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Today 12 Feb, still no news on the deal signing. 3-month times passed, deal close or not?
today 114
Not sure distribution or accumulation
Unable to assess
Not sure distribution or accumulation
Unable to assess
superstartup ( Date: 10-Feb-2025 09:33) Posted:
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Wall Street Journal maybe wrong information collected > < hahaha
superstartup ( Date: 10-Feb-2025 09:33) Posted:
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Wow. Still no announcement.
Cannot be right? The expected deal signing was reported by Wall Street Journal.
Cannot be right? The expected deal signing was reported by Wall Street Journal.
Added more Olam
Hopefully the news on the deal coming soon.
Hopefully the news on the deal coming soon.
superstartup ( Date: 23-Jan-2025 10:12) Posted:
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A value trap is a stock that appears to be undervalued based on traditional valuation metrics (such as low P/E, P/B, or high dividend yield) but is actually a poor investment because its business fundamentals are deteriorating. Investors who buy these stocks expecting a rebound may end up trapped as the stock continues to underperform.
How Value Traps Occur
1. Structural Decline
2. Weak Business Model
3. Earnings Decline
4. High Debt
5. Poor Management
How Value Traps Occur
1. Structural Decline
2. Weak Business Model
3. Earnings Decline
4. High Debt
5. Poor Management
popby88 ( Date: 04-Feb-2025 23:37) Posted:
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Olam is not obliged to return any capitals after Olam Agri is sold to Salic. To make matters worse we would only get a return of 10-20 cents cash per share and lose the entire Olam Agri. Olam could have a huge discount (i.e 60- 70%) to their NTA just like what we find in many property counters. The senior management is setting up a value trap game for investors.
Reverse back to 1.13-1.14, what is playing behind the scene?
rayokc ( Date: 31-Jan-2025 17:10) Posted:
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on the way to 1.20++...
One mouth 116 gone
Good to crawl up to above 120 before the sale announcement. That would be very nice.
Just now quick buy up to 117 / 118.
So desperate ? (got news ?)
So desperate ? (got news ?)
superstartup ( Date: 27-Jan-2025 14:03) Posted:
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Bet for attractive dividence ahead...
Generally, the market already factors in Olam Agri stakes sales to Salic. Not hopeful for The Management to return sizable CASH portion to their shareholders. If shareholders are getting very minimal return from the Olam Agri stakes sales and most cash will be retained by The Company to pay their top executives. Therefore, Olam&rsquo s share price can only be traded at this level S$1.12 to S$1.20. DON&rsquo T EXPECT BIG ANGBAO FROM THE COMPANY.
End of the month liao.
Wall Street Journal said announcement end of Jan or early Feb.
Wall Street Journal said announcement end of Jan or early Feb.
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
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:
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If you were the group CEO getting S$8million remuneration annually. Do you still want to sell your goldmine? If you can delay the deal, still can continuing to leech on the goldmine until it dry. Why not?
His remuneration is even higher than President / Prime Minister?
His remuneration is even higher than President / Prime Minister?
can cross 120 soonz ??
The deal will come soon.
Ministers already went there to shake hand le
https://www.channelnewsasia.com/singapore/singapore-saudi-arabia-strategic-partnership-council-lawrence-wong-4859701
Ministers already went there to shake hand le
https://www.channelnewsasia.com/singapore/singapore-saudi-arabia-strategic-partnership-council-lawrence-wong-4859701
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
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
superstartup ( Date: 22-Jan-2025 12:51) Posted:
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