kikikiki      ( Date: 29-Apr-2026 09:36) Posted: He was referring to the perpetual bonds (perps), not perks.
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Kikikiki Member	29-Apr-2026 09:36        Kikikiki About Contact  Quote this Post!
x 0   x 0  Alert Admin	He was referring to the perpetual bonds (perps), not perks.
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YibaoI Senior	28-Apr-2026 22:36        YibaoI About Contact  Quote this Post!
x 0   x 0  Alert Admin	chances of tranche two early purchase is high at 2027 as well, as there is a 6% interest IRR compounded if they delay and opt for 3 years at 2029. just hope the management execute the whole restructure nicely together with ofi ipo listing. for now it is a waiting game
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eddyeddy Master	28-Apr-2026 20:03        eddyeddy About Contact  Quote this Post!
x 0   x 0  Alert Admin	One investor in AGM of Olam yesterday asked the CEO ， what is the " perks " of ROG , What exactly is this "perks" ? Hope some friends can help to enlighten , thanks.
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governor Veteran	28-Apr-2026 15:15        governor About Contact  Quote this Post!
x 1   x 0  Alert Admin	Wolf Money(Olam Group) https://lonewolfinvestor.blogspot.com/2026/04/wolf-moneyolam-group.html
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Joelton Supreme	28-Apr-2026 11:22        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	Olam Group completes 44.58% stake sale in Olam Agri to SALIC for US$1.88 bil In a bourse filing on April 27, Olam Group says that it has completed the sale of a 44.58% stake in Olam Agri to the Saudi Agriculture & Livestock Investment Company (SALIC) which will now own 80.01% of Olam Agri. SALIC is paying around US$1.88 ($2.4) billion for the stake, valuing Olam Agri at US$4 billion. Olam Group retains a put option to sell its remaining 19.99% stake in Olam Agri to SALIC on the third anniversary of the completion of the current transaction at the base consideration of approximately US$799.6 million and additional option consideration plus a 6% IRR, providing certainty complete divestment of Olam Agri. SALIC also retains a call option to acquire the remaining 19.99% stake on or before the third anniversary at the same consideration. Olam Group deputy chairman Yap Chee Keong says that the deal is a &ldquo major step forward&rdquo in delivering the company&rsquo s reorganisation plan. &ldquo It realises significant value and will enable right-sizing of the capital structure of the Group,&rdquo says Yap. &ldquo We will continue to focus on the responsible divestment and monetisation of the businesses in OGH [Olam Group Holdco, previously known as Rest of Olam Group], and execute growth initiatives to enable ofi [Olam Food Ingredients] to realise its full potential value.&rdquo Sunny Verghese, co-founder and CEO of Olam Agri, says, &ldquo The completion of SALIC&rsquo s acquisition of Olam Agri is a transformative step forward to accelerate Olam Agri&rsquo s growth and strengthen our position as a leading global agri-business and integrated food security leader. &ldquo With SALIC as a strategically aligned, committed long-term partner and food security leader, we can build on our historical track record of strong performance to further accelerate and scale our ambitions for profitable growth and value creation.&rdquo
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belugacat Member	28-Apr-2026 10:48        belugacat About Contact  Quote this Post!
x 0   x 0  Alert Admin	What happened to Olam again? Trump got shot or Trump order another shot? Who didn' t start the fire?
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Alignment Elite	28-Apr-2026 10:29        Alignment About Contact  Quote this Post! Style: Fundamental
x 1   x 0  Alert Admin	The big question is, besides the special dividends from selling OGH assets, to what extent will we see special dividends from OFI before an eventual sale/IPO from winding down the working capital with weaker cocoa/coffee prices. The CFO said we would see this effect in 2H26, so based on that we could see something from this in the FY26 results. For starters that US$500m equity injection into OFI to sustain the working capital in June 2025 can be reversed. Thats 17 cents already. And the positive working capital base OFI is running now is much bigger than that, and may not be needed if prices stay where they are.
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JerryMaple Veteran	28-Apr-2026 09:18        JerryMaple About Contact  Quote this Post!
x 0   x 0  Alert Admin	CEO cannot give a gauge too. My guesstimate  is around 20-40cents special dividend if all 10 assets are sold.. Currently they have completed 4,the other 6 assets can only sell in stages.. might takes another 1-2years?be patient Newbie85      ( Date: 28-Apr-2026 08:28) Posted: Any idea how much is the special dividend!?!
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Newbie85 Veteran	28-Apr-2026 08:28        Newbie85 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any idea how much is the special dividend!?!
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