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BrasilAgro - Companhia Brasileira de Propriedades Agrícolas (LND)

NYSE - NYSE Delayed Price. Currency in USD
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5.25-0.10 (-1.87%)
At close: 04:00PM EDT
5.25 0.00 (0.00%)
After hours: 05:41PM EDT
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  • E
    Eugene
    EWZ (Brasil equity index) getting hit hard today. Election this Sunday.
  • A
    Anonymous
    WSJ article this morning "Food Supply Stays Tight as Disappointing U.S. Harvest Adds to Global Challenges" indicates the corn harvest will be 8% lower than last year and there wis likely to be tightness in the grain markets for the next 2-3 years.

    FL
  • E
    Eugene
    Nice purchase. Soybean futures (soyb) remains in a bull market despite the possibility of a global economic contraction. Futures participants forecasting lower yields, globally? Probably. Of course, the reasons are many, we know that. I think this will bode well for LND investors, ceteris paribus. Election around the corner. glta.
    Bullish
  • L
    LadaNiva
    Any holders out there care to share how much they are charged per year in ADR fees for this stock. I'm thinking about buying but on a low price stock like this the ADR fees per share can eat up a big % of the dividend income. Can't seem to find anything about the fees on this one. Any help would be appreciated.
  • E
    Eugene
    LND, bucking the trend. For whatever reason. Go figure.
    Bullish
  • A
    Anonymous
    2025 The Year of the Drought of Our Lifetime's??

    Friday wackiness

    I listened to a Podcast by Shawn Hackett who runs a commodity advisory service. He is calling for a major drought in the US Midwest in 2024-2025. This is based on the Gleissberg Cycle that tracks the earths orbital relationship to Climate. This cycle lines up with the 1934-35 Dust bowl and a major drought in 1844-45. The thesis seems to be taken seriously by the Iowa State University Extension (see excerpt of article shown below). Normally I'd scoff, but Shawn Hackets Real Vision interview in Feb 2021 called the Brazil Frosts that decimated large swaths of the coffee producing areas. This call was made 5 months before the frost events hit. This was a pretty rare event about once every 30 years, so his work on solar cycle activity and ocean circulatory patterns has been pretty impressive. If this call pans out LND and other well diversified ag holdings might be a longer term hold.

    Historic patterns point to 2025 drought
    By Alma Gaul | Quad-City Times
    October 12, 2017

    Based on historic weather patterns, the Midwestern United States can expect the drought of the century around 2025, according to Elwynn Taylor, a climatologist for Iowa State University Extension, Ames.

    The Midwest might be ripe for a major drought in 2025, according to a climatologist speaking Wednesday at the annual Upper Mississippi River Conference in Moline. These are soybean plants stressed by dry conditions in southern Iowa this year.
    The Midwest might be ripe for a major drought in 2025, according to a climatologist speaking Wednesday at the annual Upper Mississippi River Conference in Moline. These are soybean plants stressed by dry conditions in southern Iowa this year.

    Taylor spoke Wednesday in Moline at the 10th annual Upper Mississippi River Conference hosted by River Action Inc., a Davenport-based environmental organization.

    While the Earth’s climate is changing, some weather cycles recorded by actual data or discerned by studying tree rings is remarkably consistent, Taylor said.

    One consistency is the Gleissberg cycle, suggested by scientist Wolfgang Gleissberg, in which changes in solar activity every 89 years corresponds with a major drought in the Midwest, Taylor said.
  • b
    brian c
    Earnings out...looks like they are targeting a R$320mm dividend for October, subject to shareholder approval. Given the current exchange rate, looks to be about $0.60 to $0.65 per ADR. Taken together with the $0.42 paid April, will make the trailing 12 month div approx. $1.04 and the yield 18.3% based upon current ($5.68) price. Not bad. They are paying out 100% of their net income as dividend and are proposing to "withhold" nothing...i.e. they seem to be paying out "max dividends"
  • E
    Eugene
    It appears the rally in the Real could be, well, real. BRICS economic and commodity based alliance, and it's perspective members jockeying for membership, may actually be a viable contender to the financial and paper based system of the west. The global political economy - the balance of power - is undergoing significant change, no doubt. We shall see as it all unfolds.
    Bullish
  • E
    Eugene
    Agro, Slcjy, Lnd and Ewz all having a relatively good day today. Maybe it portends something positive, longer term, in the Brazilian equity market. Been beat up a good amount.
    Bullish
  • E
    Eugene
    My initial purchase of LND many weeks ago was primarily based on an inflationary theme, which would help prop up cropland values and agricultural prices. That longer term theme remains intact, despite short term efforts to try and tame it while at the same time avoiding an unexpected economic calamity. Add another major underpinning: a BRICS commodity and multi-currency backed, or pegged, monetary system that will challenge dollar dominance. Nobody knows the ultimate outcome, but Brasil certainly has the agricultural resources to be an exporting behemoth as a new world order takes shape. Interesting enough, it is an election year in Brasil, Lula leads in the polls and the last time he was in a leadership role Brasil experienced a commodity boom. I will focus more on capital flows and policy expectations in Brasil rather than labels that are typically attached to political figures seeking leadership positions. jmho. glta.
    Bullish
  • E
    Eugene
    Nice upward movement in the Real this morning vs the USD. Interestingly enough, the FRB has only sold about $16 billion of its assets between June 1 and July 20 of this month. That is 7 weeks of data and significantly less than the planned selling of $47.5 billion per month of both Treasuries and MBS. To be fair, however, July is not over yet and there will be one more data point on the 27th. We shall see. This is pertinent to LND, imo, because the dollar does have further room to debase despite ongoing efforts to quell inflation in the US. An elevated rate of inflation is likely here to stay and nowhere near the 2 percent range over the longer run.
    Bullish
  • C
    CashFlowGems
    OK half of sites say 9% div, half 18% div?? I have email into company, no answer yet. Anyone know, quite the important thing to know.
    Bullish
  • D
    Datu
    Do we have ANY way of predicting the dividend? I looked at the history in Yahoo and it has been very random - quite typical of foreign stocks and commodity stocks.
  • C
    Chris
    I like the stock but things are not looking too good right now, worst drought in almost a century.
  • E
    Eugene
    Ag futures hitting new highs again. A correlation does exist between agricultural prices and cropland prices. I know Brazil has some economic challenges, but if policy makers can make the right choices, then Brazil may become an even bigger participant, and this company a direct beneficiary, in the global farming industry. Of course, I want its leadership to pull it off successfully.
    Bullish
  • A
    Anonymous
    Bought some shares today. I'm thinking that the short and intermediate term trends are at the long term uptrend. I'll set a stop around 5 and see if it can form a base. RSI is indicating way oversold, so hopefully a reversal is at hand. How can LND be doing so poorly given the backdrop of war, famine and climate issues.

    FL

    FL
  • J
    Jim Gilliam
    Does anyone have any idea why the sudden dip?
    Couldn't find any news. Picked up a few extra shares for 20% off anyway.
  • N
    Nikola
    Anyone else bullish on LND?
    I have a hunch they will fly high as a consequence of the crisis in Eastern Europe, shortage on crops and rising gas prices
    Bullish
  • E
    Eugene
    LND demonstrating relative strength versus a basket of Brazilian stocks. This in the face of economic contraction and a poor 2022 outlook for the Brazil economy in general. I see Brazil as a behemoth in the global ag industry. LND providing leadership in an economy that will eventually turn around? Consumer confidence in Brazil did improve for the month of December according to the report yesterday. Not much, but an improvement nonetheless.
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