Added to YB: 2024-01-22
Pitch date: 2024-01-19
MRVSY [bullish]
Minerva S.A.
+0.15%
current return
Author Info
Quipus Capital is an investment knowledge repository, i.e. a growing compendium of information about companies and industries, from the perspective of a long-only, long-term, operator-mindset investor. I look at hundreds of global companies, read a lot, and build expert networks. I condense all that information in Quipus and send it to you, ideally not more than once or twice a month. Sign up for the newsletter.
Company Info
Minerva S.A. produces and sells fresh beef, livestock, and by-products in South America and internationally.
Market Cap
BRL 2.6B
Pitch Price
BRL 6.02
Price Target
N/A
Dividend
12.41%
EV/EBITDA
4.39
P/E
2.0K
EV/Sales
0.41
Sector
Food Products
Category
value
Minerva: Rise Of A Monopsony
$MRVSY: Dominant S.Amer beef exporter w/ scale, market share & margins insulated from volatility. Marfrig deal to boost earnings but needs approval & leverage. Mispriced opp <$1B mkt cap as BRL deprec. masks profits & key holders like founders/Saudi fund add stability.
Read full article (14 min)