Sat, Aug 27, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio

Market Drivers for Appraising Timberland in Brazil
Timberland Radio Feature Special Series - I
 
Thursday, March 24, 2011
at The University of Georgia’s Timberland Investment Conference

radio In this interview, Jefferson Mendes, CEO of Poyry Silviconsult Engenharia, a leading Brazilian timberland consultant, shares his thoughts with Sona Blessing on the potential for timberland investing in Latin and Central America with an emphasis on Brazil.

 Download this feature as MP3 (11.57 MB)

 
Listen to the complete feature
Market Drivers for Appraising Timberland in Brazil

Duration: 12:37 

  logo

Or listen to selected sub-features
  • Q1 - Competitive edge - stages of timberland development in Central and Latin America
    Their edge: Land cost, productivity and labour cost
    Are timberland prices in Brazil in a bubble?

    Duration: 03:25 


  • Q2 - The timberland investor landscape in Brazil
    Whether investors acquire mature assets - ready to provide a cash flow, opt for green field projects or forge partnerships with Brazilian companies? The investor’s learning curve and how it can be shortened.
    (Excluding pulp and paper) 70% of Brazil's timberland production is directed toward the local market.

    Duration: 02:39 


  • Q3 - The availability of land in Brazil - need to be aware of the "hidden costs"
    Infrastructure
    Regulatory constrains

    Duration: 02:53 


  • Q4 - Other risks such as that from draught and how they have been overcome.
    Brazil is state of the art today in terms of clonal technology.
    Shorter rotations forests cultivated for bio fuel - open questions regarding sustainability and whether they can be resolved?
    The expected internal rate of return.

    Duration: 02:38 


  • Q5 - Cost structure as a proportion of the return
    Direct costs and overhead

    Duration: 01:00 



Radio Link
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Strategies - The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I, Hedge funds get more pushback on terms as enthusiasm for strategy wanes[more]

    The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I From IBTImes.co.uk: To illustrate a strategic gap common to today's portfolio managers, George Sokoloff, PhD, founder and CIO at Carmot Capital, proposes an interesting thought experiment – a breakdown of

  2. Institutional investors - Investors set to increase allocation to private debt, With investment income key, Richmond retirement system faces funding challenges[more]

    Investors set to increase allocation to private debt Investors are set to increase their allocation to private debt, with 60% revealing they believe the private debt market will grow over the next 12 months, according to a new study by Elian, a leading funds services provider. 41%

  3. Investing - Hedge funds snap up banks, unload Apple, Some of hedge funds' favorite stocks are finally starting to beat the market, Einhorn's Greenlight shifts positions, Treasury yield climbs to two-month high as Fischer joins hawks, 9 stocks smart investors put their money in last quarter[more]

    Hedge funds snap up banks, unload Apple From Barrons.com: Prominent hedge funds have a newfound love of big banks, and some have a distaste for shares of Apple, regulatory filings released last week show. The filings suggest that the funds have been pivoting their portfolios in recent mon

  4. Chesapeake energy seeks $1 billion loan to refinance debt[more]

    From Bloomberg.com: Chesapeake Energy Corp. is seeking a $1 billion loan as the company battered by cratering fuel prices and credit downgrades takes a step to address its $9 billion debt load. The natural gas producer hired Goldman Sachs Group Inc., Citigroup Inc. and Mitsubishi UFJ Financial Group

  5. Institutions - Nordic pension funds magnify focus on unlisted and direct investing, building up teams[more]

    From IPE.com: As bond yields remain at low or negative levels, pension funds and other institutional investors in the Nordic region are stepping up efforts to find higher returns by adding more unlisted investments to portfolios and are expanding in-house teams in order to do this, according to new