Azul data, Camille’s score, Grendene joint venture with 3G, Méliuz partnership with Captalys and more

São Paulo – Company news is very busy on Friday (8). Camil released its data for the second quarter of its fiscal year 2021, which began in March.

Azul, in turn, released preliminary traffic results for September. Consolidated passenger traffic (RPKs) grew 120.1% compared to September 2020.

BrasilAgro, in turn, announced on Thursday the sale of the Alto Taquari farm, in Mato Grosso, for 589 million Brazilian reals, in the largest deal in the company’s history, as prices for agricultural commodities, especially soybeans, boost the real estate business of the company.

Grendene has partnered to establish a joint venture with the director of 3G Radar. The joint venture aims to distribute and sell Grendene products in the international market. Already in partnership with Captalys, from 2022 Méliuz will present a new card with its own brand.

Vale was informed Thursday that a preliminary court decision set an immediate return to mining activities in Onca Boma, Para, which had been halted after the operating license was suspended by the State Secretariat for Environment and Sustainability.

Also on Thursday, the company reported that it was able to close compensation agreements with family members of all workers, whether owned or offshore, victims of the Brumadinho (MG) waste iron ore dam disaster, in amounts totaling R$. 1, 1 billion.

For this, 680 agreements have been concluded since 2019, involving 2,400 people, the company told the international news agency Reuters. This does not mean that new agreements with family members cannot be closed. The collapse of the dam threw a wave of mining waste that left 270 people dead, including 250 workers.

Also Thursday, Vale CEO Eduardo Bartolomeo said at the Financial Times Mining Summit that the company is not looking at a short-term bid for the base metals unit. Vale later stated that the unit needed to be “converted” before the long-term plan could be implemented.

Camille generated net income of R$106.5 million in the second quarter of fiscal year 2021, which began in March, a decrease of 23.2% compared to R$138.6 million obtained in the same period of fiscal year 2020.

Net revenue increased 16% year-on-year to R$2.22 billion.

Gross EBITDA was R$191.1 million, 7.9% lower than the annual comparison, with Ebitda’s margin (Ebitda on net revenue) of 8.6%, down 2.2 percentage points.[Ebitdasobrereceitalíquida)de86%quedade22pontospercentuais[Ebitdasobrereceitalíquida)de86%quedade22pontospercentuais

Wilson’s sons (WSON33)

Wilson Sons reported WS SA shares in B3 for the first time on October 25.

Klabin has contracted $500 million in lower-cost revolving credit, due in 2026.

The company reported that the bonds have sustainability targets, the cost will be between 0.36% per year and 0.38% per year, and if the line is drawn, between libor + 1.20% per year and libor + 1.25% per year.

The credit facility replaces a $500 million credit due in 2023 at a cost of 0.41% per annum and an extended cost of + 1.35% LIBOR per annum.

Agricultural Brazil (AGRO3)

BrasilAgro on Thursday announced the sale of Fazenda Alto Taquari, in Mato Grosso, for 589 million Brazilian reals, in the largest deal in the company’s history, as prices for agricultural commodities, especially soybeans, boosted the company’s real estate business.

The 3,723 hectares property, of which 2,694 hectares is useful, was sold at a price 65% higher than the company’s valuation, which was disclosed on the last balance sheet, in August, the company said in Material Fact.

But the dimensions of the deal become clearer – and so does the impact of agricultural commodity prices on the valuation of the land – when comparing the amount BrasilAgro paid in 2007 for the farm space sold: only about 30 million reais.

Azul has released its preliminary traffic results for the month of September. Consolidated passenger traffic (RPKs) grew by 120.1% compared to September 2020. Capacity (ASKs) in turn increased by 122.3% on the same comparison basis. The occupancy rate for September 2020 decreased by 0.8 percentage point to 79.4%. Compared to September 2019, there was a decrease of 10.6% and 6.2%, respectively, while the occupancy rate decreased by 3.9 points.

