Discover and read the best of Twitter Threads about #lasa
Most recents (3)
Resumo do call com BTG e o Rial sobre #LASA #AMER3 #LojasAmericanas... Muita coisa para ser absorvida, thread ai ficar grande, mas bora: 1) Rial começou falando que existe uma distorção importante, q vem acontecendo desde a década de 90... (cont)
2) Naquela época, risco sacado que não era reportada como divida. Até hoje, esse tema de risco sacado, que dado as vezes, alguma liberalidade de interpretação, permite que empresas e até instituições financeiras, discutir se é divida ou fornecedor...
3) Rial questionou q durante os 9 dias q esteve como CEO, as cartas de circularização q foram enviadas aos bancos, isso não aparecia como dívida. A partir dessa carta, que se se caracteriza a existência e a natureza com a instituição financeira. Isso n estava claro para eles...
An analysis of #Sequent - India’s largest Animal Health Company
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A thread!🧵
1. Points covered :
2. Promoters and management
3. Company overview
4. Why is it different from human pharma
5. Opportunity size
6. Stability of business
Like and retweet for more learnings 🐶🐕
A thread!🧵
1. Points covered :
2. Promoters and management
3. Company overview
4. Why is it different from human pharma
5. Opportunity size
6. Stability of business
7. FMCG like business
8. Barriers to entry
9. Manufacturing facilities
10. Summary of financials
11. Major acquisitions
12. Capex Details
13. Reduced Debt
14. Future Growth prospects
15. Valuation
8. Barriers to entry
9. Manufacturing facilities
10. Summary of financials
11. Major acquisitions
12. Capex Details
13. Reduced Debt
14. Future Growth prospects
15. Valuation
Promoters and management
Carlyle Group - Private equity firm Carlyle Group acquired a majority stake in Sequent in 2020 and are the new promoters of the company. They have a lot of experience investing in the healthcare sector both in India and globally.
Carlyle Group - Private equity firm Carlyle Group acquired a majority stake in Sequent in 2020 and are the new promoters of the company. They have a lot of experience investing in the healthcare sector both in India and globally.
Erik's new #Pro6 FSG/China "mercenaries for tuna"gas jam with his midget crusader cut out should work out real well for the people of #Mozambique . dw.com/pt-002/empresa…
