Company Analysis: Brasil Ecodiesel

Initiation of Coverage

Publication Date	August 2008
Publisher	Atalaia Research
Product Type	Report
Pages	28
ISBN Number	not applicable
Product Code	ATA00004

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Summary

In the Initiation of Coverage report, we discuss the company Brasil Ecodiesel, and the potential investment opportunities it offers.

Summarize the primary drivers that are or could create attractive investment opportunities in the target company's industry (see our three-part series "Biodiesel in Brazil - A Rising Tide" for more details about industry drivers).
Identify the key strategic and tactical objectives for a Biodiesel Refiner and those that Brasil Ecodiesel must achieve in order to capitalize on potential opportunities within the Brazilian Biodiesel industry.
Compare Brasil Ecodiesel's performance to date and their plan with the identified industry and company specific strategic and tactical objectives.
Define the specific goals that the company needs to achieve to become a leader in this industry.

Report Insights

Understand the investment potential, both long and short, for Brasil Ecodiesel.
Learn what goals a Biodiesel refiner needs to achieve to capitalize on the Biodiesel opportunity in Brazil.
Learn what progress Brasil Ecodiesel has made towards accomplishing several of the industry goals for Brazilian Biodiesel refiners.
Learn what specific objectives Brasil Ecodiesel needs to achieve to become a viable long-term investment opportunity.

Content

Methodology - Initiation of Coverage
Recommendation
Executive Summary
Market Background
Key Drivers of the Brasilian Biodiesel Industry
- Demand for Biodiesel
- Food versus Fuel
- Consumer Price of Diesel Fuel in Brasil
- Price of Feedstock
- Price of Methanol and Glycerin
- Availability of Non-Food Chain Feedstocks
- Summary of Opportunity
How to Capitalize on this Opportunity?
- Summary
- Reduce Dependence on Food-Related Feedstock, such as Soy
- Qualify for the Brasilian Government's ""Social Seal""
- Create Productive Relationships with Family Farmers
- Produce Substantial Percent of Annual Feedstock on Company-Controlled Land
- Mechanize Harvesting on Company Controlled Farmland
- Gain Access to Engineering Feedstock Plants
- Develop Algae and Other ""Next Generation"" Feedstock Sources
- Create Long-Term Relationships with Glycerin Customers
- Conservatively Manage Cash Reserves and Capital Expenditures
Brasil Ecodiesel's Performance
- Reduce Dependence on Food-Related Feedstock, Such as Soy
- Qualify for the Brasilian Government's ""Social Seal""
- Create Productive Relationships with Family Farmers
- Control the Production of a Substantial Percentage of Annual Feedstock
- Mechanize Harvesting on Company Controlled Farmland
  - Gain Access to Engineered Feedstock Plants
  - Develop Algae-Based Feedstock Supplies
  - Create Long-Term Relationships with Glycerin Customers
  - Conservatively Manage Operating Expenses and Capital Expenditures
Specific Objectives for Brasil Ecodiesel
- Summary
- Increase Cash Reserves - Raise Equity and/or Restructure Debt
- Increase Cash Reserves - Reduce Inventory Levels
- Increase Cash Reserves - More Aggressively Collect Accounts Receivables
- Eliminate, Reduce, or Refocus Underperforming Programs
- Lower Fixed Costs - Sell or Lease Refinery Capacity
- Lower Fixed Costs - Reduce Head Count
- Increase its Customer Base
- Conclusion
Appendix A - Social Seal