Olam Group
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From AI Overview
Temasek invested in Olam through multiple stages, first taking a ~13.76% stake in 2009 for around S$437.5 million and later leading a 2014 takeover offer for the remaining shares at S$2.23 per share, valuing the company at approximately $4.3 billion (or $5.33 billion total) to become the major shareholder, a significant move reflecting their long-term support for Olam.
So no need to worry because Temasek is paying such a high price to hold 52% stake in the company. Check it out yourselves
Hope that was not the real reason for the heavy selling yesterday .
eddyeddy ( Date: 16-Jan-2026 15:39) Posted:
Hope not insiders know something that we don't , are selling ?
money4life ( Date: 16-Jan-2026 15:06) Posted:
Don' t you think that' s good for investors, we could buy more or to compound interest at cheaper price  |
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These last two questions are exactly the right ones to be asking when the share price has fallen quickly with no announced newsflow. If you think there is something meaningfully negative that you are not aware about and which holes your investment thesis, then you should sell (and admit that you made a mistake). If you think there is no good reason why the share price should have fallen so much you should be buying more (whilst avoiding being overexposed).
Personally, thinking about this stock, I think (for various reasons) the latter is true when it comes to big long term considerations (i.e. I am shooting for doubling my money or more in a breakup scenario as opposed to shorter term operating data). But everyone needs to make their own judgements and act accordingly.
eddyeddy ( Date: 16-Jan-2026 15:39) Posted:
Hope not insiders know something that we don't , are selling ?
money4life ( Date: 16-Jan-2026 15:06) Posted:
| Don' t you think that' s good for investors, we could buy more or to compound interest at cheaper price |
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Hope not insiders know something that we don't , are selling ?
money4life ( Date: 16-Jan-2026 15:06) Posted:
Don' t you think that' s good for investors, we could buy more or to compound interest at cheaper price
eddyeddy ( Date: 16-Jan-2026 14:00) Posted:
| The deals still.ongoing , not called , but why the market still want to punish the share price ? |
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Don' t you think that' s good for investors, we could buy more or to compound interest at cheaper price
eddyeddy ( Date: 16-Jan-2026 14:00) Posted:
| The deals still.ongoing , not called , but why the market still want to punish the share price ? |
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Not called off , still ongoing .
eddyeddy ( Date: 16-Jan-2026 14:00) Posted:
| The deals still.ongoing , not called , but why the market still want to punish the share price ? |
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The deals still.ongoing , not called , but why the market still want to punish the share price ?
It should be obvious that with respect to investors at this price the profit that is the main point, it is the capital return. Especially when you can buy a share that is trading at less than half book value. A capital return at book value puts investors on the path to double their money. A profit on Arise is just the cherry on top.
Jiyaji ( Date: 14-Jan-2026 08:46) Posted:
Arise has gone to bed for some time. Anyway the expected profit from the sale of US$11m has already gone up in smoke with the exchange rate going from 1.36 to ~1.28 now. (even if it was hedged the profit will be a pittance )
Alignment ( Date: 07-Jan-2026 17:11) Posted:
| The sale of the Arise stake alone should result in a 6 cents special dividend |
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Olam advances 32.4% stake sale of port operator following key lender approvals
The company intends to divest its stake in Arise P& L for US$175 million
[SINGAPORE] Olam Group said it has &ldquo made progress&rdquo in securing approvals from different lenders to Arise P& L for the proposed divestment of its 32.4 per cent stake in the port and logistics operator.
In April 2025, the agribusiness giant entered a conditional sale and purchase agreement with Dubai-based investment platform Equitane DMCC.
Under the deal, Olam will dispose of its stake in Arise P& L for a US$175 million consideration. This amounts to 161.1 million ordinary shares, or around 32.4 per cent of Arise P& L&rsquo s issued and paid-up share capital.
After the sale, which was expected to be completed by end-2025, Olam will not hold any shares of Arise P& L.
The company announced on Wednesday (Jan 14), before the market opened, that the lender&rsquo s approval is an &ldquo enabling step&rdquo to approach the shareholders of Arise P& L and the regulatory authorities for their approvals.
Olam said in a bourse filing that it intends to complete the proposed disposal &ldquo as soon as practicable upon the receipt of all the approvals&rdquo .
Arise P& L manages ports and logistics infrastructure projects in West Africa, including a mineral port and a general cargo port in Gabon and a bulk port in San Pedro, Cote d&rsquo Ivoire.
The divestment is part of Olam&rsquo s business reorganisation announced in 2025. This includes plans to divest and monetise assets and businesses of the remaining Olam group &ndash one of its three business units.
Meanwhile, the group is in the process of divesting its Olam Agri unit to the Saudis, while growing its Olam Food Ingredients, or ofi, unit.
cut loss and move on instead of waiting. already missed deal deadline
Arise has gone to bed for some time. Anyway the expected profit from the sale of US$11m has already gone up in smoke with the exchange rate going from 1.36 to ~1.28 now. (even if it was hedged the profit will be a pittance )
Alignment ( Date: 07-Jan-2026 17:11) Posted:
The sale of the Arise stake alone should result in a 6 cents special dividend.
spore1 ( Date: 06-Jan-2026 18:38) Posted:
| Special dividend will be nice! |
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Just wonder , will these 2 countries continue to delay so as to spoil the deal ?
