- SLC Agricola continues to advance a high-return asset-light model predicated on generating above-average yields from Brazilian farmland.
- The Terra Santa deal expands planted acreage by 30% at very attractive prices, with little expected erosion in average yields.
- Although SLC Agricola has shown it can generate good returns across cycles, the shares will often trade more on near-term commodity prices.
- SLC Agricola should be able to generate double-digit annualized returns from here, but the current high price environment is a risk to consider as the shares are vulnerable to short-term commodity moves.
For further details see:
SLC Agricola Reaping Booming Commodity Markets And Advancing Its Value-Creation Strategy