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Increase in ag investments through M&A. Bohdan Chomiak , UkrAgroConsult. Global Trends. Global Trends. Global Trends. Global Trends. Ernst & Young Q3 2012 update indicates that total deals had fallen to 165 and value fell to $24 Billion . Global Trends. Global Trends.

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Increase in ag investments through M&A

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Increase in ag investments through m a

Increase in ag investments through M&A

BohdanChomiak, UkrAgroConsult


Global trends

Global Trends


Global trends1

Global Trends


Global trends2

Global Trends


Global trends3

Global Trends

Ernst & Young Q3 2012 update indicates that total deals had fallen to 165 and value fell to $24 Billion


Global trends4

Global Trends


Global trends5

Global Trends

Euro-Denominated Corporate IG Volume:  This chart shows the number of deals and the volume in USD billions for Euro-denominated corporate IG bonds from the 1st quarter of 2008 up to and including the 3rd quarter of 2012.


Ukraine the dark side

Ukraine – The Dark Side

Month over Month Change in Reserves $BN

Overnight Cost of Money %

SOURCE: NBU

SOURCE: NBU

Commercial Bank Performance

SOURCE: NBU


Increase in ag investments through m a

Ukraine – Goes with the Force

Agriculture – Grows Economy - Crawls

SOURCE: STATE STATISTICS COMMITTEE

SOURCE: STATE STATISTICS COMMITTEE


Increase in ag investments through m a

Ukraine – Key Growth Drivers

● Equity Offerings to June 2011 - $1.5 billion

● Debt – Corporate Bonds and Borrowings - $3.5 billion

THE PRIMARY DRIVER IS PROFIT


Ukraine use of funds

Ukraine – Use of Funds


Ukraine investment impact

Ukraine – Investment Impact

Growth of labor productivity

1990 = 100%

TOTAL

CROP PRODUCTION

ANIMAL PRODUCTION


Ukraine investment impact1

Ukraine – Investment Impact

  • Creation of Global Competitors

Farms Laying Hens

Farms for Young Laying Hens

Hatchery

Retail Chains

Branded Points of Sale

Wholesale

Export

Egg Processing Plant

Breeder Farm

Feed Mill

Direct Sales

Export

Sunflower Seed

Crushing

Grain Storage

Facility

Quality Cold Pressed Oil (B2B)

Heating Fuel


Ukraine two jeddai knights

Ukraine – Two Jeddai Knights

ACQUISTION MASTER

MERGER MASTER


Ukraine merger and acquisition opportunity

Ukraine - Merger and Acquisition Opportunity

Pork Sector

Kyiv – 20% of Ukraine’s Total Consumption

No dominant player


Ukraine merger and acquisition or cooperation

Ukraine – Merger and Acquisition or COOPERATION

  • Small- and midsized farmers can gain access to modern and efficient agricultural machinery, EU know-how , infrastructure (including storage and port facilities) and better margins by simply Co-operating.

5-STEP STRATEGY

  • 5.Leading international agro company

  • Absolute leader producer of agricultural commodities in Ukraine and CIS

  • 4. II consolidation stage to boost total land bank up to 500-1,000 th. ha.

  • (small farms and leading farms

  • [<25 th. ha. & >75 th. ha.])

  • 3. Invest into logistical capability

  • (Elevators, Port facility etc)

  • 2. I consolidation stage - up to 300 th. ha.

  • (mid sized farms [25-75 th. ha. each])

  • 1. Create and lead first agricultural Co-op

Source:Lapersa vision


Increase in ag investments through m a

UkrAgroConsult offers:

Crop forecasts, agricultural markets, pricingS&D of grains and oilseeds in the Black Sea Region and worldwideExport/ import statisticsAgricultural market researches (cereals, oilseeds, meat, sugar, elevators, seeds, logistics, etc.)Daily and weekly newsletters for agricultural professionalsAnalysis of trends in capitalization of Ukrainian agricultural holdingsInvestment and consulting services

Office 5, Timoshenko Str. 29- V, 04205, Kyiv, Ukraine Tel/Fax: +380 44 451 46 34 (multi-channel) [email protected]


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