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Non-Tech : The Brazil Board

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To: ggersh who wrote (2301)	12/28/2022 6:33:49 AM
From: elmatador	of 2504

Cosan Batted Around By Commodity And Macro Challenges, But The Core Investment Case Remains Solid Aug. 18, 2022 11:47 AM ET Cosan S.A. (CSAN) 6 Comments4 Likes Summary Despite volatility in ethanol prices, Cosan delivered a strong EBITDA beat in the second quarter and saw strong results from most businesses. The sugar/ethanol business is being impacted by weather and tax policies, but underlying demand is healthy.T The rail business (Rumo) has been hurt by weather-related volume weakness, but remains an attractive long-term opportunity. Capital deployment into growth projects continues to look like the main priority for management with respect to capital allocation. Mid-single-digit revenue growth and improving margins, underpinned by growing efficiency/scale and healthy demand, support a fair value in the $20's. https://seekingalpha.com/article/4535499-cosan-macro-challenges-but-the-core-investment-case-remains

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