Nu Brexit rond is zijn we verlost van een kleutertje aan de overkant, na Trump brengt dit voor mij veel rust. ben dan ook long in ABNA, vrn vanwege kansen op samengaan met Volksbank of een andere partij ??
Nog twee onzekerheden:
1> Boete, zou al lang bekend zijn , maar denk dat ze vrij strak aan t onderhandelen zijn over de hoogte van de witwasboete. of er is iets anders gaande.
2> verder afschrijvingen , nu denk ik dat dit pas in q1 2 2021 komt, daar ik in q4 2020 nog weinig bedrijven ten onder zie gaan in nl...
Zag ook nog een bericht langskomen over het soya bedrijf:
SAO PAULO, Dec 23 (Reuters) - Private equity fund IG4 on Wednesday concluded the acquisition of Brazilian logistics company CLI, which operates one of the country's largest grain terminals in the northern port of Itaqui as part of a consortium.
The deal is valued at roughly $240 million, including the acquisition of debt from CLI's controlling shareholder, CGG Trading, which was converted into equity, and some debt restructuring.
CGG Trading's creditors were Banco Bradesco SA BBDC4.SA, Banco Votorantim, Banco Santander Brasil, Banco do Brasil SA, Rabobank, ABN Amro, Bank of China, Credit Suisse and Metlife Inc, the fund said.
The Tegram terminal, in the Brazilian state of Maranhao, is one of the largest used for soybean and soybean meal exports coming from the northern states. Besides CLI, it also has as partners Glencore , Amaggi and Louis Dreyfus Company, among others.
Helcio Tokeshi, a managing director at IG4, will take the helm of CLI as CEO. Among his goals is to increase usage at the terminal, which has just doubled its storage capacity to 15 million tonnes of soy, he said in an interview.
IG4 funded the purchase with the proceeds from its second infrastructure fund, which raised $231.5 milion to focus on special opportunities in Latin America.
The move by IG4 comes as Brazil's 2019/20 soy crop beat a record of 124.8 million tonnes and the 2020/21 crop is expected to be even bigger.
(Reporting by Carolina Mandl; additional reporting by Roberto Samora; editing by Richard Pullin)
((carolina.mandl@thomsonreuters.com; +55 11 5644 7703; +55 11 97116-3806;))