So I took all assets and properly discounted by a rate that I think is proportional to the risk of conversion of that assets in money. I also considered all liabilities recorded plus 50% of possible demands that wasn't provisioned (they only record provisions whose chances of loss are probable).
In doing so, I get a conservative net asset value of BRL 6.2 billions. Compare that figure with a market value of just BRL 2.8 billions and the conclusion must comes quickly to your mind.
4 comments:
Today Suzano made a deal with it's debt holders. The company will pay a fee of 9,5 millions (1,9% of 500 millions).
Valor: Suzano paga prêmio a credores para renegociar teto de alavancagem
Infomoney: Papel e Celulose: preços devem se recuperar, mas não deverão servir de "trigger"
Valor: Suzano tem perda de 50 mil toneladas de celulose com parada na Bahia
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