Back

Latest Forum Topics / Olam Group    Last:1.25    -0.02

Post Reply

Olaim Group Financial Results Post Reply Rate topic
yuhanooi Member	24-Feb-2025 17:39        yuhanooi About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mgt had for years repeated it's objective of strategic reorganization is to unlock value for its shareholders. If we're still not getting anything out of this exercise, what value is there to unlock? Have faith....hehe and dyodd. alanchee      ( Date: 24-Feb-2025 16:51) Posted: Gain of 2.43B translate to about 64cents per lot for this Tranche, base on 3.95B shares issue. Hope mgmt will be generous to at least distribute 60% to reward SH FATABA      ( Date: 24-Feb-2025 10:02) Posted: Once this deal is fully sealed , it unlock over $2B gain or aro 36c a share ( per some reports)  Pls DYODD .
Useful To Me  Not Useful To Me
alanchee Senior	24-Feb-2025 16:51        alanchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gain of 2.43B translate to about 64cents per lot for this Tranche, base on 3.95B shares issue. Hope mgmt will be generous to at least distribute 60% to reward SH FATABA      ( Date: 24-Feb-2025 10:02) Posted: Once this deal is fully sealed , it unlock over $2B gain or aro 36c a share ( per some reports)  Pls DYODD .  FATABA      ( Date: 24-Feb-2025 08:48) Posted: Wow that is a g00d deal . Should see Olam rising . Dyodd Saudi Agriculture & Livestock Investment Company (SALIC) to acquire a 44.58% stake in  Olam Agri  Holdings  (Olam Agri) for approximately US$1.78 billion (S$2.35 billion) (Tranche 1). Upon completion of Tranche 1, SALIC will own a controlling 80.01% stake in Olam Agri. Olam Group Limited (OGL) will, upon the completion of the sale of Tranche 1, have a put option to sell its remaining 19.99% stake in Olam Agri to SALIC (Tranche 2) which is exercisable on the third anniversary of completion of the sale of Tranche 1 at the Closing Valuation plus 6% IRR. SALIC will, upon the completion of the sale of Tranche 1, have a call option to buy the 19.99% stake in Olam Agri on or before the third anniversary of the completion of the sale of Tranche 1. Implied 100% equity valuation for Olam Agri of US$4.00 billion (S$5.28 billion) is 23% higher than the US$3.25 billion (S$4.30 billion) market capitalisation of OGL, which currently consists of Olam Agri, ofi and the Remaining Olam Group. The 100% equity valuation of US$4.00 billion reflects a 14% premium to the US$3.50 billion valuation at which SALIC first acquired a 35.43% stake in Olam Agri in December 2022, which closed at a total final consideration of US$1.29 billion (inclusive of post-closing adjustments in H1 2023). This valuation also represents a 3.47x price-to-book value multiple to Olam Agri' s book value of US$1.15 billion as at December 31, 2023. On completion of the sale of Tranche 1, OGL would realise an estimated gain on disposal of US$1.84 billion (S$2.43 billion) which will accrete to the equity reserves of OGL. OGL would raise estimated total gross cash proceeds of US$2.58 billion (S$3.41 billion) from the sale of Tranche 1 and 2. OGL continues to hold a 100% interest in ofi and the Remaining Olam Group. It will now focus on seeking strategic options to unlock value for the Remaining Olam Group businesses and ofi, including the pursuit of an ofi IPO.
Useful To Me  Not Useful To Me
Boatman Master	24-Feb-2025 15:35        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Olam ah
Useful To Me  Not Useful To Me
flylow6 Senior	24-Feb-2025 13:49        flylow6 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Definitely a good deal? but Will Olam mgmt give back to shareholders or keep it this time?
