Olam Group    Last:1.21   -

Olaim Group Financial Results

!7 Mar, big volumes threw at close to $1.49 ,,, boat was back ,,, may be  Vikings

flylow6      ( Date: 09-Mar-2023 15:32) Posted: it have been rising steady with vol  this week. some forces trying to push up the price.  i miss the 1.55 boat last week

 

it have been rising steady with vol  this week. some forces trying to push up the price. 
i miss the 1.55 boat last week 

 

what is the estimate price for olam agri IPO?

 

Egm to approve the demerger of Olam Agri. Then next will be set the date for the ipo Liao

BillLim18      ( Date: 08-Mar-2023 07:17) Posted: what would probably be done during the AGM? positivity88      ( Date: 06-Mar-2023 10:50) Posted: Cup with long handle with 29 March egg.. better buy before it burst

 

what would probably be done during the AGM?

positivity88      ( Date: 06-Mar-2023 10:50) Posted: Cup with long handle with 29 March egg.. better buy before it burst

 

There's some dilution due to rights issue, last year I reckon.

ahbui8      ( Date: 07-Mar-2023 12:41) Posted: If I not wrong TH need at least $2.20 - $2.30 to break even for money invested in olam, Mitsubishi most worse, need $2.80 to break even. Therefore I think the restructuring will create value of at least $2.20 for SHs.

 

If I not wrong TH need at least $2.20 - $2.30 to break even for money invested in olam, Mitsubishi most worse, need $2.80 to break even. Therefore I think the restructuring will create value of at least $2.20 for SHs.

 

wonder if they will write an article same as samudera LOL.. OLAM pe ratio 10.7x now .. where as compared to peers at 38x . double triple bagger?
 

 

Saw on investing note someone posted UOB analyst called trading buy for olam. TP1.80 entry 1.64-1.65

yuhanooi      ( Date: 06-Mar-2023 16:59) Posted: Just hope the IPO many times oversubscribed, local market valuation too boring Saudi to provide the show...hehe FATABA      ( Date: 06-Mar-2023 16:52) Posted: Lol hope they will do it again .

 

Just hope the IPO many times oversubscribed, local market valuation too boring Saudi to provide the show...hehe

FATABA      ( Date: 06-Mar-2023 16:52) Posted: Lol hope they will do it again .  positivity88      ( Date: 06-Mar-2023 14:59) Posted: not forgetting Temasek was even willing to privatise it at $2.23 previously... rocket rocket rocke

 

Lol hope they will do it again . 

positivity88      ( Date: 06-Mar-2023 14:59) Posted: not forgetting Temasek was even willing to privatise it at $2.23 previously... rocket rocket rocket doremifatso      ( Date: 06-Mar-2023 14:34) Posted: The interest in Olam is not just about profits. Temasek and SALIC (sovereign wealth funds of SG and Saudi) are interested in Olam because it is a big player in global food supply chains. Covid has taught us that when a crisis hits, sometimes money is not enough. At some point, we had the willingness and money to buy masks and vaccines, but still couldnt buy them. Saudi and Singapore are both wealthy countries but have a small agrigulture base. These state investors are willing to pay above fair value to get a significant stake in such strategic companies like Olam. I am sure SALIC and Temasek are not the only ones with this thinking. The IPO is likely to have more than sufficient demand.

 

not forgetting Temasek was even willing to privatise it at $2.23 previously... rocket rocket rocket

doremifatso      ( Date: 06-Mar-2023 14:34) Posted: The interest in Olam is not just about profits. Temasek and SALIC (sovereign wealth funds of SG and Saudi) are interested in Olam because it is a big player in global food supply chains. Covid has taught us that when a crisis hits, sometimes money is not enough. At some point, we had the willingness and money to buy masks and vaccines, but still couldnt buy them. Saudi and Singapore are both wealthy countries but have a small agrigulture base. These state investors are willing to pay above fair value to get a significant stake in such strategic companies like Olam. I am sure SALIC and Temasek are not the only ones with this thinking. The IPO is likely to have more than sufficient demand.

 

The interest in Olam is not just about profits. Temasek and SALIC (sovereign wealth funds of SG and Saudi) are interested in Olam because it is a big player in global food supply chains. Covid has taught us that when a crisis hits, sometimes money is not enough. At some point, we had the willingness and money to buy masks and vaccines, but still couldnt buy them. Saudi and Singapore are both wealthy countries but have a small agrigulture base. These state investors are willing to pay above fair value to get a significant stake in such strategic companies like Olam. I am sure SALIC and Temasek are not the only ones with this thinking. The IPO is likely to have more than sufficient demand.

 

Agree w you ....after that Muddy case,  I think Olam n largest SH Temasek is going for value generation .
First the listing of agri division on SGX and LSE .  then the next division .
I am certain this wld generate good returns for SH. 
Already major banks have loan to Olam for this listing ....just a matter of timing only 
Dyodd

doremifatso      ( Date: 03-Mar-2023 18:03) Posted: Look at cash flow. High assets that generate little cashflow is a sign of overvaluation. But for Olam, they have been generating high operational cashflows. This indicates that the inventories and fixed assets valuation are ok. I think they have been on the conservative side since the muddy waters incident about 10 years ago. FATABA      ( Date: 03-Mar-2023 17:59) Posted: U are right .....that is why it is very difficult to find trusted good listed company that is well run . Olam is majority Temasek owned. A trust brand globally  Dyod

 

Cup with long handle with 29 March egg.. better buy before it burst

 

EGM announced.. lets uptrend all the way now

 

Hello yes you are right too, but this is Olam should compare with Wilmar and not comparing with golden agri. Anyway may also due to the future restructuring IPO.

finjungle      ( Date: 03-Mar-2023 16:48) Posted: Hello Hello in a company with commodities do beware of how the biological assets are valued. Most of the   time the factors of rates used are full of uncertainties and cannot be objectively verified.  ahbui8      ( Date: 03-Mar-2023 15:52) Posted: Under value lo as NAV is 1.9

 

The planned London listing last year could have pared down the debts, but disrupted by Ukraine war. This current Saudi listing sounds even more exciting...hehe

 

Look at cash flow. High assets that generate little cashflow is a sign of overvaluation. But for Olam, they have been generating high operational cashflows. This indicates that the inventories and fixed assets valuation are ok. I think they have been on the conservative side since the muddy waters incident about 10 years ago.

FATABA      ( Date: 03-Mar-2023 17:59) Posted: U are right .....that is why it is very difficult to find trusted good listed company that is well run . Olam is majority Temasek owned. A trust brand globally  Dyodd finjungle      ( Date: 03-Mar-2023 16:48) Posted: Hello Hello in a company with commodities do beware of how the biological assets are valued. Most of the   time the factors of rates used are full of uncertainties and cannot be objectively verified.

 

U are right .....that is why it is very difficult to find trusted good listed company that is well run . Olam is majority Temasek owned. A trust brand globally 
Dyodd

finjungle      ( Date: 03-Mar-2023 16:48) Posted: Hello Hello in a company with commodities do beware of how the biological assets are valued. Most of the   time the factors of rates used are full of uncertainties and cannot be objectively verified.  ahbui8      ( Date: 03-Mar-2023 15:52) Posted: Under value lo as NAV is 1.9