Trigono Connection: 3Q2024 Results from JSL, Irani, Schulz and Gerdau.

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Trígono Capital

Published on Streamed live on Nov 14, 2024
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In this Wednesday's live broadcast (11/13/24), you will be updated on the performance of some of our invested companies, handpicked using our proprietary methodology. Follow the analyses and insights beyond the obvious from our equity analysts, Pedro Carvalho (CGA), Guilherme Cambraia and Shin Lai. Chapters: 00:00 Introduction 01:23 - Irani - A Quarter in Line with Expectations 10:46 - Irani - Packaging Sector in Favorable Moment 13:28 - Irani - Perspectives 18:12 - JSL - Resumption of Profitability 22:16 - JSL - Robust Growth Contracted 26:01 - JSL - Transformation of Companies 28:36 - JSL - Solid Capital Structure and Reduction in Debt Cost 30:57 - JSL - JSL is the Natural Consolidator of the Sector 31:50 - JSL - Next Steps and Triggers 34:31 - Responding to Chat 39:03 - GERDAU - Resumption and Adjustments 46:22 - GERDAU - Brazil 50:05 - GERDAU - USA 51:24 - GERDAU - Special Steels, Positive Volumes and Prices 52:53 - GERDAU - Latam 54:06 - GERDAU - Main Points 56:01 - GERDAU - Perspectives 57:36 - GERDAU - USA Follow the Money 01:01:58 - SCHULZ - Year with strong sales recovery 01:10:07 - SCHULZ - Advance in complementary products 01:14:16 - SCHULZ - Net Cash reaches R$210 Million 01:16:27 - SCHULZ - Yield of 6.2% so far, considering Maket cap of R$2.1Bi 01:17:38 - SCHULZ - Potential investment in Wetzel foundry 01:29:56 - SCHULZ - Creation of CEO position - Sandro Trentin 01:25:19 - SCHULZ - Production of heavy trucks 01:27:27 - SCHULZ - Next steps and triggers 01:30:00 - Answering Chat and Final Considerations 01:39:16 - Wrapping Up

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