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Value After Hours E05 S22: Tavi Costa on Commodities and Precious Metals, Energy, China, and Value

The Acquirers Podcast

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The Potential for Large Shifts That Are Not Valuable Today

I don't think we're at the time when those businesses will become state owned companies instead I think they're, you know, we go through phases on that. As we see Brazil becoming more successful and other, I guess, positive, positive outcomes happening as an example setting the example to setting the stage for other countries to do the same. There's a big potential for large shifts that are not value accordingly today in most of those companies. When we acquired this asset and believe it I mean we were acquired it almost for one time cash flow today or free cash flow actually it was it was ridiculous how cheap it was.

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