The sale of the Arise stake alone should result in a 6 cents special dividend.
spore1 ( Date: 06-Jan-2026 18:38) Posted:
Special dividend will be nice!
alexvar ( Date: 06-Jan-2026 11:42) Posted:
Exciting!
a lot of cash inflow coming up:
Arise Port Logistics is sold off - special dividens are coming.
Saudi Salic deal for Olam Agri - 20 are approved out of the total 22 jurisdictions. 2 jurisdiction are in process of approval!
More delays mean more cash for Olam Agri deal - every Single day 636,000 USD !! Woo hoo!
Dydd |
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Special dividend will be nice!
alexvar ( Date: 06-Jan-2026 11:42) Posted:
Exciting!
a lot of cash inflow coming up:
Arise Port Logistics is sold off - special dividens are coming.
Saudi Salic deal for Olam Agri - 20 are approved out of the total 22 jurisdictions. 2 jurisdiction are in process of approval!
More delays mean more cash for Olam Agri deal - every Single day 636,000 USD !! Woo hoo!
Dydd.
money4life ( Date: 06-Jan-2026 10:41) Posted:
Looking forward to the dividend to be paid to shareholders
intersting video
https://www.youtube.com/watch?v=wbpO2aPv3mQ
https://www.youtube.com/watch?v=znUi2GK4tjs |
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Looks like buying engine is warming up now
Exciting!
a lot of cash inflow coming up:
Arise Port Logistics is sold off - special dividens are coming.
Saudi Salic deal for Olam Agri - 20 are approved out of the total 22 jurisdictions. 2 jurisdiction are in process of approval!
More delays mean more cash for Olam Agri deal - every Single day 636,000 USD !! Woo hoo!
Dydd.
money4life ( Date: 06-Jan-2026 10:41) Posted:
Looking forward to the dividend to be paid to shareholders
intersting video
https://www.youtube.com/watch?v=wbpO2aPv3mQ
https://www.youtube.com/watch?v=znUi2GK4tjs |
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Saudi is one of the most powerful countries in the world, friend to US (or rather Trump), China and Russia. Europe has to kowtow even though they don' t like it. When journalist carved up and put in acid in their embassy everyone pretends like nothing happened. No one is going to block this deal lah.
One regulatory issue is Olam Agri has a Russia asset, so somehow deal needs to be structured to avoid triggering sanctions. Not sure how this will be acheved, and perhaps is a reason for the holdup. Perhaps Saudi will have to do same as Qatar and donate Trump a US$400m 747 jet.
eddyeddy ( Date: 04-Jan-2026 19:35) Posted:
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 ?
Alignment ( Date: 04-Jan-2026 12:43) Posted:
| 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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Looking forward to the dividend to be paid to shareholders
intersting video
https://www.youtube.com/watch?v=wbpO2aPv3mQ
https://www.youtube.com/watch?v=znUi2GK4tjs
Olam secures bulk of regulatory approval for proposed 44.58% stake sale of Olam Agri
The announcement comes almost a year after Olam Holdings and Olam Agri entered into the US$1.8 billion deal with the Saudi Agricultural and Livestock Investment Company (Salic) in February 2025.
The company announced on Monday (Jan 5), before the market opened that the completion of the proposed sale depends on meeting various conditions, such as obtaining necessary regulatory approvals.
Olam intends to complete the proposed sale &ldquo as soon as practicable upon the satisfaction of all the conditions&rdquo , said Olam&rsquo s co-founder and chief executive officer, Sunny Verghese in a bourse filing.
In February 2025, the food and agribusiness giant announced that it had entered into a deal to dispose of all its remaining shareholdings in Olam Agri in two tranches.
The first tranche involves a 44.58 per cent stake, or 1.5 billion ordinary shares, which Salic will acquire for about US$1.8 billion. This implies an equity valuation of US$4 billion of the whole of Olam Agri.
The first transaction was expected to be completed in the fourth quarter of 2025 and would result in Salic controlling 80.01 per cent in Olam Agri, up from around 35.43 per cent currently.
Within three years of the completion of this first tranche, the group will sell the remaining 19.99 per cent stake in Olam Agri through a call/put option.
In Monday&rsquo s statement, Verghese added that investors are urged to &ldquo exercise caution&rdquo when trading as the completion of the sale is not yet guaranteed and remains subject to the conditions outlined in the sale and purchase agreement.
Good day, you have also shown your true standard in this post.
Jiyaji ( Date: 06-Jan-2026 08:21) Posted:
You have shown your for the world to see and take note. Have a good day.
alanchee ( Date: 05-Jan-2026 21:26) Posted:
| You got standard? Don't make me laugh again. Remember Don't quote/reply to my post again ho |
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