@Aaltomare1973@Tiagogreis@grok explique pormenorizadamente como isso funciona, tanto para as ltda quanto para esses etfs irlandeses e se essa estratégia funciona bem com a reforma tributária que vigerá no Brasil a partir de 2026
Zenvia $ZENV is undergoing a big transformation.
The company recently announced the launch of Zenvia Customer Cloud, which is projected to grow 25-30% in 2025 at positive ebitda margins.
There will be a strong focus on this and Zenvia will look to divest assets outside of this core (which seem quite substantial).
Indeed, they already announced a ~15% workforce reduction.
Our friend @ClarkSquareCap has done quite some work on this name.
We highlighted $ZENV regularly in our TMM, our overview of actionable event-driven trades. Find it at @ToffCap
$Zenv possible divest scenario
CpaaS biz '24 ebitda annualized is 130 mil real
23 mil USD
5-7x Ebitda would be low to fair.
115 mil USD - 161 mil USD
-5.5 mil net debt
Would cover almost marketcap with Zenvia SaaS segment being free.
@alc2022 ‼️If you want a real multibagger in your wallet give a chance to $ZENV considered the Twilio of Brazil. Super cheap, profitable no brainer here
@dipinvest ‼️I would choose $ZENV although it is not European this is definitely the cheapest stock in the market right now. ZENVIA is considered the Twilio of Brazil and is super profitable. It can go 8X easily imo
@SleepwellCap If you are looking for the next Meta, with explosive earnings and in the tech sector take a look at $ZENV the Twilio of Brazil super cheap and profitable. I would risk to say this is the cheapest stock in the market right now
@SleepwellCap If you are looking for the next Meta, with explosive earnings and in the tech sector take a look at $ZENV the Twilio of Brazil super cheap and profitable. I would risk to say this is the cheapest stock in the market right now
@dipinvest ‼️I would choose $ZENV although it is not European this is definitely the cheapest stock in the market right now. ZENVIA is considered the Twilio of Brazil and is super profitable. It can go 8X easily imo
@alc2022 ‼️If you want a real multibagger in your wallet give a chance to $ZENV considered the Twilio of Brazil. Super cheap, profitable no brainer here
@AltayCapital If you are looking for a multibagger take a look at $ZENV super cheap, profitable and it is considered the Twilio of Brazil. I presume this is the cheapest stock in the market right now ‼️