Brazilian ag company stocks have perked up recently (or at least Adecoagro (AGRO) and SLC Agricola (OTCPK:SLCJY) ), finally driving some good news for investors who’ve seen a difficult stretch with these stocks. Specific to SLC Agricola, the shares are up about 30% from my last article on the company, helped by both ongoing strong equation by the company and improving commodity prices. I also believe the company’s ongoing efforts to drive toward an asset-light model are contributing, with another sale-leaseback transaction at an attractive premium to the appraised value.
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