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Matching slides 79,264
Current window 66,331-66,360
Pages 2,643
Rows per page 30
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66,331-66,360 of 79,264

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11
The slide uses a table to demonstrate how NCAG inflates earnings and masks underlying performance, drawing a parallel to Enron.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
12
The text argues that Olam's negative goodwill is not 'real' income and expresses skepticism regarding asset revaluations.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
13
The text discusses specific acquisitions (SK Foods, tt Timber, NZFSU) and critiques the booking of negative goodwill and re-measurement gains.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
16
Includes two tables: one detailing DKK million assets/liabilities and another detailing historical margin account assets/liabilities in S$ '000s.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
17
The slide uses financial data tables to challenge the company's stated accounting practices regarding margin accounts.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
18
Includes a visual metaphor of a house of cards branded with Olam's logo.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
19
The chart shows a cash burn of S$1.6 billion and a requirement for S$4.6 billion in refinancing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
20
The slide presents a conservative model of Olam's debt obligations and liquidity requirements, highlighting a high risk of financial distress.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The StruggleLoop · The Reveal1 hit
21
Includes a roller coaster illustration symbolizing the precarious nature of the company's debt situation.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
22
The slide presents a critical investment thesis regarding Olam's operational sustainability.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
23
The slide uses a table to demonstrate that while EEGs are a small percentage of revenue, they represent a significant portion of net profit, challenging the company's public narrative.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
28
The slide uses a table to compare analyst estimates against management guidance to expose poor modeling practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
29
The slide uses financial data to highlight lack of correlation and volatility, suggesting aggressive accounting or transfer pricing.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
31
The text discusses the reclassification of Level 2 to Level 3 derivatives and its impact on the net asset position.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
42
The slide highlights a significant unexplained difference of S$1.0 billion in FY2011 COGS.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
48
The slide highlights a suspicious accounting reclassification of assets and its impact on income statements.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
49
The text uses strong, emotive language ('degenerate gambler', 'delude others') to characterize management's financial strategy.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Struggle1 hit
51
The slide uses a forensic accounting approach to identify discrepancies in financial reporting.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
52
The slide uses a forensic accounting approach to question the transparency of Olam's capital spending, specifically targeting the 'unattributed capex' figure.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
54
Includes a footnote referencing the valuation firm Oludemi Jagun Dosumm & Co.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
57
The slide uses a red box to highlight specific columns in the purchase price allocation table. It contrasts the acquisition value with the prior carrying value.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
58
Includes a redacted section in the table and a critical narrative regarding Olam's acquisition accounting practices.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The VictoryLoop · Cost Of Inaction1 hit
61
Includes a screenshot of a financial table with a 'Certified' stamp overlay and a table showing negative cash balances.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
62
The slide presents two tables: 'Crown Flour Mills Cash Flows' and 'CFM Cash Balances'.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
63
Includes production estimates based on 280 days of operation per year.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
68
The slide uses two tables to contrast book value vs. assessed value, suggesting Olam may have manipulated asset valuations.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
70
The slide highlights a significant discrepancy between assessed property values and company-claimed values, alongside qualitative reports of unprofessional management.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
72
The chart is missing data points despite the axis labels.Olam International Ltd. (SGX:O32) · Carson Block
Research note Short seller Beat · The Victory1 hit
80
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
85
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