Since the last entry, there has been a series of updates to the Olam story that are unfolding as we speak. Let’s unpack each of them and determine their impact to where we are at in the monetisation process. 6 Apr 2026 – Announcement for sale of Mindsprint . The company has announced a sale of Mindsprint to India’s IT giant Wipro, at a valuation of US$375 million. At the same time, the company has signed an agreement to dedicate 55% - 60% of their annual IT spending to a cont

Introduction Olam Group is a holding company in the final stages of a multi-year break-up. Today it owns three things: 100% of ofi (Olam Food Ingredients), a global ingredients business processing cocoa, coffee, dairy, nuts and spices for food and beverage manufacturers; a residual 64.57% stake in Olam Agri, a grains, oilseeds, cotton, rubber and animal feed trading-and-processing operation currently being sold to Saudi Arabia’s SALIC for an implied 100% equity valuation of U

The last entry that initiated a discussion of the company, China Aviation Oil (“CAO”), was posted on 27 th Feb 2024. It was trading at $0.94 per share. Since then, the company has paid out $0.0505 in dividends in 2024 and $0.0372 in dividends in 2025. As of the last trading price of $1.55 on 6th Nov 2025, that brings returns to 74.7%. In the current SGX bull market, it doesn’t really stand out amongst various companies hitting all-time highs, and touting bagger levels of pr

How’s your year been in 2025? It was a year ago that I had posted the article “Now is the best time to be invested in the Singapore...