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Non-Tech : The Brazil Board
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To: elmatador who wrote (2431)2/10/2024 1:02:11 PM
From: E_K_S  Read Replies (2) of 2504
 
Anybody look at Adecoagro S.A.(AGRO) as they have a large exposure to Brazil Agriculture as well as in other South America Countries.

Adecoagro S.A. operates as an agricultural company in South America, with operations in Argentina, Brazil and Uruguay. The Company is engaged in farming crops and other agricultural products, cattle and dairy operations, sugar, ethanol and energy production and land transformation. Adecoagro S.A. is based in Luxembourg.
They own & rent farmland in these countries and have vested interests (and partnerships) w/ local farmers providing financing and support.

Their earnings are impacted by the $US but I am not sure how they transact in each country and/or where they sell their end products and if they are impacted by exchange rates.

I started to build a position last quarter as I like their exposure to Brazil Ag. It's a new name to me and appears to be a pure play to South America Ag, specifically Argentina, Brazil & Uruguay.

Low PE and not much debt. ROE 13% not bad. Selling below stated BV too.

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