This movie must be very good, The Huntsman. I can not wait to see another movie with her.
In my personal life, my car broke, I fucked, I took a lot of taxies, I spent a thousand dollars to repair the car (at least this time I did not fuck in the authorized dealer’s hand). Either way, it’s cheaper than buying a new one. I’m still waiting for the salary to come in to be happy again, it’s too hard to work and not receive.
The crisis that the demon generated broke the states; The governors take advantage of this to not pay their suppliers and service providers (this is where I go) – the state’s insolvency functions are getting up to date – LINDO. What comforts me is that 2016 will be a sensational year for me where I will contribute a lot, and 2017 as well. Very good to be single, without children and without big debts, the hour is this my friend, THE JOKE’S ON!
Alpargatas was one of the first actions that I bought there for the years of 2013. I do not consider it very good, nor top of the pyramid, in those times I bought it more for the purpose of diversification, even out of sheer ignorance, it was not a bad choice, Well, it’s not an action that pleases me so much past all this time. The truth is that for 5 years that profit has decreased 3% every year, and that sucks.
The truth is that recently it was just sold by Camargo Correa (for an agreement with the MP due to the operation of the jet was Camargo Correa is selling many assets) to the company of the group Friboi that is a company involved in many scandals (both ) And with this the people of the blogosphere are very discouraged with it, a lot of people are selling, I have not yet made any decisions, maybe I do not contribute more but maybe I do not sell, my position in it is average, neither small nor big.
To begin with, it is not part of the New Market, it has a tag along 80% in ON (nothing good to partner), 5856 individual investors, 776 corporate investors, 488 institutional investors. For a company that has almost 100 years in bovespa these numbers are weak, it has already changed control a few times and this may have messed up, and now it will change again.
Anyway it’s not a top company, nor a dear, nor is it with good data and nor at a good time currently, the exchange of control is not helped either, I would not enter it now with the knowledge I already have, but I also see no reason to Alarm and exit.
By google finance the graph looks horrible, the graph above removed from the site of bovespa. This is the picture of how behaved the share price in the last 10 years approximately, we see a significant appreciation after the crisis of 2008, who knows with this exchange of control many people sell and the quote falls more, a good opportunity for the partner Increase your position by buying cheap.
We also see that the ON ALPA3 action is much more valued than the ALPA4 which is rubbish that you should never buy if you are a partner because at that time anyone who has ALPA4 suffers and receives much less in the majority shareholding exchange.
I still hope one day for bovespa to take shame in the face and put a simulator to put a lot of assets there reinvesting the dividends and it calculates the total profitability of each asset or even a whole portfolio.
The alpargatas website and RI are very good and very explanatory. By the way, these are the brands that the espadrilles have, the main and most lucrative are the Havaianas that are exported to the whole world.
As marcas Topper e Rainha foram vendidas e já não são mais da Alpargatas. Com a desculpinha esfarrapada de despesas financeiras com a venda da empresa, o lucro no 4T15 desabou mais de 40% o que impactou muito mal no anual. Pra gente o que importa é lucro líquido. Também em pleno verão as vendas de havaianas caíram 10% em relação a 2014 (é a crise no Brasil).
Let’s go to the release prints:
That is, they greatly increased revenue, gross profit, and EBITDA. At the time of increasing net profit that is the remainder that we have left after the controllers and thief government, increased only 0.7% in the year. A little fucking bitch that the almost 6,000 minority. If I continue this clownishness I will put order to sell my shares at 40 reais, if they do not want to buy beauty, they can close this OPA and I do not sell my actions, just out of temper.
Guys, when I start talking about company analysis here and I talk about governance, Novo Mercado, tag along, and etc is not to fill sausage.
GOVERNANCE IS EVERYTHING! That’s the lesson!
Those who paid for this exchange of control were the Muggles of the minority, US and more than 5855 Muggles.
Let’s see now that next year is not going to have this (hopefully) as it will be.