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    Victor Modanese Teixeira • UBS

    Victor Modanese Teixeira's questions to Vista Energy SAB de CV (VIST) leadership

    Victor Modanese Teixeira's questions to Vista Energy SAB de CV (VIST) leadership • Q1 2025

    Question

    Victor Modanese Teixeira sought confirmation on whether the acquisition of the La Amarga Chica stake was fully completed and incorporated, or if any regulatory approvals were still pending.

    Answer

    Chairman and CEO Miguel Galuccio confirmed the transaction is 'completely closed' and Vista is now consolidating the asset. He stated that while a formal filing with the antitrust agency is underway, they foresee no issues, and there are no other pending regulatory approvals or conditions precedent.

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    Victor Modanese Teixeira's questions to Cosan SA (CSAN) leadership

    Victor Modanese Teixeira's questions to Cosan SA (CSAN) leadership • Q4 2024

    Question

    Victor Modanese Teixeira of UBS questioned the strategic fit of the land business (Radar) within Cosan's portfolio in the current macro environment. He asked about the potential for short-term monetization of these assets to address the company's leverage.

    Answer

    Executive Rodrigo Alves confirmed that the land business is under review as part of the company's broad assessment of strategic alternatives. He noted that divestments are already actively occurring at the Radar level to capitalize on asset appreciation, although this may not be highly visible externally. He reiterated that all structural options for the land portfolio remain on the table.

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