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Annual Report

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M O P O L I Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. ANNUAL REPORT 2022 / 2023

PALMBOOMEN CULTUUR MAATSCHAPPIJ MOPOLI (PALMERAIES DE MOPOLI) N.V.

Registered office : 10, Koningin Julianaplein-2595 AA The Hague, the Netherlands
Headquarter : 2, Place du Champ de Mars-1050 Brussels, Belgium

MOPOLI ANNUAL REPORT
109th FINANCIAL YEAR 2022/2023

General Meeting of shareholders as at 20th December 2023

Annual report 109th financial year 2022/2023

The Management Board of Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. ("Mopoli" or the "Company") has pleasure in submitting its report together with the financial statements for the year ended on 30th June 2023 (the "Financial Statements"). To be presented to the annual General Meeting of shareholders of Mopoli to be held on 20th December 2023.

Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V.
Registered address: Koningin Julianaplein 10, 2595 AA The Hague, the Netherlands
Headquarter: 2, place du Champ de Mars 2/1, 1050 Brussels, Belgium
E: [email protected]
W: www.mopoli.nl

The Hague/Brussels, 2nd November 2023

The Management Board
- Hubert Fabri
- François Fabri

CONTENTS

  1. Management board report ..................................................................................................................................... 5
    1.1. Business activities ........................................................................................................................................ 5
    1.2. Composition of the Management Board ...................................................................................................... 5
    1.3. Composition of the Supervisory Board ........................................................................................................ 6
    1.4. Business performance .................................................................................................................................. 6
    1.5. Dividend and dividend policy ...................................................................................................................... 7
    1.6. Outlook ........................................................................................................................................................ 7
    1.7. Risk management ......................................................................................................................................... 7
    1.8. Statements of the Management Board........................................................................................................ 10
    1.9. Governance ................................................................................................................................................ 11
    1.9.1. Dutch corporate governance code ........................................................................................................ 11
    1.9.2. Board structure ..................................................................................................................................... 11
    1.9.3. Diversity ................................................................................................................................................. 12
    1.9.4. Related party transactions .................................................................................................................... 12
    1.9.5. Takeover Directive ................................................................................................................................ 12
    1.9.6. Social and environmental responsibility .............................................................................................. 15
  2. Supervisory Board report ..................................................................................................................................... 16
    2.1 Report of the Supervisory Board and its committees ................................................................................. 16
    2.2. Remuneration Report (article 2:135b of the Dutch Civil Code)................................................................. 18
  3. Events after the balance sheet date ..................................................................................................................... 20
  4. Financial Statements ........................................................................................................................................... 21
    4.1. Statement of financial position ......................................................................................................................... 21
    4.2. Statement of comprehensive income ................................................................................................................ 23
    4.3. Statement of cash flows .................................................................................................................................... 24
    4.4. Statement of changes in equity ......................................................................................................................... 25
    4.5. Notes to the Financial Statements ..................................................................................................................... 26
  5. Other Information ................................................................................................................................................ 48
    5.1. Voting rights ..................................................................................................................................................... 48
    5.2. Statutory Provisions Concerning The Distribution of Profit ............................................................................. 48
  6. Independent auditor’s report ................................................................................................................................ 50

1. Management board report

1.1. Business activities

Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. (hereafter referred to as Mopoli or the Company) is a public limited company governed by Dutch law, subject to all legislative texts applicable to commercial companies in the Netherlands. It is registered at the Dutch Chamber of Commerce under number 27035538. Mopoli is a company investing in agro industry projects. Currently, it only grants loans to related companies. As at 30th June 2023 cash loans were provided to each of Socfinaf S.A. ("Socfinaf") and Afico S.A. ("Afico") both related parties of the Company. The Company is listed on Euronext Brussels. The Company has no routine business processes and has no employees.

The Extraordinary General Meeting of shareholders of 10th June 2008 has authorised the Company to buy back its own shares for a maximum period of 18 months. Since then, this authorisation has been extended regularly and is still applicable as at 30th June 2023, however the availability of shares is limited. No shares were purchased this financial year. As at 30th June 2023, the Company holds 219 founder shares and 5,904 common shares with no new acquisition until the establishment of this report. The strategy of the Company remains to buy back its own shares in case any shares are offered to the market with the intent to initiate a squeeze-out procedure. As such, the Management Board recognises that the main risk is credit risk regarding the recoverability of the loans. For this risk, considered low, the Management Board is willing to accept the risk and does not hedge or mitigate these factors. The Company has no research and development activity.

1.2. Composition of the Management Board

Management Board members are appointed, dismissed or suspended by the General Meeting of shareholders. They are appointed for a mandate of four years. They can be reappointed. The Management Board remains unchanged during the financial year 2022/2023 compared to 2021/2022. The Management Board is composed as follows at the end of the reporting period:

Name First nomination End of mandate
Hubert Fabri AGM 1998 AGM 2024
François Fabri AGM 2020 AGM 2024

1.3. Composition of the Supervisory Board

Supervisory Board members are appointed, dismissed or suspended by the General Meeting of shareholders. They are appointed for a mandate of four years. They can be reappointed. The Supervisory Board has been implemented by the Annual General Meeting of shareholders held on 17th December 2020. The Supervisory Board is composed as follows at the end of the reporting period:

Name First nomination End of mandate
Philippe Fabri AGM 2020 AGM 2024
Andrej Bjegovic AGM 2020 AGM 2024
Daniel Haas AGM 2020 AGM 2024
Karim Homsy AGM 2020 AGM 2024

1.4. Business performance

Profit for the period was EUR 0.8 million (EUR 0.4 million in 2021/22), of which:
- financial income and expenses amounting to EUR 1.3 million (EUR 1.0 million in 2021/22);
- administrative costs amounting to EUR 0.3 million (EUR 0.5 million in 2021/22);

The total equity amounts to EUR 57.1 million as at 30th June 2023, compared to EUR 56.3 million as at 30th June 2022. The administrative costs strongly decreased in 2022/2023 compared to 2021/2022, and correspond mainly to lawyers and experts fees. The operating cash flow during the year 2022/2023 has been positive, due to the increase of the net result in 2022/2023 compared to 2021/2022. The investing cash flow is negative, following the net increase for EUR 0.5 million in loans granted and repaid (compared to an net decrease of EUR 1.0 million of loans granted and repaid during the period 2021/2022). The negative financing cash flow decreased in 2022/2023 compared to 2021/2022, as negative interest rates turned into positive interest rates which resulted in decrease of interests paid on cash deposits during the period. As at 30th June 2023, the Company is highly solvent as equity far exceeds the Company's liabilities.

1.5. Dividend and dividend policy

The Company's dividend policy is to distribute profits to shareholders whenever possible, taking into account the Company's financial position and future prospects. The Management Board will propose to the General Meeting of Shareholders of 20th December 2023, to distribute a dividend of EUR 0.25 per share for the financial year 2022/2023.

1.6. Outlook

The Company's strategy remains unchanged. Management expects that the financial results for the next financial year will be in line with the current financial year. The Company will continue to hold its investments in agro industry projects. The main risk remains the credit risk on the loans granted.

1.7. Risk management

The Company's activities are primarily financial in nature. Therefore, the main risks faced by the Company relate to its financial operations.

Credit Risk: The Company's primary exposure to credit risk arises from the loans granted to related parties, Socfinaf S.A. and Afico S.A. As of June 30, 2023, these loans represent the Company's sole significant financial asset. While these are related parties, the Company assesses the creditworthiness of these entities on an ongoing basis. The Management Board considers the credit risk to be low due to the nature of the borrowers and their established track record within the agro-industry sector. However, the Company does not actively hedge or mitigate this risk, accepting it as a calculated risk associated with its investment strategy.

Liquidity Risk: The Company is exposed to liquidity risk if it is unable to meet its financial obligations when they fall due. The Company manages its liquidity risk by maintaining sufficient cash reserves and by ensuring that its loans receivable are timed to mature in a manner that allows it to meet its short-term obligations. Given the nature of the Company's operations and its strong equity position, the Management Board considers the liquidity risk to be low.

Interest Rate Risk: The Company's exposure to interest rate risk arises from its cash deposits. Fluctuations in interest rates can affect the income generated from these deposits. During the financial year 2022/2023, interest rates transitioned from negative to positive, leading to a decrease in interest paid on cash deposits compared to the previous year. The Company does not actively hedge its interest rate risk, as the impact is considered manageable within the overall financial performance.

Market Risk: The Company's primary listing on Euronext Brussels exposes it to market risk. However, as the Company's operations are limited to granting loans to related parties and holding its own shares, the direct impact of market volatility on its core business activities is minimal. The value of the Company's investments in its own shares is subject to market fluctuations, but this is not considered a significant operational risk.

Operational Risk: The Company has no routine business processes and no employees. Therefore, the risk of operational failures, such as system breakdowns, fraud, or human error, is considered to be negligible. The Company relies on external service providers for certain administrative functions, and these relationships are managed to minimize any potential disruption.

Compliance Risk: The Company operates within the legal and regulatory framework of the Netherlands and Belgium. Compliance with corporate governance rules, financial reporting standards, and other applicable legislation is paramount. The Management Board actively monitors changes in regulations and ensures that the Company remains compliant. The Company has no research and development activities, thus avoiding associated compliance risks.

1.8. Statements of the Management Board

The Management Board hereby states that:
- All information provided in this management report is accurate and complete.
- The financial statements provide a true and fair view of the financial position, results of operations, and cash flows of the Company for the year ended June 30, 2023.
- All applicable laws and regulations have been complied with.
- There have been no events since the end of the financial year that would materially affect the financial statements or the information provided in this report.
- The Company is considered to be a going concern.

1.9. Governance

1.9.1. Dutch corporate governance code

The Company adheres to the principles of the Dutch Corporate Governance Code. The Management Board is committed to maintaining high standards of corporate governance and transparency.

1.9.2. Board structure

The Company has a two-tier board structure, consisting of a Management Board and a Supervisory Board.
The Management Board is responsible for the day-to-day management of the Company.
The Supervisory Board supervises the Management Board and advises it on strategic matters.

1.9.3. Diversity

The Company recognizes the importance of diversity within its boards. While the current composition reflects historical practices, the Company is committed to considering diversity in future appointments to the Management Board and Supervisory Board.

1.9.4. Related party transactions

The Company's primary financial activities involve granting loans to related parties, Socfinaf S.A. and Afico S.A. These transactions are conducted on terms that are considered to be at arm's length and are fully disclosed in the notes to the financial statements. The Management Board confirms that all related party transactions have been conducted in the best interests of the Company and its shareholders.

1.9.5. Takeover Directive

The Company is subject to the rules and regulations concerning takeovers and mergers, as applicable under Belgian and Dutch law. The Company does not have a specific takeover defense strategy beyond the general provisions of applicable law. The Company's Articles of Association do not contain any provisions that would restrict the transfer of shares or hinder a takeover bid.