Useful To Me  Not Useful To Me
FATABA Supreme	24-Feb-2025 10:02        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Once this deal is fully sealed , it unlock over $2B gain or aro 36c a share ( per some reports)  Pls DYODD .  FATABA      ( Date: 24-Feb-2025 08:48) Posted: Wow that is a g00d deal . Should see Olam rising . Dyodd Saudi Agriculture & Livestock Investment Company (SALIC) to acquire a 44.58% stake in  Olam Agri  Holdings  (Olam Agri) for approximately US$1.78 billion (S$2.35 billion) (Tranche 1). Upon completion of Tranche 1, SALIC will own a controlling 80.01% stake in Olam Agri. Olam Group Limited (OGL) will, upon the completion of the sale of Tranche 1, have a put option to sell its remaining 19.99% stake in Olam Agri to SALIC (Tranche 2) which is exercisable on the third anniversary of completion of the sale of Tranche 1 at the Closing Valuation plus 6% IRR. SALIC will, upon the completion of the sale of Tranche 1, have a call option to buy the 19.99% stake in Olam Agri on or before the third anniversary of the completion of the sale of Tranche 1. Implied 100% equity valuation for Olam Agri of US$4.00 billion (S$5.28 billion) is 23% higher than the US$3.25 billion (S$4.30 billion) market capitalisation of OGL, which currently consists of Olam Agri, ofi and the Remaining Olam Group. The 100% equity valuation of US$4.00 billion reflects a 14% premium to the US$3.50 billion valuation at which SALIC first acquired a 35.43% stake in Olam Agri in December 2022, which closed at a total final consideration of US$1.29 billion (inclusive of post-closing adjustments in H1 2023). This valuation also represents a 3.47x price-to-book value multiple to Olam Agri' s book value of US$1.15 billion as at December 31, 2023. On completion of the sale of Tranche 1, OGL would realise an estimated gain on disposal of US$1.84 billion (S$2.43 billion) which will accrete to the equity reserves of OGL. OGL would raise estimated total gross cash proceeds of US$2.58 billion (S$3.41 billion) from the sale of Tranche 1 and 2. OGL continues to hold a 100% interest in ofi and the Remaining Olam Group. It will now focus on seeking strategic options to unlock value for the Remaining Olam Group businesses and ofi, including the pursuit of an ofi IPO.
Useful To Me  Not Useful To Me
Joelton Supreme	24-Feb-2025 09:41        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.invest-alpha.sg/view& id=792
Useful To Me  Not Useful To Me
yuhanooi Member	24-Feb-2025 09:14        yuhanooi About Contact  Quote this Post!
x 0   x 0  Alert Admin	It's a done deal. Below 1.20 looks very tempting...dyodd
Useful To Me  Not Useful To Me
FATABA Supreme	24-Feb-2025 08:48        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Wow that is a g00d deal . Should see Olam rising . Dyodd Saudi Agriculture & Livestock Investment Company (SALIC) to acquire a 44.58% stake in  Olam Agri  Holdings  (Olam Agri) for approximately US$1.78 billion (S$2.35 billion) (Tranche 1). Upon completion of Tranche 1, SALIC will own a controlling 80.01% stake in Olam Agri. Olam Group Limited (OGL) will, upon the completion of the sale of Tranche 1, have a put option to sell its remaining 19.99% stake in Olam Agri to SALIC (Tranche 2) which is exercisable on the third anniversary of completion of the sale of Tranche 1 at the Closing Valuation plus 6% IRR. SALIC will, upon the completion of the sale of Tranche 1, have a call option to buy the 19.99% stake in Olam Agri on or before the third anniversary of the completion of the sale of Tranche 1. Implied 100% equity valuation for Olam Agri of US$4.00 billion (S$5.28 billion) is 23% higher than the US$3.25 billion (S$4.30 billion) market capitalisation of OGL, which currently consists of Olam Agri, ofi and the Remaining Olam Group. The 100% equity valuation of US$4.00 billion reflects a 14% premium to the US$3.50 billion valuation at which SALIC first acquired a 35.43% stake in Olam Agri in December 2022, which closed at a total final consideration of US$1.29 billion (inclusive of post-closing adjustments in H1 2023). This valuation also represents a 3.47x price-to-book value multiple to Olam Agri' s book value of US$1.15 billion as at December 31, 2023. On completion of the sale of Tranche 1, OGL would realise an estimated gain on disposal of US$1.84 billion (S$2.43 billion) which will accrete to the equity reserves of OGL. OGL would raise estimated total gross cash proceeds of US$2.58 billion (S$3.41 billion) from the sale of Tranche 1 and 2. OGL continues to hold a 100% interest in ofi and the Remaining Olam Group. It will now focus on seeking strategic options to unlock value for the Remaining Olam Group businesses and ofi, including the pursuit of an ofi IPO.
Useful To Me  Not Useful To Me
superstartup Supreme	24-Feb-2025 08:42        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Yeah ! superstartup      ( Date: 10-Feb-2025 09:33) Posted: Wow. Still no announcement. Cannot be right? The expected deal signing was reported by Wall Street Journal.
