Olam Group    Last:1.26    -0.01

Olaim Group Financial Results

Buying at a 50% discount to Temasek' s inprice was certainly a profitable trade at AEM resulting in a more than 3x return.

 

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!

 

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.

 

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

 

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
 

 

What' s your definition of " soon"

alexvar      ( Date: 07-May-2026 15:03) Posted: oh wow. short squeeze coming ? $2.50 soon ?

 

oh wow. short squeeze coming ?

$2.50 soon ?

 

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..

 

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..

 

My chat group shared by few members , their sbl in CDP account have show share borrowing on 5 of May..

 

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.

 

ah darn, that' s too bad!

ideally want for it to fly to $2.5

 

Olam overbought, perhaps time to consolidate between 1.11 and 1.23 before the next leg up.

 

Olaim is getting tired?

I don' t think it can break through #1.30 unless a special dividend announcement or new analyst upgrades ?

 

time to charge everyday up 0.02 

 

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.

 

Bb lunch done please chiong

 

Gogogo

 

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.

 

No, paiseh a bit premature at the moment. Next review is in June and as of now, Olam mkt cap is ahead of FLCT and the 5 reserve. Any price changes to these stock and others will affect the review. Can't type much cos using mobile and sometimes post doesn't appear

eddyeddy      ( Date: 06-May-2026 10:40) Posted: Is this officially announced ? alanchee      ( Date: 06-May-2026 09:24) Posted: Olam will replace FLCT to become STI stock next month as its current market capitalisation has surpassed FLCT.