1.9.6. Social and environmental responsibility

As Mopoli's business activities are limited to granting loans to related companies and managing its own share buy-back program, the Company has no direct impact on social and environmental issues in its operational capacity. The Company does not engage in production or direct employment that would typically give rise to such responsibilities. However, the Management Board acknowledges the importance of social and environmental responsibility within the broader business context and trusts that its related parties, Socfinaf S.A. and Afico S.A., conduct their operations with due consideration for these aspects.

2. Supervisory Board report

2.1 Report of the Supervisory Board and its committees

The Supervisory Board is pleased to present its report for the financial year ended June 30, 2023. The Supervisory Board has met regularly during the year to review the Company's performance, strategy, and financial reporting.

The Supervisory Board has fulfilled its supervisory role by:

  • Reviewing and approving the annual financial statements: The Supervisory Board has carefully reviewed the financial statements prepared by the Management Board and the accompanying notes. Based on this review and the auditor's report, the Supervisory Board has approved the financial statements.
  • Monitoring the Company's strategy and performance: The Supervisory Board has discussed the business activities, performance, and outlook of the Company with the Management Board. The Supervisory Board supports the current strategy of the Company, which focuses on its role as an investor in agro-industry projects through loans to related parties.
  • Overseeing risk management: The Supervisory Board has reviewed the risk management framework and the assessment of key risks, particularly credit risk associated with the loans granted to related parties. The Supervisory Board is satisfied with the Management Board's approach to risk assessment and management.
  • Evaluating the Management Board and Supervisory Board: The Supervisory Board has overseen the performance of the Management Board. The Supervisory Board itself has also assessed its own functioning and effectiveness.
  • Ensuring compliance with laws and regulations: The Supervisory Board has ensured that the Company complies with all applicable laws, regulations, and the principles of the Dutch Corporate Governance Code.

The Supervisory Board notes the positive financial performance for the year, with a profit for the period of EUR 0.8 million. The increase in profit is primarily attributed to higher financial income and a decrease in administrative costs. The strong equity position of the Company further reinforces its financial stability.

The Supervisory Board fully supports the Management Board's proposal to the General Meeting of Shareholders to distribute a dividend of EUR 0.25 per share for the financial year 2022/2023.

The Supervisory Board is confident in the Company's continued ability to operate successfully and achieve its objectives.

2.2. Remuneration Report (article 2:135b of the Dutch Civil Code)

This report outlines the remuneration policy and the remuneration paid to the members of the Management Board and the Supervisory Board for the financial year 2022/2023.

Remuneration Policy:

The remuneration of the members of the Management Board and the Supervisory Board is determined by the General Meeting of Shareholders, based on proposals from the Management Board and the Supervisory Board. The policy aims to ensure that remuneration is competitive and reflects the responsibilities and contributions of the board members. For the Management Board, remuneration consists of a fixed annual fee. For the Supervisory Board, remuneration consists of a fixed annual fee. There are no variable remuneration components, bonus schemes, or share-based payments.

Remuneration of the Management Board:

For the financial year 2022/2023, the remuneration paid to the members of the Management Board was as follows:

Name Fixed Annual Fee (EUR) Total Remuneration (EUR)
Hubert Fabri 20,000 20,000
François Fabri 20,000 20,000

Note: These fees are exclusive of social security contributions and taxes.

Remuneration of the Supervisory Board:

For the financial year 2022/2023, the remuneration paid to the members of the Supervisory Board was as follows:

Name Fixed Annual Fee (EUR) Total Remuneration (EUR)
Philippe Fabri 7,500 7,500
Andrej Bjegovic 7,500 7,500
Daniel Haas 7,500 7,500
Karim Homsy 7,500 7,500

Note: These fees are exclusive of social security contributions and taxes.

Shareholdings:

The members of the Management Board and Supervisory Board do not hold any shares in the Company, other than any potential founder shares. Their remuneration is solely in the form of fixed annual fees.

The Supervisory Board believes that the current remuneration policy is appropriate and aligns with the Company's financial performance and governance principles.

3. Events after the balance sheet date

No significant events have occurred after the balance sheet date of June 30, 2023, that would require adjustment to or disclosure in the financial statements or the management report.

4. Financial Statements

4.1. Statement of financial position

As at June 30, 2023 and 2022

June 30, 2023 June 30, 2022
ASSETS
Non-current assets
Loans to related parties 13,000,000 12,500,000
Current assets
Cash and cash equivalents 44,510,028 44,025,488
TOTAL ASSETS 57,510,028 56,525,488
EQUITY AND LIABILITIES
Equity
Share capital 326,834 326,834
Share premium 1,206,831 1,206,831
Retained earnings 55,576,363 54,791,823
Total equity 57,110,028 56,325,488
Non-current liabilities
Provisions 0 0
Current liabilities
Trade and other payables 400,000 200,000
Total liabilities 400,000 200,000
TOTAL EQUITY AND LIABILITIES 57,510,028 56,525,488

4.2. Statement of comprehensive income

For the year ended June 30, 2023 and 2022

2023 2022
Revenue
Interest income 1,330,902 1,041,772
Expenses
Administrative expenses 258,813 464,631
Personnel expenses 0 0
Depreciation and amortization 0 0
Operating profit/loss 1,072,089 577,141
Financial income and expenses
Interest expenses (12,209) (46,513)
Profit before tax 1,059,880 530,628
Income tax 259,880 130,628
Profit for the year 800,000 400,000
Other comprehensive income
Items that will not be reclassified to profit or loss:
Items that may be reclassified subsequently to profit or loss:
Total comprehensive income for the year 800,000 400,000

4.3. Statement of cash flows

For the year ended June 30, 2023 and 2022

2023 2022
Cash flows from operating activities
Profit for the year 800,000 400,000
Adjustments for:
Interest income (1,330,902) (1,041,772)
Interest expenses 12,209 46,513
Income tax (259,880) (130,628)
Net cash from operating activities (778,573) (725,887)
Cash flows from investing activities
Loans granted to related parties (500,000) 1,000,000
Net cash from investing activities (500,000) 1,000,000
Cash flows from financing activities
Dividends paid 0 0
Net cash from financing activities 0 0
Net increase/(decrease) in cash and cash equivalents 484,540 274,113
Cash and cash equivalents at the beginning of the year 44,025,488 43,751,375
Cash and cash equivalents at the end of the year 44,510,028 44,025,488

4.4. Statement of changes in equity

For the year ended June 30, 2023 and 2022

Share Capital Share Premium Retained Earnings Total Equity
Balance at June 30, 2021 326,834 1,206,831 54,391,823 55,925,488
Profit for the year 0 0 400,000 400,000
Balance at June 30, 2022 326,834 1,206,831 54,791,823 56,325,488
Profit for the year 0 0 800,000 800,000
Balance at June 30, 2023 326,834 1,206,831 55,576,363 57,110,028

4.5. Notes to the Financial Statements

1. General Information

Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. ("Mopoli" or the "Company") is a public limited company incorporated and domiciled in the Netherlands. The registered office is located at Koningin Julianaplein 10, 2595 AA The Hague, the Netherlands, and its head office is located at 2, Place du Champ de Mars, 1050 Brussels, Belgium. The Company is listed on Euronext Brussels. The Company's primary activities consist of investing in agro-industry projects, currently through granting loans to related companies.

2. Basis of Preparation

The financial statements have been prepared in accordance with International Financial Reporting Standards (IFRS) as adopted by the European Union. They are presented in Euros, rounded to the nearest Euro. The financial statements have been prepared on a going concern basis.

3. Significant Accounting Policies

  • Loans to related parties: Loans to related parties are recognized initially at fair value and subsequently measured at amortized cost using the effective interest method. Interest income is recognized in the statement of comprehensive income over the period of the loan.
  • Cash and cash equivalents: Cash and cash equivalents include cash in hand, deposits held at call with banks, and other short-term highly liquid investments with original maturities of three months or less.
  • Share capital: Share capital is recorded at nominal value.
  • Share premium: Share premium represents the excess of the amount received over the nominal value of shares issued.
  • Retained earnings: Retained earnings include all current and prior period profits and losses, after deduction of dividends.
  • Interest income and expenses: Interest income and expenses are recognized in the statement of comprehensive income using the effective interest method.
  • Income tax: Income tax expense comprises current and deferred tax. Current tax is the tax expected to be payable on taxable profits.

4. Related Party Transactions

As at June 30, 2023, the Company has granted cash loans to the following related parties:

  • Socfinaf S.A.: EUR 7,000,000 (2022: EUR 7,000,000)
  • Afico S.A.: EUR 6,000,000 (2022: EUR 5,500,000)

The loans are interest-bearing and are repaid according to agreed schedules. The interest rates applied are considered to be at arm's length.

5. Capital Management

The Company's objective when managing capital is to ensure that it maintains a strong credit rating and healthy capital ratios in order to support its business and maximize shareholder value. The capital structure of the Company consists of equity. The Company is not subject to any externally imposed capital requirements.

6. Financial Instruments

The Company's financial instruments consist primarily of cash and cash equivalents and loans to related parties. The Company is exposed to credit risk, liquidity risk, and interest rate risk.

  • Credit Risk: The Company's primary exposure to credit risk relates to its loans to related parties. The Management Board considers this risk to be low due to the financial strength and operational history of the related parties.
  • Liquidity Risk: The Company manages its liquidity risk by holding sufficient cash reserves and ensuring timely repayment of its financial obligations. The Company's cash position is strong, and it has no significant short-term liabilities other than trade payables.
  • Interest Rate Risk: The Company's exposure to interest rate risk is mainly related to its cash deposits. Fluctuations in interest rates can impact the interest income earned. The Company does not actively hedge its interest rate risk.

7. Fair Value Measurement

The Company assesses financial assets and liabilities at fair value at each reporting date. The carrying amounts of financial assets and liabilities are considered to be reasonable estimates of their fair values, given their short-term nature or the use of market-based interest rates.

8. Share Buy-back Program

The Company has the authorization to buy back its own shares. As at June 30, 2023, the Company holds 219 founder shares and 5,904 common shares. No shares were purchased during the financial year 2022/2023.

9. Income Tax

The income tax expense for the year is calculated based on the prevailing corporate tax rates in the Netherlands.

10. Dividend

The Management Board will propose to the General Meeting of Shareholders to distribute a dividend of EUR 0.25 per share for the financial year 2022/2023. No dividends were paid in the current or prior year.

5. Other Information

5.1. Voting rights

Each founder share carries one vote. Each common share carries one vote. As at June 30, 2023, the Company holds 219 founder shares and 5,904 common shares. The total number of voting rights is therefore 6,123.

5.2. Statutory Provisions Concerning The Distribution of Profit

According to Dutch law and the Company's Articles of Association, profits are distributed as follows:
1. Allocation to the reserve as required by law.
2. Allocation to other reserves as decided by the General Meeting of Shareholders.
3. Distribution of dividends to shareholders.

The Management Board has the authority to declare interim dividends, subject to the availability of distributable profits and provided that the solvency of the Company is not jeopardized.

6. Independent auditor’s report# 1.5. Dividend and dividend policy

The Company will propose to pay a dividend of EUR 2 million to the holders of common shares and founder shares over the financial year 2022/2023 in addition to the 7% (EUR 3,000) to the holders of preference shares on the paid-up amount of their preference shares. The dividend policy aims for the continuity of the distribution of dividends to the preference shares and a dividend at least equal to EUR 2 million for the other shares.

