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    Camilla Barden

    sell-side analyst at Bradesco BBI

    Camilla Barden is a sell-side analyst at Bradesco BBI, focusing on the coverage of major Brazilian companies, including CSN (Companhia Siderúrgica Nacional), as evidenced by her participation in the company's Q2 2024 earnings call. She is recognized for her sector specialization in steel and mining, often providing insight during investor communications. While specific performance metrics such as TipRanks rankings or return rates are not publicly documented, her continued presence in earnings calls of leading firms suggests strong standing and influence in her sector. Details regarding her career timeline prior to Bradesco BBI, as well as professional credentials or licenses, are not available based on current public disclosures.

    Camilla Barden's questions to NATIONAL STEEL (SID) leadership

    Camilla Barden's questions to NATIONAL STEEL (SID) leadership • Q2 2024

    Question

    Camilla Barden followed up on the topic of imports, asking if quotas for specific products like zinc sheets were being filled and if a reduction in imports was expected soon. She also asked if the slab cost target of BRL 3,000-3,200 per ton was achievable this year.

    Answer

    Executive Luis Martinez explained that while some import quotas are being filled, the system is misleading as they renew quarterly, and he does not foresee a significant reduction in imports this year. He advocated for more stringent, long-term anti-dumping measures. Regarding costs, he reiterated that while CSN is on a positive path to cost reduction, reaching the BRL 3,000 per ton level for slab is unlikely in 2024.

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    Camilla Barden's questions to NATIONAL STEEL (SID) leadership • Q2 2024

    Question

    Camilla Barden followed up on steel imports, asking if the quotas for specific products like zinc sheets were already filled and if a reduction in imports was expected in the short term. She also asked for a timeline on achieving the slab cost target of BRL 3,000-3,200 per ton.

    Answer

    Executive Luis Martinez explained that import quotas are misleading because they renew quarterly and that a significant drop in imports is not expected this year. He stated the ultimate goal is to use anti-dumping measures for a long-term solution. Regarding costs, he reiterated that while CSN is on a positive path, achieving the BRL 3,000-3,200 per ton slab cost level this year is not likely.

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