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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)

 
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Market Drivers for Appraising Timberland in Brazil

Duration: 12:37 

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  • 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 



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