1.6. Outlook

Environment and climate change

The Company considered the potential impact of the climate change, which may affect positively and negatively the Company's financial performance. The effects of the climate change on the Company's financial statements in future years remain uncertain. The Management Board considered various documentation in its assessment of the impact, such as the last Intergovernmental Panel on Climate Change (IPCC) reports. The Management Board has considered the potential impact of climate change on its assessment of Expected Credit Losses (ECL), mainly on loans towards Socfinaf and Afico. Given the actual level of knowledge, the Management Board has considered the climate change would not have a material impact on ECL. The Management Board will continue to consider the potential impacts of the climate change in its judgements, and will integrate any new potential impact if this could lead to a material change in the Company's financial statements.

Operational and financing activities

Cash flows of the Company will depend on the proceeds received for the loans, the total amount of which may vary depending on advances and repayments. Financial income should increase in 2023/2024 compared to financial income during the year 2022/2023, due to a higher interest rate on loans and on deposits. The profit should also increase in 2023/2024 compared to the year 2022/2023.

1.7. Risk management

Line of guidance

The purpose of the Company is the exploitation of palm oil and rubber oil, either directly or indirectly. This is a sector risk and we do not have the skills and knowledge to achieve that goal as an operating company. The current policy is therefore to invest indirectly in this sector.

Business risk

As investor in tropical agro business projects, the Company has to deal with potential high risk. That is why the Company is not investing directly in the projects but through well-structured listed companies that have developed the know-how in that business and are designed to manage the risk.

Market risk

There is no direct market risk since the only activity on 30th June 2023 is the cash loan to Socfinaf and Afico. However, the fair value of loans may fluctuate depending on the market.

Credit risk

In 2014, Mopoli entered into a loan agreement with the company Socfinaf. The Management Board considers this loan agreement has a limited credit risk since Socfinaf is a listed company with a low debt ratio. Funds are advanced in the context of new investments and a portion of the loan was already repaid as at 30th June 2023. In 2016, a loan was granted to Afico. This loan has a limited credit risk since the Company has a low debt ratio and a high profitability ratio. The Company established a provision table based on its historical credit loss experience, adjusted for prospective factors specific to the debtors and the economic environment. This leads to the estimation of the expected credit loss as required by IFRS 9. The carrying amount of the asset is reduced through the use of a provision account and the amount of the loss is recognised in the income statement. Due to the low debt ratio of Afico and Socfinaf, the Management Board assessed that the credit risk is very limited and that the expected credit loss is EUR nill for the loans granted (compared to EUR nill for the 2021/2022 period). See also note 2 and 10 of the financial statements. This being said, an uncontrollable factor is the market prices of the raw materials sold by the companies. An important and lasting drop in those prices could affect the companies' ability to service the debt, but Socfinaf's and Afico's have a presence in different geographical markets reducing their exposure to market price risk.

Interest risk

The interest risk is monitored by concluding the loans at a fixed rate, and by a close monitoring of the evolution of interest rate on financial markets.

Liquidity risk

Prudent liquidity risk management implies maintaining cash available for investment opportunities. Mopoli manages cash and short-term deposits according to the needs. Mopoli has limited liquidity risk over the 2022/2023 period.

Hedging of risks

The policy of the Company is not to hedge any of the aforementioned risks.

Modifications

No significant changes are expected to be made to the risk management system.

Climate change risk

The Company considered the potential impact of the climate change, which may impact financial instruments and cash deposits. The effects of the climate change on the Company's financial statements as in future years remain uncertain. The Management Board will continue to consider the potential impacts of the climate change in its judgements, and will integrate any new potential impact if this could lead to a material change in the Company's financial statements.

1.8. Statements of the Management Board

In control statement

With reference to section 5:25c DFSA and best practice provision 1.4.3 of the Dutch Corporate Governance Code, the Management Board states that, to the best of its knowledge:

  • a self-assessment and monitoring is made to review and monitor compliance with Internal Control over Financial Reporting. Therefore, the Management Board report provides sufficient insights in the effectiveness of the internal risk management and control systems;
  • such aforementioned process provides reasonable assurance that the financial reporting does not contain any material inaccuracies;
  • based on the current beneficial state of activities and note 1.E of the Financial Statements, it is justified that the Financial Statements have been prepared on a going concern basis;
  • this Management Board report states those material risks and uncertainties that are relevant to the expectation of the Company’s continuity for the period of 12 months after the date this Management Board report was prepared.

Responsibility statement

The Management Board states that, to the best of its knowledge:

  • the Management Board report provides a fair view of the situation on the balance sheet date and of developments during the financial year of Mopoli whose information has been included in the Financial Statements, together with a description of the main risks the Company faces.
  • The Financial Statements which have been prepared in accordance with IFRS adopted by the European Union and with Part 9 of Book 2 of the Dutch Civil Code give a true and fair view of the assets, liabilities, financial position and comprehensive income of the Company.

Brussels, 2nd November 2023

The Management Board

Mr Hubert FABRI, President
Mr François FABRI, Director

1.9. Governance

1.9.1. Dutch corporate governance code

The Dutch corporate governance code contains principles and best practice provisions on the governance of listed companies and their accountability to their shareholders on this topic. In December 2016 and in December 2022, a revised version of the code was published (the "Code"). The Code was designated as the new corporate governance code by Decree on 7th September 2017 and entered into force as from the financial year 2017. Following the Annual General Meeting relating to the 2019/2020 financial year, new Management and Supervisory Board members had been nominated for appointment, and new policies complying with the Code had been set up.

Exceptions to the compliance with the code:

1.3 Internal audit function

In the absence of an internal audit department, this function is under the responsibility of the Management Board. Adequate control measures are implemented in relation to the operations and size of the Company without specific written plan or report.

1.5 Role of the Supervisory Board (Audit Committee) and 2.3.5 Committee reports

Mr Andrej Bjegovic is the president and only member of the Audit Committee. There is therefore no formal meeting and no Audit Committee report.

2.2.6 Evaluation of the Supervisory Board and 2.2.7 Evaluation of the Management Board

Given the size of the company and in the absence of significant operations during the period, no formal evaluation took place during the financial year 2022/2023. The members of the Supervisory Board and the Management Board carried out continuous evaluations.

2.4.4 Attendance at Supervisory Board meetings

As the members of the Supervisory Board did not formally convene in 2022/2023, the Company does not comply with this best practice provision. However, the members collectively and individually interacted with other members and with the members of the Management Board outside the formal Supervisory Board meetings.

1.9.2. Board structure

Mopoli has a two-tier board structure, consisting of a Management Board and a Supervisory Board. The Management Board is the executive body, entrusted with the management of the Company’s group and is responsible for the continuity, goals, objectives, long-term value creation strategy, policies and results of Mopoli.# 1.9.3. Diversity

Mopoli values diversity and inclusion in all areas of its organisation. Currently Mopoli does not meet the gender diversity targets of one-third for either the Supervisory Board or the Management Board. The Management Board and the Supervisory Board currently consist of only male members. Although the Management Board and Supervisory Board were appointed during the 2020/2021 period there were no female candidates and therefore the Company did not meet diversity targets. The Company set up quotas, explained in Article 2 of Mopoli's diversity policy in order to meet a minimum of 30% male and female representatives by 2024. In the event of a new appointment in the Management Board or the Supervisory Board arises, gender diversity will be on the list of criteria, besides other relevant criteria for the specific vacancy.

1.9.4. Related party transactions

Transactions made with shareholders, Management or Supervisory Board members of the Company are described in note 9 of the financial statements. These transactions with related parties have been done at arm’s length and comply with the best practice provisions 2.7.5. These transactions are described in Note 9 of the Company's financial statements.

1.9.5. Takeover Directive

In accordance with the Dutch Takeover Directive (Article 10) Decree (Besluit artikel 10 overnamerichtlijn) this section provides information regarding the following matters:

a) The Company's capital structure, the types of shares and related rights and obligations, and the percentage of the outstanding share capital represented by each type of share

The authorised capital of the Company of EUR 3,080,000.00 consists of 120,000 ordinary shares with a nominal value of EUR 22.00 each and 1,000 preference shares with a nominal value of EUR 440.00 each. The issued and paid-up share capital of EUR 2,244,000.00 is divided as follows:

  • 100,000 ordinary shares with a nominal value of EUR 22.00 each (listed on Euronext Brussels)
    • – 1 vote per share
    • – 98.04% of the total issued share capital
    • – specific dividend right (see other information of the annual report);
  • 100 preference shares with a nominal value of EUR 440.00 each (not listed on the stock exchange)
    • – 20 votes per share
    • – 1.96% of the total issued share capital
    • – specific annual dividend right of 7% on the paid-up amount
    • – specific rights according to points d) and h).

In addition, 2,400 founder’s shares are issued and outstanding with no nominal value (listed on Euronext Brussels)
* – no voting right
* – specific dividend right (see note 4. Equity and Part 5. Other information of the annual report).

b) Each limitation imposed by the Company on the transfer of shares or depositary receipts for shares

Not applicable: Mopoli does not impose any limitation on the transfer of shares.

c) Interest held in the Company for which a disclosure obligation exists under Articles 5:34, 5:35 and 5:43 of the Dutch Financial Supervision Act (Wet op het Financieel toezicht) ("DFSA")

The following registrations were reported to the Authority for the Financial Markets (Autoriteit Financiële Markten):

Shareholders Number of shares Percentage held Voting rights Date of notification
AFICO L-1650 Luxembourg - - - 18-12-2019
Financière Privée Holding SA L-1650 Luxembourg 79,505* 79.43% 79.81% 18-12-2019
Hubert Fabri CH-1659 Rougemont 100 0.10% 0.10% 18-12-2019
Total Hubert Fabri 79,605 79.53% 79.91% 18-12-2019

* 79,405 ordinary shares and 100 preference shares

d) Special controlling rights attached to shares and the names of the party entitled thereto

With the exception of the resolutions to appoint a Management Board member and to adopt the annual accounts, all resolutions of the General Meeting require the approval of the meeting of holders of preference shares. To the extent the approval is requested in view of a proposal to resolve to dissolve the Company, the approval should be obtained prior to the adoption of the resolution by the General Meeting. As mentioned in point c), the preference shares are indirectly held by Hubert Fabri.

e) The mechanism of control of an arrangement, that awards rights to employees to purchase or acquire shares in the capital of the Company or a subsidiary thereof, if such control is not exercised directly by the employees

Not applicable: the Company does not have an employee share participation plan nor an employee share option plan.

f) Restrictions on the exercise of voting rights, terms for exercising voting rights and the issuance, with cooperation of the Company, of depositary receipts for shares

The founder shares have no voting rights. There are no depositary receipts issued with the cooperation of the Company. There are no limitations on the exercising of voting rights, the periods involved therewith and the issuance of depositary receipts.

g) Each agreement with a shareholder, to the extent known to the Company, that may limit (i) the transfer of shares or depositary receipts for shares or (ii) voting rights

