Sun, Dec 11, 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. Institutions - Texas County & District culls 5 hedge funds, reallocates to existing managers, Kentucky board gives final approval to halve hedge fund portfolio, $38bn Finnish fund moves assets to U.S. as Europe flounders, South Korea’s National Pension Fund holds 5% stake in 62 listed companies[more]

    Texas County & District culls 5 hedge funds, reallocates to existing managers Texas County & District Retirement System, Austin, continues to reduce the number of hedge funds, but not the size of its $6.2 billion hedge fund portfolio. It will redeem a total of $760 million from five hedg

  2. Opalesque Roundtable: Australian family offices search for good risk adjusted returns, happy to pay for skill[more]

    Komfie Manalo, Opalesque Asia: Australian family offices want foremost good risk adjusted returns, and they are happy to pay for the skill, and in some cases, the limited capacity of an active manager. Jonas Daly, Head of Distribution at B

  3. StepStone announces close of Swiss Capital acquisition[more]

    StepStone Group LP announced it has successfully closed the acquisition of Swiss Capital Alternative Investments AG, one of the leading private debt and hedge fund solutions providers in Europe. The transaction was originally announced in May 2016, and has been in the process of receiving regulatory

  4. Investing - Stephen Cohen investing $275m in free clinics treating veterans' mental health issues, California Resources loses favor with hedge funds[more]

    Stephen Cohen investing $275m in free clinics treating veterans' mental health issues From Healthcarefinancenews.com: …Now, a new chain of free mental health clinics for vets has opened in five cities across the United States to fill the gap. The much-needed new treatment is underwritten

  5. Hedge funds flat in last week of November 'in sympathy with markets’[more]

    Komfie Manalo, Opalesque Asia: Hedge funds were close to flat in the last week of November in sympathy with markets, which took a pause ahead of the OPEC meeting and Italian referendum. The Lyxor Hedge Fund Index was -0.1% as of end November 29 (-1.7% YTD), according to the latest