Aussie/Kiwi M&A/Events

Aussie/Kiwi M&A/Events

Namoi Cotton (NAM AU): Bloom Times As Louis Dreyfus & Olam Agri Tangle

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Quiddity Research
May 07, 2024
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  • Singapore's Olam Agri and global commodity merchant Louis Dreyfus Company (LDC) are duking it out for Namoi Cotton Co Operative (NAM AU), Australia’s largest cotton producer.

  • After both initially lobbed competing Schemes, both have now tabled off-market Offers - A$0.67/share from LDC, A$0.66/share from Olam - each contingent on a 50.1% acceptance hurdle, FIRB, and ACCC.

  • LDC, currently holding 17%, announced it will reject Olam Agri’s Offer. Top shareholder Samuel Terry Asset Management, with 24.5%, is expected to support the winning (or superior) bid.

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