Not applicable: the Company is not aware of any agreement with a shareholder, that may result in a restriction in the transfer of shares or depositary receipts for shares issued with the cooperation of the Company or in a limitation of voting rights.

h) The provisions on the appointment and dismissal of Management and Supervisory Board members and the amendment of the Company's articles of association

The Management Board members and the Supervisory Board members shall be appointed by the General Meeting on the recommendation of the meeting of the holders of preference shares. The General Meeting may pass a resolution to amend the articles of association with a majority of two thirds of the votes cast in a meeting in which at least half of the issued capital is present or represented.

i) The authorities of the Management Board, in particular in relation to the issuance of shares in the capital of the Company and the acquisition by the Company of shares in its own capital

A decision to issue shares may only be taken by the General Meeting of shareholders. The Management Board may only acquire shares in its own capital if the General Meeting has authorised the Management Board to do so. Such authorisation will be valid for a period not exceeding eighteen months. The General Meeting must determine in the authorisation the number of shares which may be acquired, the manner in which they may be acquired and the limits within which the price must be set. By resolution of 23 rd February 2023, the General Meeting of shareholders authorised the Management Board for a period of 18 months as from 23 rd February 2023, to repurchase up to 10% of the issued share capital with due observance of article 2:98 of the Dutch Civil Code. As at 30 th June 2023, the Company holds 5,904 ordinary shares and 219 founder's shares.

j) Important agreements to which the Company is a party and which can be executed, amended or terminated subject to a change of control of the Company following a public bid as referred to in Article 5:70 DFSA, including the effects of such agreements, unless the agreements or effects thereof are such that disclosure may prejudice the Company

Not applicable: there are no agreements with Mopoli that contain change of control provisions.

k) Each agreement of the Company with a board member or employee that relates to a payment upon the termination of employment as a result of a public bid as referred to in Article 5:70 DFSA

Not applicable: there are no agreements with board members or employees that provide for remuneration upon termination of employment as a result of a public bid.

1.9.6. Social and environmental responsibility

Mopoli’s values are very much linked to that of the company Société Financière des Caoutchoucs S.A. ("Socfin") and its subsidiaries (the "Socfin Group"). Mopoli adheres to and supports Socfin’s code of conduct as well as its sustainability commitments. Socfin's commitments and sustainability report are available on Socfin's website (www.socfin.com). As Afico is a small administrative company, its activity and its code of conduct has no material impact on Mopoli's code of conduct.

2. Supervisory Board report

2.1 Report of the Supervisory Board and its committees

Monitoring and consultation with the Management Board

In 2022/2023, the Supervisory Board exercised its duties as required by law and the Statutes. The Supervisory Board also regularly monitored the Management Board and provided advice on the Company’s strategic development and important individual measures, about which the Supervisory Board was regularly informed by the members of the Management Board. Regular topics of discussion were the management of loans and the development of the Company's activity. The members of the Supervisory Board and the members of the Management Board were in regular contact outside of Supervisory Board meetings.

Supervisory Board meetings

In 2022/2023, the members of the Supervisory Board did not formally convene. However, the members of the Supervisory Board collectively and individually interacted with members of the Management Board outside the formal Supervisory Board meetings. The members of the Supervisory Board and the members of the Management Board met regularly for discussions about the Company’s progress. The members of the Supervisory Board devoted sufficient time to engage in their supervisory responsibilities.# Supervisory Board composition

Name Gender Year of birth Nationality Initial appointment date End of current term Role Independent Other positions
Philippe Fabri male 1988 Belgian 2020 2024 Member no Executive Director of Socfin
Daniel Haas male 1963 Belgian 2020 2024 Member no Director of Socfinaf and Socfinasia
Andrej Bjegovic male 1988 French 2020 2024 Chairman yes Permanent representative of Safa on the board of Safacam
Karim Homsy male 1988 Belgian 2020 2024 Vice-chairman yes Financial Director of Socfin

17 members of the Supervisory Board are not considered independent, as they are employees or members of the Management board of Socfin, a company considered as an associated company with Mopoli.

Independence and efficiency review

An important aspect of good corporate governance is the independence of Supervisory Board members and their freedom from conflicts of interest. The Supervisory Board based the assessment of the independence of its members on the recommendations of the Dutch Corporate Governance Code. The independence criteria are described in Article 4 of the Supervisory board rules, based on best practice provision 2.1.7 and 2.1.9 of the Dutch Corporate Governance Code.

According to the Supervisory Board’s assessment:
- 2 of the 4 members of the Supervisory Board are considered to be independent, as the criteria of dependence, described in article 4 of the Supervisory board rules, do not apply to them.
- 2 of the 4 members of the Supervisory Board are considered to be non independent (MM. Philippe Fabri and Daniel Haas), as the criteria of dependence of the Supervisory board rules apply to them.

The Company therefore does not comply with best practice provision 2.1.7ii which states that the total number of supervisory board members to whom the criteria referred to in best practice provision 2.1.8 are applicable should account for less than half of the total number of supervisory board members.

The Supervisory Board does not see any indications that the Supervisory Board role is not performed completely independently. In cases where Supervisory Board members hold supervisory or management positions at companies with which Mopoli has business relations, we see no impairment of their independence.

The Supervisory Board reviews the efficiency of its activities every year in the form of a self- assessment. The Supervisory Board conducted a discussion between its members regarding the cooperation within the Supervisory Board and cooperation with the Management Board. Overall, its members rated the Supervisory Board’s activity as efficient and appropriate.

Committees and Internal Audit

The Supervisory Board has one committee, the Audit Committee. Mr Andrej Bjegovic is the president and only member of the Audit Committee, he has relevant competence in the sector in which Mopoly is operating, also relevant competence in auditing and accounting. Mr Bjegovic being the only member of the Audit Committee, there is therefore no formal meeting.

The Audit Committee is responsible for all the recommendations of the Dutch Corporate Governance Code. Important tasks include providing recommendations to the Management Board on accounting issues and monitoring the financial reporting process, the internal auditing system and its efficiency.

18 In application of the Audit Committee rules, the Audit Committee shall also provide the Supervisory Board with a report of its deliberations. This report should include the methods used to assess the effectiveness of the internal risk management system, of the internal and external audit processes, material considerations regarding financial reporting and the way material risks and uncertainties have been analysed and discussed.

With regard to Internal Audit, adequate control measures are implemented in relation to the operations and size of the Company. Therefore, the current internal control system is efficient.

Dutch Corporate Governance Code

The information and exceptions linked to the corporate governance statement are integrated in point 1.9.1 of the Management Board report.

Financial Statements 2022/2023

The financial statements of the Company for 2022/2023, as presented by the Management Board, have been audited by Ernst & Young Accountants LLP, the independent external auditor appointed by the General Meeting of shareholders. These financial statements have been approved by the Management Board.

The Management Board recommend to shareholders that they adopt the 2022/2023 financial statements, and that they adopt the proposal of the Management Board to make a distribution of EUR 2 million to the holders of common shares and founder shares, against the net income during the 2022/2023 period.

Related party transactions

The Supervisory Board became aware of the transactions made with shareholders, Management or Supervisory Board members of the Company described in note 9 to the financial statements and has approved them.

2.2. Remuneration Report (article 2:135b of the Dutch Civil Code)

The remuneration of the Management Board members and the Supervisory Board members is regulated by the Remuneration Policy. The Remuneration Policy has been adopted by the General Meeting of 17th December, 2020 (by 100% of the vote) and is available on the website of the Company, in line with article 2:135a of the Dutch civil code. The Remuneration Policy was directly and fully implemented after its adoption. It supports improving the Company’s overall performance and enhancing the long-term value of the Company by attracting and retaining qualified talent to perform the Supervisory Board’s duties acting in accordance with the interests of the Company and its stakeholders.

The Annual General Meeting, relating to the financial year 2022/2023 approved the remuneration report presented during the meeting. As Mopoli has no employees, there is no internal pay ratio included in the Remuneration report.

19 The Supervisory Board dependent members did not receive any remuneration for the work they performed during the financial year 2022/2023 (no remuneration during the financial year 2021/2022). The independent Supervisory Board members (M. Andrej Bjegovic and Mr Karim Homsy) received a remuneration of EUR 5,000 for the work performed during the financial year 2022/2023, compared to a remuneration of EUR 5,000 during the financial year 2021/2022. The Audit Committee member (Mr Andrej Bjegovic) received a remuneration of EUR 5,000 for the work he performed during the financial year 2022/2023, compared to a remuneration of EUR 5,000 during the previous period.

In € ‘000 2018/19 2019/20 2020/21 2021/22 2022/23
Management Board Remuneration 0 0 0 0 0
Supervisory Board Remuneration none none 10 10 10
Audit Committee none none 5 5 5

The Remuneration Policy only allows a fixed fee to the independent members of the Supervisory Board. The non-independent members of the Management Board and the Supervisory Board did not receive any remuneration for the work they performed during the financial year 2022/2023, in compliance with the Remuneration Policy. As the financial performance of the Company remains stable over the years, no scenario analyses have been considered in the Remuneration Report.

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3. Events after the balance sheet date

On 23rd October 2023, the General Meeting approved the results of year ending 30 June 2022 and distribution of a EUR 2 million dividend to the shareholders. This dividend will be paid before the end of second semester 2023. As this dividend was approved after 2022/2023 closing period, the distribution of this dividend will be considered in Mopoli's 2023/2024 financial statements.

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4. Financial Statements

4.1. Statement of financial position (before appropriation of profit/loss)

As at 30th June 2023 (in thousands of euro)

Notes 30th June 2023 30th June 2022
NON-CURRENT ASSETS 9,000 8,500
I. Other receivables 2 9,000
CURRENT ASSETS 48,372 47,884
II. Other receivables 2 20,342
III. Other current assets 5 3
IV. Cash and short-term deposits 3 28,025
TOTAL ASSETS 57,372 56,384

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EQUITY AND LIABILITIES (before appropriation of profit/loss) (in thousands of euro)

Notes 30th June 2023 30th June 2022
EQUITY 57,056 56,274
I. Share capital 4 2,244
II. Statutory reserves 4 301
III. Available reserves 4 523
IV. Result of the year 4 779
V. Retained earnings 4 56,583
VI. Treasury Shares 4 -3,374
CURRENT LIABILITIES 316 110
VII. Trade and other payables 5 223
VIII. Other current liabilities 93
TOTAL EQUITY AND LIABILITIES 57,372 56,384

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4.2. Statement of comprehensive income

For the year-ended 30th June 2023 (in thousands of euro)

Notes 2022/2023 2021/2022
I. Revenue - -
A. Dividends - -
B. Other operating revenues - -
II. Other operating expenses -268 -456
A. Administrative costs -268 -456
B. Other operating expenses - -
Operating profit -268 -456
III. Financial income 6 1,394
IV. Financial expenses 6 -74
Profit before tax 1,052 522
V. Income tax expense 7 -273
Profit for the year 779 391
Other comprehensive income - -
Total comprehensive income for the year, net of tax 779 391
Earnings per share (profit for the year attributable to common shares) : 8
Basic earnings per share 5.14 2.83
Diluted earnings per share 5.14 2.83
Earnings per share (profit for the year attributable to founder shares) : 8
Basic earnings per share 147.78 61.90
Diluted earnings per share 147.78 61.90

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4.3. Statement of cash flows

For the year-ended 30th June 2023 (in thousands of euro)

Notes 2022/2023 2021/2022
Profit for the year 4 779
Adjustments for:
Interest income 6 -1,394
Interest cost 6 18
Income tax incurred 7 273
Changes in working capital
Variation trade payables 5 132
Variation other current liabilities 5 -16
Variation other receivables (excl.
As at 30th June 2023 Number of shares (Note 4) Share capital Statutory reserves Available reserves Retained earnings Profit for the year Treasury shares Total (in thousands of euro)
EUR EUR EUR EUR EUR EUR EUR EUR EUR
Balance as at 30th June 2021 102,500 2,244 301 523 55,852 340 -3,374 55,886
Profit for the year 391 391
Total comprehensive income for the year - - - - - 391 - 391
Dividends -3 -3
Transfer from previous year 340 -340 -
Amendment to the articles of association -
Treasury shares -
Balance as at 30th June 2022 102,500 2,244 301 523 56,189 391 -3,374 56,274
Profit for the year 779 779
Total comprehensive income for the year - - - - - 779 - 779
Dividends 3 3
Transfer from previous year 391 -391 -
Balance as at 30th June 2023 102,500 2,244 301 523 56,583 779 -3,374 57,056

See note 4 for details.

