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Increase in ag investments through M&A

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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  1. Increase in ag investments through M&A BohdanChomiak, UkrAgroConsult

  2. Global Trends

  3. Global Trends

  4. Global Trends

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

  6. Global Trends

  7. 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.

  8. Ukraine – The Dark Side Month over Month Change in Reserves $BN Overnight Cost of Money % SOURCE: NBU SOURCE: NBU Commercial Bank Performance SOURCE: NBU

  9. Ukraine – Goes with the Force Agriculture – Grows Economy - Crawls SOURCE: STATE STATISTICS COMMITTEE SOURCE: STATE STATISTICS COMMITTEE

  10. 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

  11. Ukraine – Use of Funds

  12. Ukraine – Investment Impact Growth of labor productivity 1990 = 100% TOTAL CROP PRODUCTION ANIMAL PRODUCTION

  13. 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

  14. Ukraine – Two Jeddai Knights ACQUISTION MASTER MERGER MASTER

  15. Ukraine - Merger and Acquisition Opportunity Pork Sector Kyiv – 20% of Ukraine’s Total Consumption No dominant player

  16. 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

  17. 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) agro@ukragroconsult.org

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