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Summary

The transcript outlines a business discussion where the company reflects on its impressive revenue growth and challenges in 2024 due to extreme weather conditions impacting production. Despite these setbacks, they remain optimistic about the future, especially with projections indicating a record-breaking harvest for Brazil in 2025. Additionally, the conversation delves into stock trading strategies, discussing their current investments and market fluctuations. The team stays engaged with both business growth and personal investment strategies, balancing excitement with the reality of market unpredictability.

Takeaways

• 😀 The company has shown consistent revenue growth over the years, reaching 2 billion in revenue in 2023.
• 😀 The company faced production issues in 2024 due to severe weather conditions, including a drought in the north and excess rainfall in the south of Brazil.
• 😀 Despite these weather challenges, there was still demand for the products, but production volume couldn't meet the demand.
• 😀 The acquisition of Best Way, a corn producer, is expected to reduce the company's seasonal fluctuations, as corn has a different sales pattern than soybeans.
• 😀 Climate forecasts for 2025 predict a record crop in Brazil, which is expected to positively impact the agricultural sector.
• 😀 The company’s business fundamentals remain strong despite the temporary setbacks in production.
• 😀 There is growing global demand for food and biofuels, and Brazil has competitive advantages in this market.
• 😀 The company's stock trading activity involved buying shares at a price of 10.33, with some volatility impacting their buying decisions.
• 😀 The trader faces the challenge of buying shares while the stock price fluctuates, highlighting the unpredictability of the market.
• 😀 The trader’s emotional response to stock price movements shows the tension and excitement involved in making timely investment decisions.
• 😀 The final outcome of the stock trade was positive, with a profit margin achieved as the price increased.

Q & A

What caused the dip in production in 2024?

The dip in production in 2024 was caused by a severe drought in the north and excessive rainfall in the south of Brazil, making it difficult to achieve the expected production volume.

What was the company’s revenue trajectory from 2017 to 2023?

The company’s revenue grew consistently from 209 million in 2017 to 588 million in 2022, reaching 2 billion in 2023.

Why is the soybean industry affected by climate events in 2024?

Climate events such as droughts and excessive rainfall affected the soy production, leading to a volume of production similar to 2023, resulting in fewer sales even though the demand remained high.

How did the acquisition of Best Way influence the company's business model?

The acquisition of Best Way, a company that produces corn, introduced a different seasonality pattern, allowing the business to become less seasonal and providing more stability in revenue over time.

What are the projections for Brazil’s agricultural output in 2025?

The projections for 2025 are optimistic, with forecasts indicating that Brazil will have a record crop, possibly the largest in history, despite the challenges faced in previous years.

What are the long-term prospects for Brazil’s agricultural market?

The long-term prospects for Brazil’s agricultural market are strong, as global demand for food and biofuels continues to rise, and Brazil has significant competitive advantages in production.

How did the company handle the stock order during the market fluctuation?

The company placed a hidden order for stock purchases, executing a large order of 58,000 shares. Despite the stock price fluctuating during the process, they managed to adjust and execute the purchase at a favorable price.

What was the agreed price for the stock purchase, and how did the price change?

The agreed price for the stock purchase was 1033 per share. As the stock price rose, the company had to adjust their purchase plan, which resulted in buying fewer shares but at a slightly higher price (10.50 per share).

What was the final outcome of the stock purchase?

After completing the stock purchase, the company saw a positive return, with an estimated gain of around 5,000 to 50,000, depending on the final stock price.

How did the discussion around climate and weather affect the company's future planning?

The unpredictable weather patterns have led the company to focus on diversification and adjusting its forecasts, with a strong outlook for a record crop in 2025, despite the challenges of the previous year.