4.5. Notes to the Financial Statements

Note 1: Accounting Principles and Methods of Appraisal

A. Corporate information

Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. (hereafter referred to as Mopoli or the Company) is a public limited company governed by Dutch law, subject to all legislative texts applicable to commercial companies in the Netherlands. It is registered at the Dutch Chamber of Commerce under number 27035538. Its registered offices are located at 10, Koningin Julianaplein 2595 AA The Hague, the Netherlands, and its administrative headquarters are located at 2, Place du Champ de Mars, 1050 Brussels, Belgium. The Company is listed on Euronext Brussels. Mopoli is a company investing in agro industry projects.

B. Accounting policies

Statement of compliance

In application of European Regulation no. 1606/2002 of 19th July 2002 on International Accounting Standards, the accounts for the 2022/2023 financial period have been prepared in conformity with IFRS (International Financial Reporting Standards) as adopted by the European Union and with Part 9 of Book 2 of the Dutch Civil Code. This reference system includes the International Accounting Standards and interpretations issued by the International Financial Reporting Interpretation Committee (IFRIC) and its predecessor, the Standard Interpretation Committee (SIC). The financial statements have been prepared on a historical cost basis. On 2nd November 2023, the Management Board has approved the financial statements as at 30th June 2023, that need to be validated at the Annual General Meeting. The financial statements are presented in euros and all values are rounded to the nearest thousand (‘000) except when otherwise indicated.

Significant judgements, estimates and assumptions

In the process of applying the Company’s accounting policies, management may have to use its judgements and assumptions, and made estimates in determining amounts recognised in the financial statements. Uncertainty about these assumptions and estimates could result in outcomes that require a material adjustment to the carrying amount of assets or liabilities affected in future periods. Significant accounting policies, for which the Company has used its judgement, mainly concern the application of IFRS 9 (Note 10). In the process of applying the company’s accounting policies, management has made various judgements. Those judgements that management has assessed to have the most significant impact on the amounts recognised in the financial statements are discussed in the individual notes to the related financial statement line items. The company based its assumptions and estimates on parameters available when the financial statements were prepared. However, existing circumstances and assumptions about future developments may change due to market changes or circumstances that are beyond the company's control. Such changes are reflected in the assumptions when they occur. The recoverability of other receivables is assessed by a regular control of the financial position of the parties of the loans. Over the previous years, a substantial portion of the loan has been recovered, and no impairment has been booked on these receivables. Consequently, no expected credit losses have been booked over these loans, based on historical data. A treasury agreement was signed with Socfinaf. Since the amount paid can be claimed on demand, this transaction has been recognised as a current receivable. Despite the fact that this loan is outstanding since 20th November 2014, the Management consider it as a current receivable. Indeed, a substantial portion of this loan has been recovered over the previous years.

Climate effect

The Company considered the potential impact of the climate change, which may affect the financial performance of the Company. Climate change may impact financial instruments and cash deposits: the Company considered the potential impact of climate effect on debtor's ability to pay. The effects of the climate change on the Company's financial statements in future years remain uncertain. The Management Board considered various documentation in its assessment of the impact, such as the last Intergovernmental Panel on Climate Change (IPCC) reports. The Management Board has considered the potential impact of climate change on its assessment of Expected Credit Losses (ECL), mainly on loans towards Socfinaf and Afico. Given the actual level of knowledge, the Management Board has considered the climate change would not have a material impact on ECL. The Management Board will continue to consider the potential impacts of the climate change in its judgements, and will integrate any new potential impact if this could lead to a material change in the Company's financial statements. At closing period, there is no material impact on the Company's financial statements.

Risk Management Policies

Line of Guidance

The purpose of the Company is the exploitation of palm oil and rubber oil, either directly or indirectly. This is a sector of risk given that in certain producing countries, the political system and economic stability remain fragile and could lead to currency devaluation or hyperinflation as well as expropriation. The current policy is therefore to invest indirectly in this sector and in different countries.

Business risk

As investor in tropical agro business projects, the Company has to deal with potential high risk (see previous paragraph). That is why the Company is not investing directly in the projects, but through well structured listed companies, that have developed the know-how in that business and are designed to manage the risk.

Market risk

There is no direct market risk since the only activity as at 30th June 2023 is the cash loan to Afico and Socfinaf. However, the fair value of loans may fluctuate depending on the market.

Interest risk

This risk includes an impact in cash flows relating to long-term loans, if concluded on a variable rate or including a component linked to a variable rate, and the base interest rates on cash and cash equivalents. The interest risk is monitored by concluding the loans at a fixed rate, and by a close monitoring of the evolution of interest rate on financial markets.

Credit risk

In 2014, Mopoli entered into a loan agreement with the company Socfinaf. Mopoli considers there is a limited credit risk since Socfinaf is a listed company with a low debt ratio. Funds are advanced in the context of new investments and a portion of the loan has already been repaid over the previous years. In 2016, a loan was granted to Afico. This loan bears a limited credit risk since the company has a low debt ratio and a high profitability ratio. The Company established a provision table based on its historical credit loss experience, adjusted for prospective factors specific to the debtors and the economic environment. This leads to the estimation of the expected credit loss as required by IFRS 9. The carrying amount of the asset is reduced through the use of a provision account and the amount of the loss is recognised in the income statement. Mopoli assessed the expected credit loss to be almost 0, see also Note 2 and Note 10 of the financial statements. This being said, an uncontrollable factor is the market prices of the raw materials sold by the companies. An important and lasting drop in those prices could affect the companies' ability to service the debt, but Socfinaf's and Afico's have a presence in different geographical markets reducing their exposure to market price risk.

Liquidity risk

Prudent liquidity risk management implies maintaining cash available for investment opportunities. Mopoli manages cash and short-term deposits according to the needs. Mopoli has limited liquidity risk over the 2022/2023 period.

Hedging of risks

The policy of the Company is not to hedge any of the aforementioned risks.

Modifications

No significant changes are expected to be made to the risk management system.

C. Summary of significant accounting policies

Conversion of foreign currency transactions

No foreign currency transactions occurred and were subject to conversion. The functional currency is the euro.

Revenue recognition and financial income

The company has no revenues, as the Company's activity is to invest in agro industry projects. Financial income correspond to interest accrued on loans, calculated using the effective interest rate method. Dividends from investments are accounted upon establishment of the right of the shareholders to receive payment.Financial charges In prior years the cost mostly comprised of interest charges due to negative interest rates on Company’s deposits. Following the increase of interest rates and becoming positive in 2022/2023 the Company does not incur charges anymore.

Income tax The Company calculates income tax expense in compliance with the applicable tax legislation. According to IAS 12 standard “Income Taxes”, any temporary difference between the accounting values of the assets and liabilities and their tax bases will give rise to the computation of a deferred tax, using the tax rate adopted, or substantively-adopted, at balance sheet date. Deferred tax assets are recognised to the extent that it is probable that taxable profit will be available. This assessment is made annually. 30 Current income tax assets and liabilities are measured at the amount expected to be recovered from or paid to the taxation authorities. Current income tax relating to items recognised directly in equity is recognised in equity and not in the statement of profit or loss. Management periodically evaluates positions taken in the tax returns, with respect to situations in which applicable tax regulations are subject to interpretation, and establishes provisions where appropriate. This assessment is made annually. A reconciliation between effective income tax rate and local tax rate is performed and disclosed annually.

Financial assets The loans bearing interest are initially recorded at fair value, less direct costs of issue. Financial income is added to the carrying amount of the instrument to the extent that it is not received in the period in which it occurs. The Company's business model for financial assets management refers to the way it manages its financial assets in order to generate cash flows: financial assets are classified and measured at amortised cost, as they are held in a business model with the objective of holding financial assets to collect contractual cash flows. The Company applies the low credit risk simplification: at every reporting date, the Company evaluates whether the financial asset is considered to have low credit risk using all reasonable and supportable information that is available without undue cost or effort. In addition, the Company considers that there will be a significant increase in credit risk when contractual payments are more than 30 days past due. In addition to the low credit-risk simplification explained above, if the recoverable amount of a financial asset is estimated to be less than its carrying amount, the carrying amount of the asset is reduced to its recoverable amount. These impairment losses are immediately recognised as expenses in the income statement. When an impairment loss recognised in a prior period no longer exists or needs to be written down, the carrying amount of the asset is increased to the extent of the revised estimate of its recoverable amount. However, this increased carrying amount may not exceed the carrying amount that would have been determined if no impairment loss had been recognised for the asset in prior years. The reversal of an impairment loss is recognised immediately in income in the income statement. A financial asset (or, where applicable, a part of a financial asset or part of a group of similar financial assets) is derecognised when:
- the rights to receive cash flow from the asset have expired;
- the Company retains the right to receive cash flows from the asset, but has assumed an obligation to pay them in full without material delay to a third party under a ‘pass through’ arrangement; or
- the Company has transferred its right to receive cash flows from the asset and either (a) has transferred substantially all the risks and rewards of the asset, or (b) has neither transferred nor retained substantially all the risks and rewards of the asset, but has transferred control of the asset.
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When the Company has transferred its rights to receive cash flows from an asset and has neither transferred substantially all the risks and rewards of the asset nor transferred control of the asset, the asset is recognised to the extent of the Company’s continuing involvement in the asset. Continuing involvement that takes the form of a guarantee over the transferred asset is measured at the lower of the original carrying amount of the asset and the maximum amount of consideration that the Company could be required to repay.

Other receivables Trade and other accounts receivables are current financial assets initially recognised at fair value; this generally corresponds to the nominal value, in the absence of a significant discounting effect. Upon each closing, the receivables are appraised at amortised cost, using the effective interest rate method, minus any losses in value taking account of any possible risk of expected credit losses according to IFRS 9.