Domestic passenger traffic grew by 125.6% compared to September 2020, while capacity showed an expansion of 126.7%, resulting in an occupancy rate of 80.3%, a decrease of 0.4 percentage points compared to the same period in 2020. Compared to September 2019, traffic Domestic traffic increased by 8.7%, with capacity increased by 11.1%, resulting in a 1.8-point drop in load factor (82.1%).

In the international sector, passenger traffic grew by 53.6% compared to the same month last year, while capacity increased by 72.8%. As a result, the occupancy rate of the sector was 66.3%, indicating a decline of 8.3 percentage points. Compared to September 2019, traffic decreased by 78.5%, capacity decreased by 71.6%, and the occupancy rate was 87.7%, down 21.4 points.

portobello (PTBL3)

Santa Catarina-based ceramic tile manufacturer Portobello announced Thursday that its board of directors has approved an investment of $160 million to build a plant in Tennessee, in the United States.

Portobello stated that once construction is complete, which will take up half of the investment scheduled for the end of 2022, the building will be leased for 20 years.

Beverage maker Ambev announced Thursday the purchase of 150 electric trucks from Chinese manufacturer JACMotors. According to a statement, the vehicles will be delivered by the end of the year and will be added to the 100 electric trucks the company has ordered from Volkswagen. In total, the Ambev fleet of electric trucks totals 250 vehicles in about 20 cities across the country. Ambev was not informed of the value of the JAC’s application. The purchases are part of Ambev’s goal of having half of the dedicated fleet of electric trucks by 2025.

Highways (ECOR3)

The volume of consolidated traffic on highways operated by EcoRodovias increased by 10.7% in September compared to the same period in 2020. The consolidated number rose from 31,484 to 34,865 vehicles, according to previous data released by the concessionaire this Thursday, 7. Considering only the total The equivalent, excluding Ecovias do Cerrado, the movement was 32,154 cars, an increase of 2.1% year over year.

In partnership with Captalys, from 2022 Méliuz will present a new card with its own brand. By combining expertise, Méliuz will be the credit driver, applying his intelligence and knowledge of his clients to the business, while Captalys provides the infrastructure and financing for the operation.

Dotz released an operating preview in the third quarter of 2021, with gross merchandise sales (GMV) in the market increasing by 76%, to R$231 million for the year. Revenue growth per user was 30%, from R$21.29 to R$27.58.

gridin (GRND3)

A Grendene Signed a partnership to create a joint venture with the Director of 3G Radar. The joint venture aims to distribute and sell Grendene products in the international market.

The UK-based joint venture which will be called “Grendene Global Brands Limited” aims to
Distribution and sale of Grendene products in some international markets. 3G Radar will control and manage the partnership, which will own 50.1% of the joint venture’s share capital and appoint 3 members of its board of directors, while Grendene will own 49.9% of the joint venture’s share capital and appoint two members of its board of directors. group of directors.

“The Company and the joint venture have entered into a Master Distribution Agreement and Franchise Agreement (“MFDA”) to regulate the overseas sale of Grendene products, either directly through a JV or through third parties, and also to administer the distribution network, outsourcing Grendene products to abroad, in both The two cases of sale to retailers, to intermediaries in general or to the end consumer, the company highlighted.

As stipulated in the Shareholders Agreement, the Company and 3G Radar will contribute a total amount of US$50 million to the Joint Venture, in proportion to their respective interests, within 30 days from the date of signing the Shareholders Agreement.

Hapvida’s board of directors approved the company’s second non-convertible, unsecured simple bond issue, for a total amount of R$2 billion.

The bonds will have a fiduciary guarantee, in the form of collateral, granted by its subsidiary Ultra Som Serviços Médicos and will be subject to public distribution with restricted placement efforts, in accordance with Brazilian Securities Commission (CVM) Instruction No. 476, from January 16, 2009, under the Fixed Employment Guarantee Scheme. company
All bonds (restricted offer).

(with Estadão and Reuters content)

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