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Research Analyst at Vinci Compass
Omar Avellaneda is an analyst at Vinci Compass specializing in Latin American equity research, with a particular focus on covering companies such as Cementos Pacasmayo S.A.A. He is recognized for his incisive analysis and has actively participated in company earnings calls, demonstrating up-to-date coverage and industry expertise. Avellaneda began working at Vinci Compass in recent years and has established a reputation for delivering comprehensive market insights. He holds professional credentials in financial analysis, though specific securities licenses or rankings have not been publicly disclosed.
Omar Avellaneda requested an update on the Ayawilca project and Nexa Resources' investment in Tinka Resources.
José Carlos del Valle, CFO, Nexa Resources, explained that Ayawilca's environmental impact study was disapproved, requiring discussions with the government, and Nexa decided not to participate in Tinka's equity follow-up, leading to dilution.
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Omar Avellaneda requested an update on the Ayawilca project and Nexa's investment in Tinka Resources.
CFO José Carlos del Valle stated that the Ayawilca project's environmental impact study was disapproved, and Nexa is engaging with the government to determine the project's future. Regarding Tinka Resources, Nexa decided not to participate in a follow-up equity offering, leading to dilution, as other priorities took precedence.
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Omar Avellaneda of Vinci Compass asked whether a competitor's use of the new Chancay port to import cement would alter the competitive landscape in the Peruvian market for Cementos Pacasmayo.
Humberto Nadal Del Caprio, GM, CEO & Director, clarified that the Chancay port primarily serves the Lima market and is not expected to significantly impact Pacasmayo's northern stronghold. He explained that Pacasmayo's competitive dynamics are more influenced by the Salaverry and Paita ports and noted the competitor's use of Chancay was likely a temporary measure due to issues at the Callao port.
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Omar Avellaneda from Vinci Compass asked whether CEMEX's recent use of the new Chancay port to import cement alters the competitive dynamics in the Peruvian market.
CEO Humberto Nadal Del Caprio stated that the Chancay port is a positive development for Peru but has minimal impact on Cementos Pacasmayo's market. He explained that Chancay is close to Lima and serves as an alternative to the Callao port, whereas Pacasmayo's northern market is more influenced by the Salaverry and Paita ports. He added that CEMEX's use of Chancay was reportedly due to temporary technical issues at the Callao port.
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Omar Avellaneda from Vinci Compass asked whether CEMEX's recent use of the new Chancay port to import cement alters the competitive dynamics in the Peruvian market for Cementos Pacasmayo.
Humberto Nadal Del Caprio, GM, CEO & Director, explained that while the Chancay port is positive for Peru, its impact on Pacasmayo is minimal. He noted the port primarily serves the Lima market and is an alternative to the Callao port, whereas Pacasmayo's market is influenced by the Salaverry and Paita ports in the north. He added that CEMEX's use of Chancay was due to temporary technical issues at the Callao port, and it is not certain they will continue to use it.
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Omar Avellaneda from Vinci Compass asked whether CEMEX's recent use of the new Chancay port to import cement alters the competitive landscape for the Peruvian market.
CEO Humberto Nadal Del Caprio explained that the Chancay port primarily impacts the Lima market due to its proximity and serves as an alternative to the Callao port. He stated that Pacasmayo's northern market is more influenced by the Salaverry and Paita ports. Mr. Nadal concluded that while any new port can cause minor shifts, he does not foresee a significant change in competitive dynamics for Pacasmayo's core region.
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