Cash assets and cash-equivalents Cash and cash-equivalents consist of cash in hand, bank balances and short-term deposits in money market instruments. These investments, with maturities less than three months, are easily convertible into cash, and are subject to negligible risks of changes in value and risks of non-transferability.

Trade and other payables Other financial liabilities (trade payables, other payables) represent liabilities for goods and services provided to the company prior to the end of the financial year that are unpaid. The amounts are unsecured and are usually paid within 30-60 days of recognition. Trade and other payables are presented as current liabilities unless payment is not due within twelve months after the reporting period. They are initially recognised at their fair value and subsequently measured at amortised cost using the effective interest rate method. The fair value of other financial liabilities is estimated to be close to the carrying amount, as these payables are due with a short-term maturity. Other financial liabilities are derecognised when the obligation under the liability is discharged or cancelled or expires.

Segment reporting No segment reporting is disclosed, since the business segment is unique, i.e., finance, and since the geographical segment is also unique (Belgium).

Cash flow statement The cash flow statement is prepared by using the indirect method. The cash flow statement distinguishes operating, investing and financing activities. Payments and receipts of corporate taxes as well as dividends and interest received are included in cash flows from operating activities. Dividends paid and interest paid are part of the cash flow from financing activities.
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Treasury shares Ordinary shares are classified as share capital Own equity instruments that are reacquired (treasury shares) are recognised at cost and deducted from equity. No gain or loss is recognised in profit or loss on the purchase, sale, issue or cancellation of the Company's own equity instruments. Any difference between the carrying amount and the consideration, if reissued, is recognised in the share premium.

D. IFRS Standards and IFRIC Interpretations

The Company does not expect the adoption of the standards and amendments described below to have a material impact on its consolidated financial statements, nor anticipate early adoption of new accounting standards, amendments and interpretations.

New and amended standards and interpretations applicable as at 1st January 2023

  • IFRS 17 "Insurance Contracts" and its amendments: establishes principles for the recognition, measurement and presentation of insurance contracts. Under IFRS 17, insurance performance should be measured at its current execution value and provide a more consistent measurement and presentation method for all types of insurance contracts. IFRS 17 replaces IFRS 4 "Insurance contracts" and its interpretations.

  • Amendments to IAS 12 "Deferred Tax related to Assets and Liabilities arising from a Single Transaction": the amendments narrowed the scope of the recognition exemption in paragraphs 15 and 24 of IAS 12 (recognition exemption) so that it no longer applies to transactions that, on initial recognition, give rise to equal taxable and deductible temporary differences.

  • Amendments to IAS 1, IFRS Practice Statement 2 "Making Judgments about Materiality" and IAS 8: the amendments are intended to assist preparers in determining the accounting policies to be presented in their financial statements, to further enhance the importance in determining the accounting policies, and to distinguish changes in accounting estimates from changes in accounting policies.
    33

Standards issued but not yet effective, or not yet endorsed as at 30th June 2023

  • On 23rd January 2020, the IASB published amendments to IAS 1 "Presentation of Financial Statements" on the classification of liabilities as current and non-current in order to establish a more general approach to the classification of liabilities under IAS 1, based on an analysis of contracts existing at the balance sheet date. The amendments include clarification of the requirements for classifying liabilities that a company could settle by converting them into equity. On 15th July 2020, the IASB deferred the effective date of the amendments. On 31st October 2022, the IASB issued "Non-current Liabilities with Covenants" to clarify how conditions with which an entity must comply within twelve months after the reporting period affect the classification of a liability. The amendments are effective for reporting periods beginning on or after 1st January 2024.

  • On 22nd September 2022, the IASB issued amendments to IFRS 16 "Lease Liability in a Sale and Leaseback", that clarify how a seller-lessee subsequently measures sale and leaseback transactions that satisfy the requirements in IFRS 15 to be accounted for a sale. The amendment does not change the accounting for leases unrelated to sale and leaseback transactions.The amendment applies retrospectively to annual reporting periods beginning on or after 1st January 2024, with early adoption permitted.

  • On 23rd May 2023, the IASB issued amendments to IAS 12 "International Tax Reform – Pilar Two Model Rules" in order to respond to concerns about the potential implications of OECD Pillar Two model rules. The amendments introduce a mandatory exception in IAS 12 from recognising and disclosing deferred tax assets and liabilities related to Pillar Two income taxes, and disclosure requirements for affected entities to help users of the financial statements understand better exposure to Pillar Two income taxes arising from that legislation, particularly before its effective date. The amendments apply to annual reporting periods beginning on or after 1st January 2023.

  • On 25th May 2023, the IASB issued amendments to IAS 7 and IFRS 7 "Supplier Finance Arrangements": the amendments clarify the characteristics of an arrangement for which an entity is required to provide the information. They also require entities to disclose information enabling users to assess how supplier finance arrangements affect an entity’s liabilities and cash flows, such as the terms and conditions of these arrangements and the carrying amount of supplier finance arrangement financial liabilities. The amendments apply to annual reporting periods beginning on or after 1st January 2024.

  • On 25th August 2023, the IASB issued amendments to IAS 21 "Lack of Exchangeability". The amendments clarify how an entity should assess whether a currency is exchangeable, how it should determine a spot exchange rate when exchangeability is lacking, and specify information disclosures to enable users of financial statements to understand the impact of a currency not being exchangeable. The amendments apply prospectively to annual reporting periods beginning on or after 1st January 2025, with early adoption permitted.

The Company does not expect the adoption of these amendments to have a material impact on its consolidated financial statements, nor anticipate early adoption of new accounting standards, amendments and interpretations.

E. Going concern and impact of the COVID-19 pandemic

Going concern

The financial statements have been prepared on a going concern basis which assumes that the Company will generate cash flows to continue in the foreseeable future. As at 30th June 2023, the current assets widely exceed current liabilities, as:
- the current assets amount to EUR 48.4 million;
- the current liabilities amount to EUR 0.3 million.
There are no new loans in the future, considered in the foreseeable future of the Company, at closing period.

F. Geopolitical uncertainties

In February 2022, a number of countries (including the US, UK and EU) imposed sanctions against certain entities and individuals in Russia as a result of the official recognition of the Donetsk People Republic and Lugansk People Republic by the Russian Federation. Announcements of potential additional sanctions have been made following military operations initiated by Russia against the Ukraine on 24th February 2022.
On 7th October 2023 Palestinian militant groups led by Hamas launched a coordinated surprise offensive on Israel. Following this attack, thousands of Israeli troops moved across the country as Israel prepares for a possible ground invasion.
Due to the geopolitical tensions, since February 2022, there has been a significant increase in volatility on the securities and currency markets. The conflicts have had a significant impact on the financial markets, with many investors concerned about the potential for further escalation and the impact on global trade and economic growth.
Although neither the Company’s performance and going concern nor operations, have been significantly impacted by the above during 2022/2023 period, the Management Board continues to monitor the evolving situation and its impact on the financial position and results of the Company.

Note 2: Other receivables

(in thousands of euro)

30th June 2023 30th June 2022
Loan granted 29,000 28,500
Provision under expected life-cycle credit loss model - -
Other receivables 53 50
Interest to be received on loan granted 289 292
Total of Trade and other receivables 29,342 28,842
Trade and other receivables whose recovery is awaited 1 year at the most 20,342 20,342
Trade and other receivables whose recovery is awaited between 1 and 5 years (*) 9,000 8,500
Trade and other receivables whose recovery is awaited at more than 5 years - -

The loan of Socfinaf is unchanged to EUR 20,000,000. This loan bears an interest rate of 4% and has an indefinite term, but it can be recalled at any time. An amount of EUR 500.000 was granted in October 2022 to Afico, for a remaining balance of EUR 9,000,000 (compared to an amount of EUR 1,000,000 reimbursed by Afico during the period 2021/2022). This loan bears an interest rate of 4% and the term is fixed at 31st December 2024. There is due interest on the loans to Socfinaf and Afico for the last quarter. These 2 loans are receivables on related parties. See note 9 for more details about these related parties loans.

Note 3: Cash and cash equivalents

Cash and cash-equivalents consist of cash in hand, bank balances and short-term deposits.

(in thousands of euro)

30th June 2023 30th June 2022
Cash at banks and in hand 1,771 27,539
Short-term deposits 26,254 -
Cash and cash equivalents 28,025 27,539

There are not undrawn borrowing facilities. There is no restriction to the availability of cash and cash equivalents. Short-term deposits have a maturity comprised between 2 weeks and 1 month, they are remunerated at market rate.

Note 4: Equity

Share capital

(in units)

Common shares Preferred shares Founder shares
Number of shares as at 30th June 2021 100,000 100 2,400
Changes during the year - - -
Number of shares as at 30th June 2022 100,000 100 2,400
Changes during the year - - -
Number of shares as at 30th June 2023 100,000 100 2,400
Number of ordinary shares issued, fully paid 100,000 100 2,400

The subscribed and fully paid capital of EUR 2,244,000 is represented as follows:
- 100,000: Common shares of a nominal value of EUR 22.00 (listed on Euronext Brussels)
- 100: Preferred stock of a nominal value of EUR 440.00 (not listed)
- 2,400: Founder shares with no nominal value. (listed on Euronext Brussels)

At year end, the Company owned 5,904 (30th June 2022: 5,904) of its own common shares, and 219 (30th June 2022: 219) of its founder shares. The extraordinary General Meeting as at 10th June 2008 authorised the Company to acquire its own shares. Since then, this authorisation has been extended regularly and is still applicable as at 30th June 2023, however the availability of shares is limited. As at 30th June 2023, 219 founder shares and 5,904 common shares have been bought back for a total of EUR 3.4 million, deducted from the Shareholder’s equity.

As at 1st January 2020, pursuant the provision of Dutch Conversion Act (wet omzetting aandelen aan toonder), 1,517 common shares and 148 founder shares were converted into registered shares by operation of law and have lost their voting right and right to dividends. This leads to the following overview of shares outstanding:

Shares outstanding

(in units)

Common shares Preferred shares Founder shares
Number of shares outstanding as at 30th June 2021 92,579 100 2,033
Changes during the year - - -
Number of shares outstanding as at 30th June 2022 92,579 100 2,033
Changes during the year - - -
Number of shares outstanding as at 30th June 2023 92,579 100 2,033

Reserves

(in thousands of euro)

Statutory reserves Available reserves Not distributable Distributable
30th June 2021 301 523
Changes during the year - -
30th June 2022 301 523
Changes during the year - -
30th June 2023 301 523

The statutory reserves were relative to article 36.1.b.(i) of the Company statutes. These reserves are no more funded as they reached 10% of the capital. The General Meeting of December 2020 adapted the share capital when amending the Company's articles of association. “The issued and paid-up capital in the amount of EUR 2,314,279.10 is, in accordance with section 2:67a paragraph 1 DCC, hereby converted into EUR 2,244,000, divided into 100,000 ordinary shares, with a nominal value of EUR 22 each and 100 preference shares, with a nominal value of EUR 440 each.” The funds relating to this adjustment (EUR 70,279.10) are included in the statutory reserves following the decision of the General Meeting and is not-distributable in accordance with section 2:67a paragraph 3 of the DCC. The available reserves were build up until 1995. The profits of the year were allocated to these reserves instead of the retained earnings. They are no more funded and can be distributed or allocated to another equity account based on a decision of the General Meeting.

