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Stock impact report

Adecoagro S.A. (AGRO): A Bull Case Theory [Yahoo! Finance]

Adecoagro S.A. Common Shares (AGRO) 
Last adecoagro s.a. common shares earnings: 5/21 04:13 pm Check Earnings Report
US:NYSE Investor Relations: ir.adecoagro.com
Company Research Source: Yahoo! Finance
Adecoagro S.A.'s share was trading at $8.36 as of January 13th. AGRO's trailing and forward P/E were 35.13 and 20.45, respectively according to Yahoo Finance. mj007/Shutterstock.com Adecoagro presents a high-conviction deep value opportunity amid financial distress. The company owns a substantial portfolio of independently appraised farmland and industrial assets worth far more than its current equity price, yet deteriorating leverage has created a perception of insolvency risk. Trading around $8.16 per share, the stock sits well below the estimated intrinsic land value of roughly $13.70, pricing in debt concerns rather than any deficiency in asset quality. Its Brazilian sugar and ethanol operations, a structural growth segment, deliver adjusted EBITDA growth of 20% year over year, benefiting from a flexible production mix, BRL devaluation, strong global ethanol demand, and industry-leading efficiency, making it a robust cash-generating engine. The recent Profertil acquisition Show less Read more
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