Useful To Me  Not Useful To Me
HVRRVH Elite	24-Feb-2025 07:39        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	More or less covered, as mentioned in the SPA that 110m from Olam Agri will be committed to pay the dividend, this amount plus profits from the remaining OLAM group should match last year' s 4 cents dividend for 2H24.  yuhanooi      ( Date: 24-Feb-2025 07:29) Posted: And still get dividends? Got 4 cts?
Useful To Me  Not Useful To Me
yuhanooi Member	24-Feb-2025 07:29        yuhanooi About Contact  Quote this Post!
x 0   x 0  Alert Admin	And still get dividends? Got 4 cts?
Useful To Me  Not Useful To Me
alexvar Senior	24-Feb-2025 06:50        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Olam sold 44% to be completed in Q4 2025, and we will have to wait 3 more years to sell the remaining 20% stake in Olam Agri?
Useful To Me  Not Useful To Me
HVRRVH Elite	24-Feb-2025 06:35        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://links.sgx.com/FileOpen/24Feb2025_News%20Release_Proposed%20Sale%20of%20Shares%20in%20Olam%20Agri%20Holdings.ashx?App=Announcement& FileID=833947 It' s happening now. Sale price is 23% higher than current OLAM' s entire market cap! Let' s see how the market react.
Useful To Me  Not Useful To Me
rayokc Senior	17-Feb-2025 17:26        rayokc About Contact  Quote this Post!
x 0   x 0  Alert Admin	steady. ramping up...
Useful To Me  Not Useful To Me
superstartup Supreme	13-Feb-2025 12:20        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Just now one mouth over 400 lots eaten up at 116
Useful To Me  Not Useful To Me
FOREVERFREEDOM Veteran	12-Feb-2025 16:37        FOREVERFREEDOM About Contact  Quote this Post!
x 0   x 0  Alert Admin	Today 12 Feb, still no news on the deal signing. 3-month times passed, deal close or not?
Useful To Me  Not Useful To Me
superstartup Supreme	10-Feb-2025 16:50        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	today 114 Not sure distribution or accumulation Unable to assess superstartup      ( Date: 10-Feb-2025 09:33) Posted: Wow. Still no announcement. Cannot be right? The expected deal signing was reported by Wall Street Journal.
Useful To Me  Not Useful To Me
FOREVERFREEDOM Veteran	10-Feb-2025 10:10        FOREVERFREEDOM About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wall Street Journal maybe wrong information collected > < hahaha  superstartup      ( Date: 10-Feb-2025 09:33) Posted: Wow. Still no announcement. Cannot be right? The expected deal signing was reported by Wall Street Journal.
Useful To Me  Not Useful To Me
superstartup Supreme	10-Feb-2025 09:33        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Wow. Still no announcement. Cannot be right? The expected deal signing was reported by Wall Street Journal.
Useful To Me  Not Useful To Me
superstartup Supreme	07-Feb-2025 16:53        superstartup About Contact  Quote this Post! Style: Fundamental   Yells: "Enjoy doing Fundamental Research"
x 0   x 0  Alert Admin	Added more Olam Hopefully the news on the deal coming soon. superstartup      ( Date: 23-Jan-2025 10:12) Posted: please do your own DD If the deal go thru' as reported at USD 4B, Olam will get SGD 3.5B for its 64.6% stake. This is for the Equity Stake (unlike Wee Hur confusing statements and numbers). That will be equivalent to 92 sgd cent per Olam Share. (Hopefully it is fully in cash like the 1st partial stake sale) Implying market now valuing Olam 2nd key segment Ofi at around 20 sgd cent per Olam share. Worthwhile to note that Olam Ofi EBIT is comparable to that of Olam Agri.  Just sharing. There will be better clarity once the deal go thru' , and the pro-forma financial details (including de-consolidation of financial statements) are released.    please perform your own DD superstartup      ( Date: 22-Jan-2025 16:35) Posted: Based on the 2022 transaction details, the transaction figure is for the Equity Stake (see olam PR, where it mentioned USD $3.5B is Equity Valuation). Olam sold 35.4% then for USD 1.24B Recent report: 100% stake = USD 4B  Olam remaining stake is 64.6% = USD 2.584B = SGD 3.5B  Hopefully with this sale, overall leverage is lowered further, culminating to a de-leveraging re-rating  Please perform your own DD
Useful To Me  Not Useful To Me

                                                         First   < Newer   561-580 of 1516   Older>   Last