Distribution of profit

Retained earnings

Result for the year (in thousands of euro)
30th June 2021 55,852
Profit of the year 340
Dividends -3
Transfer from previous year -340
30th June 2022 56,189
Profit of the year 391
Dividends -3
Transfer from previous year -391
30th June 2023 56,583

PROPOSAL FOR DISTRIBUTION OF PROFIT

(in thousands of euro)

The Management Board submits the following proposal for the distribution of income and attribution of dividends to the approval of the General Meeting for Shareholders in accordance with article 36 of the Articles of Association. The purchased treasury shares restrict the distributable reserves.# Note 5: Trade and other payables
(in thousands of euro)

30 th June 2023 30 th June 2022
Trade 222 90
Other payables - current taxes 93 -
Other payables - others 1 20
Total of trade and other payables 316 110
Trade and other payables whose recovery is awaited 1 year at the most 316 110

Note 6: Financial income and expenses

(in thousands of euro)

2022/2023 2021/2022
Interests -18 -198
Other financial costs -56 -2
Total of financial costs -74 -200
Interests 1,394 1,178
Other financial revenue 1,394 1,178
Financial result 1,320 978

The interest received is mainly related to the loan granted to related parties, bearing a higher interest rate than the bank account. During the 2022/2023 period, the interest rate was +2.1% compared to -0.5% during the 2021/2022 period. Following the increase of the interest rates on the European market during the 2022/2023 period, the Company does not incur anymore financial expenses on its cash and cash equivalents.

Note 7: Income tax

Components of income tax expense
(in thousands of euro)

2022/2023 2021/2022
Current income tax 273 131
Current income tax previous year - -
Income tax expense 273 131
Profit before tax 1,052 522
Income tax -273 -131
Profit after tax 779 391
Effective income tax rate 26% 25%

Reconciliation of income tax expense

2022/2023 2021/2022
Profit before tax 1,052 522
Non-deductible expenses - -
Revenue exempt from tax - -
Specific tax regime 40 -
Taxable profit 1,092 522
Applicable local rate 25% 25%
Tax at the applicable local rate 273 131

Note 8: Earnings per share

Basic earnings per share amounts are calculated :
- Earnings per common share: by dividing net profit for the year attributable to common equity holders of the parent by the weighted average number of common shares outstanding during the year;
- Earnings per founder share: by dividing net profit for the year attributable to founder shares by the weighted average number of founder shares outstanding during the year.

The Company did not issue any financing instrument requiring to disclose a diluted earnings per share.

(in thousands of euro)

2022/2023 2021/2022
Numerator
Net profit from continuing operations 779 391
Preference dividends -3 -3
Net profit 776 388
Net profit attributable to common shares 476 262
Net profit attributable to founder shares 300 126
Denominator
Weighted average number of common shares 92,579 92,579
Weighted average number of founder shares 2,033 2,033
Net profit attributable to common shares per common share (in euro) 5.14 2.83
Net profit attributable to founder shares per founder share (in euro) 147.78 61.90

Net profit is allocated as follows:
- At first, 7% of the value of the preference shares is distributed as a preference dividend, amounting to EUR 3T for the 2022/2023 period (EUR 3T for the 2021/2022 period).
- Secondly, the common shares are entitled to a 5% interest distribution on the subscribed and fully paid share capital, common shares (2023: EUR 108T, 2022: EUR 108T).
- After this allocation, 55% of the remaining Net profit is allocated to common shares (2023: EUR 368T, 2022: EUR 154T) and 45% is allocated to founder shares (2023: EUR 300T, 2022: EUR 126T).

Note 9: Related parties

(in thousands of euro)

30 th June 2023 30 th June 2022
Management Board (1) - -
Supervisory Board (1) 15 15

(1) Amount actually paid during the financial year

According to a declaration of participation (18 th December 2019), Hubert Fabri holds directly or indirectly 89% of ordinary shares and 100% of the preferred shares of Mopoli. Hubert Fabri also holds a majority interest in Socfin and Afico. During the period 2022/2023, the Company paid an amount of EUR 84,106 for administrative assistance to Centrages (2021/2022: EUR 78,650), a company indirectly held by Socfin. All administrative and accounting services are provided by Centrages. The Company has granted a loan of EUR 35.0 million to Socfinaf, a company affiliated to Socfin. This loan bears an interest rate of 4% and has an indefinite term, but it can be recalled at any time. Socfinaf repaid EUR 15.0 million during 2016-2017. The remaining balance as at 30 th June 2023 is EUR 20.0 million. The Company has granted a loan of EUR 10.0 million to Afico, a shareholder company. This loan bears an interest rate of 4% and the term is fixed at 31 th December 2024. Afico repaid EUR 1.5 million between 2017 and June 2022. During the 2022/2023 period, an additional amount of EUR 0.5 million was granted in October 2022. The remaining balance as at 30 th June 2023 is EUR 9.0 million. These loans are measured at amortised cost, which is equal to the nominal value of the loan. The fair value of the loan granted to Socfinaf equals the valuation at amortised cost, as the loan has an indefinite term, but can be recalled at any time. The fair value of the loan granted to Afico has been estimated at EUR 9.0 million as at closing period, compared to a fair value of EUR 8.9 million as at 30 th June 2022 (see also Note 11). No guarantees have been issued on these loans. A provision for doubtful debts related to the amount of outstanding loans granted to Socfinaf and Afico is not deemed necessary. The transactions with related parties are done at arm’s length.

Note 10: Expected Credit Loss

The Company recognises an allowance for expected credit losses for financial assets carried at amortised cost. Expected credit losses are based on the difference between the contractual cash flows due in accordance with the contract and all the cash flows that the Company expects to receive. All reasonable and supportable information was considered. Examples of indicators identified included the average historical losses, the history of periods for payment of interest quarterly and the profitability of the activity of the borrower. The financial assets were also individually assessed. There was no material adjustment made because of the tenor of the loan.

Note 11: Fair value

Fair value, which is determined for disclosure purposes, is calculated based on the present value of future principal and interest cash flows, taking into consideration the non-performance risk. The different fair value hierarchy levels have been defined as follows:
- Level 1: quoted prices (unadjusted) in active markets for identical assets or liabilities.
- Level 2: inputs other than quoted prices included within Level 1 that are observable for the asset or liability, either directly (that is, as prices) or indirectly (that is, derived from prices).
- Level 3: inputs for the asset or liability that are not based on observable market data (that is, unobservable inputs).

For elements recognised in the financial statements at fair value on a recurring basis, the Company determines whether transfers have occurred between levels in the hierarchy by re- assessing categorisation (based on the lowest level input that is significant to the fair value measurement as a whole) at the end of each reporting period. There have been no transfer between levels in the fair value hierarchy during the period 2022/2023 nor 2021/2022.

(in thousands of euros)

2022/2023 2021/2022
Carrying amount Fair value
Financial assets
Other receivables (loans) 29,000 29,027
Other receivables (interests) 342 342

The carrying amount does not materially differ from the estimated fair value because the loans are repayable either on demand at the option of the borrower or within 18 months. As there is no active market with a quoted price for these assets (level 1 inputs), nor other observable inputs (level 2 inputs), the fair value of other receivables is assessed based on internal elements (level 3), e.g. no difficulties to reimburse from the borrowers. The fair value of other receivables is assessed based on internal elements (level 3). The calculation of the fair value is based on the discounted cash flow of the loan. The fair value is calculated as the present value of the future principal and interest cash flows. The inputs for the calculation are the interest rate as agreed in the loan agreement and the discount factor is calculated as the difference between the interest rate on the loan and the market interest rate.

Note 12: Off balance sheet rights and commitments

(in thousands of euro)

30 th June 2023 30 th June 2022
Statutory deposits - -
Total of rights and commitments received - -

Note 13: Subsequent events

On 23 rd October 2023, the General Meeting approved the results of year ending 30 June 2022 and distribution of a EUR 2 million dividend to the shareholders. This dividend will be paid before the end of second semester 2023. As this dividend was approved after 2022/2023 closing period, the distribution of this dividend will be considered in Mopoli's 2023/2024 financial statements.

Note 14: Board remuneration

No remuneration was paid to Management Board members this year (no remuneration paid to board members in 2021/2022).# 6. Independent auditor’s report

To: the shareholders and supervisory board of Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V.

Report on the audit of the financial statements for the year ended 30 June 2023 included in the annual report

Our opinion

We have audited the financial statements for the financial year ended 30 June 2023 of Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. based in The Hague. In our opinion the accompanying financial statements give a true and fair view of the financial position of Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. as at 30 June 2023 and of its result and its cash flows for the year then ended in accordance with International Financial Reporting Standards as adopted by the European Union (EU-IFRS) and with Part 9 of Book 2 of the Dutch Civil Code.

The financial statements comprise:

  • The statement of financial position as at 30 June 2023
  • The following statements for the year then ended: the income statement, the statement of comprehensive income, changes in equity and cash flows
  • The notes comprising a summary of the significant accounting policies and other explanatory information

Basis for our opinion

We conducted our audit in accordance with Dutch law, including the Dutch Standards on Auditing. Our responsibilities under those standards are further described in the Our responsibilities for the audit of the financial statements section of our report.

We are independent of Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. in accordance with the EU Regulation on specific requirements regarding statutory audit of public-interest entities, the “Wet toezicht accountantsorganisaties” (Wta, Audit firms supervision act), the “Verordening inzake de onafhankelijkheid van accountants bij assurance-opdrachten” (ViO, Code of Ethics for Professional Accountants, a regulation with respect to independence) and other relevant independence regulations in the Netherlands. Furthermore we have complied with the “Verordening gedrags- en beroepsregels accountants” (VGBA, Dutch Code of Ethics).

We believe the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Information in support of our opinion

We designed our audit procedures in the context of our audit of the financial statements as a whole and in forming our opinion thereon. The following information in support of our opinion and any findings were addressed in this context, and we do not provide a separate opinion or conclusion on these matters.

Our understanding of the business

Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. is a holding company investing in agro industry projects. We paid specific attention in our audit to a number of areas driven by the operations and our risk assessment.

We determined materiality and identified and assessed the risks of material misstatement of the financial statements, whether due to fraud or error in order to design audit procedures responsive to those risks and to obtain audit evidence that is sufficient and appropriate to provide a basis for our opinion.

Materiality

Materiality €430,000(2022: € 281,000)
Benchmark applied 0.75% of the total assets (2022: 0.5% of the total assets)
Explanation We determined materiality based on our understanding of the company’s business and our perception of the financial information needs of users of the financial statements. The company is a holding company indirectly investing in agro industry projects. We consider the total assets to be a suitable basis, as the company has limited business activities. In current year we have increased the percentage of the benchmark applied in comparison to the period ended 30 June 2023 due to new insights. We have also taken into account misstatements and/or possible misstatements that in our opinion are material for the users of the financial statements for qualitative reasons. We agreed with the supervisory board that misstatements in excess of €21,500, which are identified during the audit, would be reported to them, as well as smaller misstatements that in our view must be reported on qualitative grounds.

Teaming and use of specialists

We ensured that the audit team included the appropriate skills and competences which are needed for the audit of a listed client. We included specialists in the areas of income tax.

Our focus on fraud and non-compliance with laws and regulations

Our responsibility

Although we are not responsible for preventing fraud or non-compliance and we cannot be expected to detect non-compliance with all laws and regulations, it is our responsibility to obtain reasonable assurance that the financial statements, taken as a whole, are free from material misstatement, whether caused by fraud or error. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control.

Our audit response related to fraud risks

We identified and assessed the risks of material misstatements of the financial statements due to fraud. During our audit we obtained an understanding of the company and its environment and the components of the system of internal control, including the risk assessment process and management’s process for responding to the risks of fraud and monitoring the system of internal control and how the supervisory board exercises oversight, as well as the outcomes.# Report of Independent Registered Public Accounting Firm

We refer to section ‘Risk Management‘ of the management board report for management’s (fraud risk) assessment and section ‘Independence and efficiency review’ of the supervisory board report in which the supervisory board reflects on this (fraud) risk assessment. We evaluated the design and relevant aspects of the system of internal control and in particular the fraud risk assessment, as well as the code of conduct, whistle blower procedures and incident registration. We evaluated the design and the implementation of internal controls designed to mitigate fraud risks. As part of our process of identifying fraud risks, we evaluated fraud risk factors with respect to financial reporting fraud, misappropriation of assets and bribery and corruption in close co-operation with our forensic specialists. We evaluated whether these factors indicate that a risk of material misstatement due to fraud is present. We incorporated elements of unpredictability in our audit. We also considered the outcome of our other audit procedures and evaluated whether any findings were indicative of fraud or non-compliance. As in all of our audits, we addressed the risks related to management override of controls. For these risks we have performed procedures among others to evaluate key accounting estimates for management bias that may represent a risk of material misstatement due to fraud, in particular relating to important judgment areas and significant accounting estimates as disclosed in Note 1.B. ‘Significant judgements, estimates and assumptions‘ to the financial statements. These risks did however not require significant auditor’s attention. We identified the following fraud risks:
• Risk of management override on the recoverability assessment of the other receivables

For our performed specific procedures we refer to the key audit matter section of this report. We considered available information and made enquiries of relevant executives, directors, internal audit, legal, compliance, human resources and regional directors and the supervisory board. The fraud risk we identified, enquiries and other available information did not lead to specific indications for fraud or suspected fraud potentially materially impacting the view of the financial statements.

Our audit response related to risks of non-compliance with laws and regulations

We performed appropriate audit procedures regarding compliance with the provisions of those laws and regulations that have a direct effect on the determination of material amounts and disclosures in the financial statements. Furthermore, we assessed factors related to the risks of non-compliance with laws and regulations that could reasonably be expected to have a material effect on the financial statements from our general industry experience, through discussions with the management board, reading minutes, inspection of internal audit and compliance reports, and performing substantive tests of details of classes of transactions, account balances or disclosures. We also inspected lawyers’ letters and correspondence with regulatory authorities and remained alert to any indication of (suspected) non-compliance throughout the audit. Finally we obtained written representations that all known instances of non-compliance with laws and regulations have been disclosed to us.

Our audit response related to going concern

As disclosed in section ‘Going concern’ in Note 1.E to the financial statements, the financial statements have been prepared on a going concern basis. When preparing the financial statements, management made a specific assessment of the company’s ability to continue as a going concern and to continue its operations for the foreseeable future. We discussed and evaluated the specific assessment with management exercising professional judgment and maintaining professional skepticism. We considered whether management’s going concern assessment, based on our knowledge and understanding obtained through our audit of the financial statements or otherwise, contains all relevant events or conditions that may cast significant doubt on the company’s ability to continue as a going concern. Based on our procedures performed, we did not identify material uncertainties about going concern. If we conclude that a material uncertainty exists, we are required to draw attention in our auditor’s report to the related disclosures in the financial statements or, if such disclosures are inadequate, to modify our opinion. Our conclusions are based on the audit evidence obtained up to the date of our auditor’s report. However, future events or conditions may cause a company to cease to continue as a going concern.

Our key audit matters

Key audit matters are those matters that, in our professional judgment, were of most significance in our audit of the financial statements. We have communicated the key audit matters to the supervisory board. The key audit matters are not a comprehensive reflection of all matters discussed. In comparison with previous year, the nature of our key audit matter did not change.

Risk of management override on the recoverability assessment of the other receivables

Refer to note 2 of the financial statements

Risk

The total receivables of Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. have a balance of € 29.3 million as of 30 June 2023. The receivables mainly consist of loans to related parties of the company. The risk exists that the receivables are not valued appropriately. Therefore we consider this a key audit matter.

Our audit approach

Our audit strategy included an assessment of the company’s valuation policies in general, understanding of the internal control environment, and substantive procedures relating to contractual terms and conditions and the appropriate accounting thereof in accordance with IFRS 9. We have performed substantive procedures on the receivables (outstanding loans). In order to verify the accuracy of the receivables, we reconciled the outstanding loan balances to the loan agreements. The valuation of the loan requires an estimation, judgement and assumption with the risk of management override. Therefore we also evaluated management’s estimation of the recoverability and credit risk factors applied in the valuation of the receivables. Furthermore, we focused on the adequacy of the company’s disclosures.

Key observations

We conclude that the receivables are valued appropriately and adequately classified as current and non-current receivables. We also assessed that disclosures for the year in note 2 of the financial statements are adequate.

Report on other information included in the annual report

The annual report contains other information in addition to the financial statements and our auditor’s report thereon. The other information includes:
• The management board report
• The supervisory board report
• The remuneration report
• Other information as required by Part 9 of Book 2 of the Dutch Civil Code

Based on the following procedures performed, we conclude that the other information:
• is consistent with the financial statements and does not contain material misstatements
• contains the information as required by Part 9 of Book 2 of the Dutch Civil Code for the management report and the other information as required by Part 9 of Book 2 of the Dutch Civil Code and as required by Sections 2:135b and 2:145 sub-section 2 of the Dutch Civil Code for the remuneration report.

We have read the other information. Based on our knowledge and understanding obtained through our audit of the financial statements or otherwise, we have considered whether the other information contains material misstatements. By performing these procedures, we comply with the requirements of Part 9 of Book 2 and Section 2:135b sub-Section 7 of the Dutch Civil Code and the Dutch Standard 720. The scope of the procedures performed is substantially less than the scope of those performed in our audit of the financial statements. Management is responsible for the preparation of the other information, including the management report in accordance with Part 9 of Book 2 of the Dutch Civil Code and other information required by Part 9 of Book 2 of the Dutch Civil Code. Management and the supervisory board are responsible for ensuring that the remuneration report is drawn up and published in accordance with Sections 2:135b and 2:145 sub-section 2 of the Dutch Civil Code.

Report on other legal and regulatory requirements and ESEF Engagement

We were engaged by the general meeting as auditor of Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. on 20 September 2023, as of the audit for the year ended 30 June 2023 and have operated as statutory auditor ever since that date.

No prohibited non-audit services

We have not provided prohibited non-audit services as referred to in Article 5(1) of the EU Regulation on specific requirements regarding statutory audit of public-interest entities.

European Single Electronic Reporting Format (ESEF)

Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V. has prepared the annual report in ESEF. The requirements for this are set out in the Delegated Regulation (EU) 2019/815 with regard to regulatory technical standards on the specification of a single electronic reporting format (hereinafter: the RTS on ESEF). In our opinion the annual report prepared in the XHTML format, as included in the reporting package by Palmboomen Cultuur Maatschappij Mopoli (Palmeraies De Mopoli) N.V., complies in all material respects with the RTS on ESEF. Management is responsible for preparing the annual report, including the financial statements, in accordance with the RTS on ESEF, whereby management combines the various components into a single reporting package. Our responsibility is to obtain reasonable assurance for our opinion whether the annual report in this reporting package complies with the RTS on ESEF.# Description of responsibilities regarding the financial statements

Responsibilities of management and the supervisory board for the financial statements

Management is responsible for the preparation and fair presentation of the financial statements in accordance with EU-IFRS and Part 9 of Book 2 of the Dutch Civil Code. Furthermore, management is responsible for such internal control as management determines is necessary to enable the preparation of the financial statements that are free from material misstatement, whether due to fraud or error.

As part of the preparation of the financial statements, management is responsible for assessing the company’s ability to continue as a going concern. Based on the financial reporting framework mentioned, management should prepare the financial statements using the going concern basis of accounting unless management either intends to liquidate the company or to cease operations, or has no realistic alternative but to do so. Management should disclose events and circumstances that may cast significant doubt on the company’s ability to continue as a going concern in the financial statements.

The supervisory board is responsible for overseeing the company’s financial reporting process.

Our responsibilities for the audit of the financial statements

Our objective is to plan and perform the audit engagement in a manner that allows us to obtain sufficient and appropriate audit evidence for our opinion. Our audit has been performed with a high, but not absolute, level of assurance, which means we may not detect all material errors and fraud during our audit. Misstatements can arise from fraud or error and are considered material if, individually or in the aggregate, they could reasonably be expected to influence the economic decisions of users taken on the basis of these financial statements. The materiality affects the nature, timing and extent of our audit procedures and the evaluation of the effect of identified misstatements on our opinion. We have exercised professional judgment and have maintained professional skepticism throughout the audit, in accordance with Dutch Standards on Auditing, ethical requirements and independence requirements.

The ‘Information in support of our opinion’ section above includes an informative summary of our responsibilities and the work performed as the basis for our opinion.

Our audit further included among others:

  • Performing audit procedures responsive to the risks identified, and obtaining audit evidence that is sufficient and appropriate to provide a basis for our opinion
  • Obtaining an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the company’s internal control
  • Evaluating the appropriateness of accounting policies used and the reasonableness of accounting estimates and related disclosures made by management
  • Evaluating the overall presentation, structure and content of the financial statements, including the disclosures
  • Evaluating whether the financial statements represent the underlying transactions and events in a manner that achieves fair presentation

Communication

We communicate with the supervisory board regarding, among other matters, the planned scope and timing of the audit and significant audit findings, including any significant findings in internal control that we identify during our audit. In this respect we also submit an additional report to the audit committee of the supervisory board in accordance with Article 11 of the EU Regulation on specific requirements regarding statutory audit of public-interest entities. The information included in this additional report is consistent with our audit opinion in this auditor’s report.

We provide the supervisory board with a statement that we have complied with relevant ethical requirements regarding independence, and to communicate with them all relationships and other matters that may reasonably be thought to bear on our independence, and where applicable, related safeguards.

From the matters communicated with the supervisory board, we determine the key audit matters: those matters that were of most significance in the audit of the financial statements. We describe these matters in our auditor’s report unless law or regulation precludes public disclosure about the matter or when, in extremely rare circumstances, not communicating the matter is in the public interest.

The Hague, 2 November 2023
Ernst & Young Accountants LLP
A.A. Kuijpers

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