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14,191-14,220 of 37,461
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The text appears to be an excerpt from a larger research document or report.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The charts appear to be missing their data series (lines/bars) in the provided image, showing only axes and labels.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses a critical tone to highlight management's failure to execute on synergies and the questionable nature of their acquisitions.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide features a specific line item in a financial table that explicitly labels a depreciation adjustment as a 'fudge'.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The text below the table provides a qualitative and quantitative assessment of the operational difficulties in Uruguay compared to New Zealand.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses climate data to illustrate a strategic mismatch, followed by a narrative critique of Olam/NZFSU's financial and operational performance.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses a skeptical tone to expose potential financial engineering and poor investment decisions by Olam.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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This page is a research note excerpt focusing on financial and operational discrepancies in Olam's projects.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide functions as a critical investigative note, using external citations to challenge corporate risk management decisions.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses a satellite map to visually demonstrate the location of the affected farm.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses expert consultation and industry yield data to cast doubt on the company's financial projections (IRR).Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses financial data from Ranona Ltd. (subsidiary of Kayass) to challenge Olam's management claims regarding the acquisition's value and projected returns.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The text highlights failures in Olam's China initiatives, contrasting them with the company's stated goals.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide serves as a case study in poor due diligence, specifically focusing on the QCH acquisition and the subsequent loss of water rights from Twynam.Olam International Ltd. (SGX:O32) · Carson Block
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The slide uses a skeptical, narrative-driven tone to critique Olam's management and project viability.Olam International Ltd. (SGX:O32) · Carson Block
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This is a research note page focusing on due diligence and skepticism regarding a corporate announcement.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide functions as a critical due diligence review, highlighting potential project failure points and financial exposure.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses the Enron collapse as a cautionary framework to critique Olam's growth strategy, accounting practices, and risk management.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses a comparative framework to frame Olam as a potential corporate failure similar to Enron.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The slide uses a narrative structure to draw parallels between Enron's past behavior and Olam's current actions, specifically highlighting the contradiction between public ethical posturing and private misconduct.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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Includes allegations of corporate misconduct and detailed breakdown of recovery assumptions for PP&E and other assets.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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This page provides the underlying valuation logic for a recovery analysis, specifically discounting various asset classes based on recoverability.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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This slide is purely text-based, providing the rationale for the valuation haircuts applied to Olam's assets in the event of a bankruptcy liquidation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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This slide argues against management's characterization of RMI as 'cash equivalent' by highlighting operational complexities and derivative risks.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The text discusses the time value of money and legal recovery risks for bondholders in Olam's international operations.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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Olam International Ltd. (SGX:O32)Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The table shows zero variance between the Annual Report and Q4 figures for almost all line items, except for Profit before Taxation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
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The table highlights a discrepancy in receivables and payables between the two reporting periods.Olam International Ltd. (SGX:O32) · Carson Block
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The table provides a detailed reconciliation of operating, investing, and financing cash flows.Olam International Ltd. (SGX:O32) · Carson Block
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Figures in S$mmOlam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit