Disruptive Investor
Long/short equity, deep value, event-driven, macro

Golden Agri-Resources: An Undervalued Stock With Significant Growth Potential

Golden Agri-Resources Ltd (OTCPK:GARPY), which is the world's second largest palm oil plantation company, is an underfollowed and undervalued stock with tremendous growth potential. This investment note discusses the valuations and business prospects for a potential value creator.

Golden Agri-Resources has approximately 463,400 hectares of oil palm plantations in Indonesia as of FY12. The company also has 40 mills to extract crude palm oil and palm kernel from fresh fruit bunches. The refineries have a total capacity of 1.98 million tonnes per annum. Golden Agri-Resources also has a presence in China where it operates an integrated business including a deep-sea port, oilseeds crushing plants, production capabilities for refined edible oil products as well as other food products such...

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