Olam International

[money]

There is little doubt CEO Sunny Verghese has been effective in charting Olam's growth since even before the company's IPO in Feb05, and in getting bankers - including many inexperienced, impressionable, or silly ones - to buy into the growth story of this over-sized agri-commodity house, but does the man have the experience and ability in managing a potential financial crisis/squeeze in Olam when many lenders, creditors and trade counterparties start to withdraw from the company to take cover for safety? I suppose we can only know with time.....

Just trying to play Devils Advocate here to what you said - why should the bankers and lenders pull out support for Olam without good reason, and unless there was really something materially problematic about its business? Granted once such an event occurs it would result in a "snowball" effect, but then again - could this Muddy Waters report really be the catalyst for that to happen?

the recent global recession was caused by stupid bankers who made dumb loans to buy houses... dont be suprised should the bankers of olam make the same mistake, well olam doesnt buy houses but they buy plantations, etc

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haha i was just thinking if noble will be implicated by olam, if people cant borrow shares to short olam, will they short noble as a substitute