HIBERNATION NECESSARY EVIL OR FALLACIOUS AND DANGEROUS?

"Kids": our mothers would close everything up in the face of a thunderstorm, cover the mirrors to prevent the lightning from hitting us, and we would sit still and wait for it to pass.

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We've certainly been through several "storms" in our personal and professional lives, but bad situations and uncertainties about the harm that the hostile environment may cause us make room for hibernation procedures: under the command of controllers and financiers.?

Hibernation would be the preparation of the house, so that even if it falls on our heads, we survive. A colleague in the retail and supermarket construction industry said to me: "my operation is finished, there's no more market, we had 250 employees and now we're down to 15, the office from 500 to 50m... I'm preparing to close down while I look for new alternatives to preserve the boss's capital... that's my job as CEO...".

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Is that right? It depends on which side of the coin you look at. Those who were vulnerable are worse off!

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Now, the 1967 attendees at our International Conference, looking ahead, are going to follow the paths we have set out, we are all clean and green origins, ESG Green Innovatech food and concomitant and certified energies, and they are all ready. There will be a great deal of consolidation in the sector, as is happening all over the world, and some will be punching a knife and getting hurt.?

We have never seen this attitude work and be productive, but our spirit of always moving forward leads us to be more careful, more selective, to look for solutions that were previously overlooked, there is a lot of money, and many partners and businesses in the same situations with credit and looking for consolidations and businesses that complement each other and/or meet new demands and markets.

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We create and offer tailor-made solutions on a case-by-case basis, analyzing together what best fits your plans and strategies, with our first-rate international associates, such as:?

- origination as it should be done to add value and at lower costs, security;

- integrated end-to-end logistics without tied volatility, door-to-door and with flexibility offering margins and security

- distribution and execution of contracts with insurance and security, become international or behave as such, the world has become borderless and traffic is free and 5G,

- risk management, data management, solutions, VaR Advanced tools, limit monitoring, stress tests: effective hedging for everything

- digitalized contract management and execution to ensure results in your pocket

- effectively traceable and certified èSG Green Innovatech solutions and industrial processes for food and energy at the same time as the lowest CAPEX and best OPEX. Stone bran at SPC prices without gossypol!!!

- Local Green Ammonia, H2V, Biofertilization, Blue or Green Urea, better remuneration for your energy, savings of more than 50% and even an option for biofuels!

- Electricity and thermoelectric plants saved by up to 50%. Solutions according to each case, your!

- climate, management and solutions. Yes, we have ideas and learning to share. There is always a way to do more and better, based on what you do well!

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We have traveled the country from North to South and from West to East, with the exception of "Sorriso", from the middle class to the bottom of S?o Paulo, to the bottom that are the middle minis (Class C- to D) entrepreneurs supporting the generation and maintenance of jobs, failing, they close or retract in revolt!?? There's no other way out!??

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Real estate prices, and not just in China or the USA, have collapsed: everything is for sale and at any price. An apartment that cost R$1,000,000.00 six months ago is now trading in desperation for R$440,000.00.

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Opportunities and risks! Happiness for those who sold to the realtors who live off rentals. Will they pay?? The brokerage, of course! And the future? God willing!

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On the other hand, it's an excellent opportunity for those who buy and consolidate, to choose a good hotel with a guaranteed income rather than gamble on something they don't know or control, such as stock markets and miraculous flat funds. It's already cost too much and let's be prudent and focus on what we know.?

Buying up almost abandoned land and farms costs a lot less than it used to and with excellent payment terms. Sugar mills, oil factories, seed companies, and so on are in a very active process of consolidation with interesting partnerships and bankers coming along because you also have to invest in what is safe. What is safe? You offer what you know best!

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Capital at will, and the market moves actively. Hibernators risk freezing to death and not waking up.

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Of the 50 most successful municipalities in agribusiness, the champion is Sorriso, 40 are in the state of Mato Grosso: I've been living and following this whole evolution since 1970 when I opened Vale do Guaporé, a Mediterranean state 2,000 km away from everything, with a low population and markets, a land of crooked sticks, drought, poor land, horned cattle, transformed by emigrants from the south into today's miracle. They came with their suitcases on their backs, with children and no way of returning.

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Winners, they sent their children to the best schools, training them for new situations and realities, professionals, the 2nd Generation is excellent and surprising, because they are adapted, digital, modern and competent.

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They are fundamental to the evolution whose development cycle began with the discovery of the technology of specific cultivars for the cerrado. This was followed by the implementation of no-till farming and a series of other technologies for improving and correcting the soil (limestone and phosphorus deposits), pivot irrigation, etc... Then came the revolution in large agricultural machinery and equipment and the growth in static storage capacity, as well as the incorporation of rail and river transport, then the partial reversal towards the northern exit and related ports, now robots, drones, biodefensives suited to the new green and clean world.

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There are opportunities to invest in your agro-industrial projects by going vertical without even having to put up the CAPEX and even the OPEX: there are those who need decarbonizing certifications and they will come with you.

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Shall we talk more?

Ant?nio Iafelice

CEO Consultor | Conselheiro do Conselho Superior do Agronegócio - COSAG/ FIESP | Executivo Sênior Operacional | Expert em Agronegócio | Cria??o de empresas abrangendo todas as fases do negócio