Analyst
Bradesco
Equibles does not estimate personal net worth.
Rafael Barcellos is recorded as Analyst at Bradesco. Rafael Barcellos has spoken on 4 earnings calls and 1 other investor event across 5 companies, most recently for Ero Copper Corp. on September 14, 2026. Those appearances were for Ero Copper Corp. (ERO), Ternium S.A. (TX), Gerdau S.A. (GGB), Vale S.A. (VALE) and Southern Copper Corp (SCCO). The companies whose calls Rafael Barcellos spoke on are classified in the Basic Materials sector.
“So on the capital location, so I think, Wayne, if I'm not wrong, you mentioned that depending on market conditions and considering that the company will head into a net cash position by year by year, and you could analyze a shareholder remuneration policy, right, in the next, like, two quarters or so.”
“So, looking at your price realization in the second queue, I mean, it was very strong, but looking at how Mexican steel prices have performed over the past few months, and given the contract lags, I mean, it seems that your second queue price realization could have been even better than what you published in the…”
“Obrigado, Arianna, Bernec, Japur, pela oportunidade aqui de perguntar. Minha primeira pergunta é sobre o tema mais debatido aí nessa manhã com os investidores, que foi o Outlook, que vocês passaram para o próximo trimestre em Estados Unidos.”
“So the first question looking at your new all-in cost guidance for iron ore and given what you delivered in the first half of the year it seems that your guidance implies an all-in which is sort of flattish with the first half while when we look at your C1 guidance it implies a more significant decline over the course…”
“So the first question I just wanted to get your views on the overall political environment in Peru.”
Bradesco
Analyst
Transcript header (unverified)
ERO
Copper · Basic Materials
TX
Steel · Basic Materials
GGB
Steel · Basic Materials
VALE
Other Industrial Metals & Mining · Basic Materials
SCCO
Copper · Basic Materials
