irekeryk

value investor, former medical doctor

[irekeryk @irekeryk]

@cnnbrk EYE of Kremlin SAURON!

[irekeryk @irekeryk]

@CerlogicFounder good day.

[irekeryk @irekeryk]

@CerlogicFounder so with ethanol/sugar division ( 2030’ crashin capacity 21 mln T with new Caaparo investment) this could be a behemoth in LatAm.

[irekeryk @irekeryk]

@CerlogicFounder small supplement 👇

On September 29, 2026, Profertil, controlled by Adecoagro, commissioned Saipem and Techint Engineering & Construction to carry out engineering work preparing for the construction of a second urea production line in Bahía Blanca ( additional 1,6 mln T ).

[irekeryk @irekeryk]

@CerlogicFounder take into account ( short term ) … massive rains end of September and 2 weeks of October in Mato Grosso do Sul. this could effect crushing process ( sugar/ethanol) in Adeco 3 mills. 🧐

[irekeryk @irekeryk]

@the_analyst_24 if Urea prices stay as it is ( 530 usd/T Profertil loco Bahia Blanca port ) 1,1 mld usd investment will return in 4 years!!

[irekeryk @irekeryk]

@the_analyst_24 This is too conservative projection. With today’s Urea prices 530 usd/T ( Profertil), sugar 20 usd/lbs and ethanol around 2,95 brasilian real Adeco will make over 800 mln usd EBITDA 27’. and this is with no milk ( ober 300 mln revenue) and rice 17,5 usd/cwt included.

[irekeryk @irekeryk]

@adecoagro_ @ProfertilAgro Vaca Muerta basin will give Profertil v cheap gas years ahead. Long term gas contract is coming to an end 2027. Mariano Bosch officially informed..Adeco right now has around 20% cheaper offers from V. Muerta gas producers. Adeco from 28’ will have a much more cheaper gas for Urea

[irekeryk @irekeryk]

@adecoagro_ @ProfertilAgro with today’s Urea prices and over 1,3 mln T Urea production Profertil will make around 350 mln usd EBITDA. if the prices stay constant for cirka 3 years Adeco will repay all Profertil investment. that would be crazy fast. ✊✊

[irekeryk @irekeryk]

@CerlogicFounder so this 1,1 mld usd Profertil investment should return in 4 years! ( if constant urea 530 usd/T price ). Profertil right now is the only!!! Urea producer in South Am continent.

[irekeryk @irekeryk]

@CerlogicFounder Hi Kacper. With today’s Urea prices 530 usd/T ( Profertil), sugar 20 usd/lbs and ethanol around 2,95 brasilian real Adeco will make over 800 mln usd EBITDA 27’. and this is with no milk ( ober 300 mln revenue) and rice 17,5 usd/cwt included

[irekeryk @irekeryk]

@trader25926 with Urea 530 usd/T, sugar 20, ethanol 2,95 brasil real Adeco will make over 800 mln usd EBITDA 2027’

[irekeryk @irekeryk]

@Daritomase @Peter_Lukacs_R Brasil CFR: 485 usd/T plus shipment difference and port handling:50-80 usd. There are no everyday prices from Profertil

[irekeryk @irekeryk]

@Daritomase @Peter_Lukacs_R Profertil 21.10.26 UREA price: 530 usd/T, Bahia Blanca port.
So v good prices.

[irekeryk @irekeryk]

@papesuli @santi_monse easily!

[irekeryk @irekeryk]

@papesuli @santi_monse There is no need to move Urea Up from this prices, Adecoagro with this Urea 530 usd/T , sugar 20 and ethanol 2,95 brasil real will make over 800 mln usd EBITDA 2027’

[irekeryk @irekeryk]

@movetoarg it is not a cheap one!

[irekeryk @irekeryk]

@ArmaitiMex Brasil: 482 usd, Argentina 550 usd. quite good

[irekeryk @irekeryk]

@ArmaitiMex good price for MOPCO. urea still holds upper price

[irekeryk @irekeryk]

@Agrinfo101 I fully agree with you. So my choice is ethanol/sugar, urea and agricultural behemoth form LatAm.
ADECOAGRO 🧐🧐
over 800 mln usd EBITDA for 2027

[irekeryk @irekeryk]

@rahilshaikhMEIR Sao Martinho 🧐
Adecoagro🧐🧐