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Olaim Group Financial Results Post Reply Rate topic
Alignment Elite	10-May-2026 21:27        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I disagree with the idea that COVID had a fundamental impact on the business case of Olam. Both from my own knowledge of the business and also looking at the financials. The latter shows COVID had an impact for 1 year which was 2020, and by 2021 profitability had recovered. The debt Olam carries today primarily reflects the increase in working capital as a result of concurrently rising cocoa and coffee prices which really accelerated in 2024, peaked in 2025 and this year is coming back down. More generally, the point I was making with Temasek and Mitsubishi are these are two companies that did significant diligence before buying in, have a good understanding of materials trading, and also have the influence to improve the value of Olam through the operations of their own businesses. They paid $2.50ish ten years ago probably with a business plan that projecting 10 years out probably would have implied a price today of say $6.50 if they were targeting, for instance, a 10% annualised return. So my view that Olam could be worth $2.60 today is actually already taking a big haircut on the assumptions Temasek and Mitsubishi did 10 years ago. And, whilst I place most emphasis on my own analysis, this gives me some comfort.  alexvar      ( Date: 08-May-2026 12:14) Posted: temasek or mitsubisi bought many years ago before COVID! - their entry price is kinda irrelevant. olaim group became bloated holding co with a lot of debt and bad cash flow. paying down the huge debt load and focusing on ofi hopefully gives good free cash flow. Alignment      ( Date: 08-May-2026 12:06) Posted: Buying at a 50% discount to Temasek' s inprice was certainly a profitable trade at AEM resulting in a more than 3x return.
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alexvar Senior	08-May-2026 12:14        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	temasek or mitsubisi bought many years ago before COVID! - their entry price is kinda irrelevant. olaim group became bloated holding co with a lot of debt and bad cash flow. paying down the huge debt load and focusing on ofi hopefully gives good free cash flow. Alignment      ( Date: 08-May-2026 12:06) Posted: Buying at a 50% discount to Temasek' s inprice was certainly a profitable trade at AEM resulting in a more than 3x return.
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Alignment Elite	08-May-2026 12:06        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Buying at a 50% discount to Temasek' s inprice was certainly a profitable trade at AEM resulting in a more than 3x return.
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belugacat Member	07-May-2026 22:55        belugacat About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don' t think Temasek needs help to restore their value. Think they are capable of doing it themselves. Just be careful that what had happened before can happen again. Doin' t get fooled again!
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Alignment Elite	07-May-2026 21:24        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Another point to bear in mind is that Temasek paid $2.23 for their shares, and Mitsubishi paid $2.75 for theirs. Like I posted about AEM earlier this year, there is something nice about being able to buy shares at less than half Temasek' s in-price. You have a big margin of safety and can double your money even before Temasek breaks even.
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JurongW Elite	07-May-2026 16:31        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Looking forward to your price target of $2.50 in 1 years' time After monetizing the ROG business and Ofi IPO, revised NAV would be worth more than $3, throw in special dividends - all these catalysts provide tailwinds for Olam to move beyond its NAV of $1.82.   alexvar      ( Date: 07-May-2026 15:55) Posted: 1 yr, once all the useless biz / stuff is disposed/monetized, so the company can focus on ofi. such as useless  rusmolco in russia. the new management at Olaim must be accountable to the shareholder about its useless businesses in russia and gabon. I reckon Olaim has lost hundreds of millions of SGD in russia, and is still losing money there. throwing good SGD after bad rubles. dydd
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alexvar Senior	07-May-2026 15:55        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	1 yr, once all the useless biz / stuff is disposed/monetized, so the company can focus on ofi. such as useless  rusmolco in russia. the new management at Olaim must be accountable to the shareholder about its useless businesses in russia and gabon. I reckon Olaim has lost hundreds of millions of SGD in russia, and is still losing money there. throwing good SGD after bad rubles. dydd
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JurongW Elite	07-May-2026 15:06        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	What' s your definition of " soon" alexvar      ( Date: 07-May-2026 15:03) Posted: oh wow. short squeeze coming ? $2.50 soon ?
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alexvar Senior	07-May-2026 15:03        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	oh wow. short squeeze coming ? $2.50 soon ?
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tonytony Veteran	07-May-2026 14:53        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Share borrowing lending . Shortists borrowed their share to sell short . JurongW      ( Date: 07-May-2026 14:49) Posted: Can u give more detail? what is sbl, borow as in short the stock? tonytony      ( Date: 07-May-2026 14:34) Posted: My chat group shared by few members , their sbl in CDP account have show share borrowing on 5 of May..
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JurongW Elite	07-May-2026 14:49        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Can u give more detail? what is sbl, borow as in short the stock? tonytony      ( Date: 07-May-2026 14:34) Posted: My chat group shared by few members , their sbl in CDP account have show share borrowing on 5 of May..
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tonytony Veteran	07-May-2026 14:34        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	My chat group shared by few members , their sbl in CDP account have show share borrowing on 5 of May..
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JurongW Elite	07-May-2026 14:25        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	JurongW      ( Date: 07-May-2026 13:40) Posted: Olam overbought, perhaps time to consolidate between 1.11 and 1.23 before the next leg up.
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alexvar Senior	07-May-2026 14:13        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	ah darn, that' s too bad! ideally want for it to fly to $2.5
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JurongW Elite	07-May-2026 13:40        JurongW About Contact  Quote this Post! Style: Combined   Mood: Yells: "Earnings give weight, Chart give wings"
x 0   x 0  Alert Admin	Olam overbought, perhaps time to consolidate between 1.11 and 1.23 before the next leg up.
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alexvar Senior	07-May-2026 13:24        alexvar About Contact  Quote this Post!
x 0   x 0  Alert Admin	Olaim is getting tired? I don' t think it can break through #1.30 unless a special dividend announcement or new analyst upgrades ?
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Boatman Master	07-May-2026 10:12        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	time to charge everyday up 0.02
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tonytony Veteran	06-May-2026 19:04        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Exactly ! The recent appreciation in price is too negligible. Just a piece of cake . Alignment      ( Date: 06-May-2026 12:37) Posted: Even now with the recent move in share price, it is only back at the level in Sep 2023 before the Nigeria rumours were spread, which Olam fully rebutted. But because of weak management credibility the share price never recovered even when it was obvious the news was fake.    Only now when Olam Agri which was the focus of the allegations has actually been sold has the share price come back to those levels. I guess one can see it as the market finally accepting there was nothing in the rumours. But we are so much further down the line now of crystallising the sum of parts value. In that context the recent share price move is nothing.
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Boatman Master	06-May-2026 13:40        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bb lunch done please chiong
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Boatman Master	06-May-2026 13:28        Boatman About Contact  Quote this Post!
x 0   x 0  Alert Admin	Gogogo
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