LatAm Investing in Land Reasons

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Slide 2: 

Private Equity & Investment Advisory Firm: We Scout & Structure Deals Raise Capital & Finance Implement & Manage

Slide 3: 

SECTORS: Agribusiness & Food Energy Chemicals Real Estate

Slide 7: 

Agricultural Land Sq.Km per 1000/Hab PAR: URU: ARG: BRA: IND: 44k 44k 34k 15k 1.6k

Slide 10: 

AGRICULTURAL OFFSHORING RELATIVE HIGH ROI RELATIVE LOW RISKS FUTURE GROWTH

Slide 11: 

Mercosur Today 50% of Soybean World Production 56% of World Soybean Exports 35% of Soybean Oil Production 78% of World Soybean Oil Exports

Slide 12: 

Market Share 2008/2009

Slide 13: 

Mercosur to 2017 Source: USDA, Feb 2008

Slide 14: 

Land Price Arbitrage 100%

Slide 15: 

PRODUCTIVITY

Slide 19: 

PAR: BRA: URU: ARG: IND: 56k 45k 40k 21k 2k TARWR Cu.MT/Year/Capita

Slide 25: 

Traditional Areas USD/Acre 2,400 - 7,300 New Areas USD/ Acre 400 - 2,600 2000: 42 million acres 2008: 68 million acres Potential: 260 million acres

Slide 26: 

KEY CRITERIA USABILITY % READINESS % CROPS / YEAR YIELDS

Slide 27: 

KEY CRITERIA TRANSPORT SERVICES TPAI

Slide 28: 

USD 3,000/Acre MAY BE “CHEAPER” THAN USD 850/Acre

Slide 29: 

“PIAUI CASE” LAND: USD 850 IRRIGATION: USD 600 LAND PREP: USD 600 TOTAL USD 2050

Slide 30: 

“PIAUI CASE” MARGIN: 100 % TRANSPORT: - 20 % AMORTIZATIONS: - 5 % PRODUCTIVITY: - 15 %

Slide 31: 

“PIAUI CASE” TPAI (USD): 2,050 vs 3,000 MARGIN: 50% vs 100% ROI?

Slide 32: 

Traditional Areas USD/Acre 2,300 - 7,600 New Areas USD/ Acre 600 - 2,700

Slide 33: 

Traditional Areas USD/Acre 1,400 - 2,800 New Areas USD/ Acre 400 - 1,600

Slide 34: 

Traditional Areas USD/Acre 1,900 - 2,900 New Areas USD/ Acre 1,000 - 2,200 2000: 0.8 million acres 2008: 1.4 million acres Potential: 4.4 million acres

Slide 35: 

SELECTION OF LAND

Slide 36: 

RISKS

Slide 37: 

RISKS: FOREIGN OWNERSHIP BRA: LOW - MEDIUM ARG: LOW PAR: MEDIUM - HIGH URU: LOW - MEDIUM

Slide 38: 

RISKS: RULES OF THE GAME BRA: LOW ARG: HIGH PAR: MEDIUM - HIGH ? URU: LOW

Slide 39: 

RISKS: MACRO & GENERAL BRA: LOW-MEDIUM ARG: MEDIUM-HIGH PAR: MEDIUM - HIGH ? URU: LOW-MEDIUM

Slide 40: 

RISKS: FOREIGN OWNERSHIP BRA: L-M L-M M ARG: L H M-H PAR: M-H M-H M-H URU: L-M L-M L-M RULES OF THE GAME OTHER MACRO

Slide 41: 

RISKS: AGRICULTURE WEATHER GRAIN PRICES

Slide 42: 

RISKS: LAND PRICES

Slide 43: 

RISKS: OPERATIONS

Slide 44: 

RISK MITIGATION

Slide 45: 

RISK MITIGATION DIVERSIFY: COUNTRIES REGIONS LAND FUNDAMENTALS CROP POTENTIAL

Slide 46: 

RISK MITIGATION CAREFUL SELECTION: LAND & WATER SERVICES LOGISTICS MANAGEMENT Total Price After Inv.

Slide 47: 

RISK MITIGATION RECOMMENDATIONS FIRST DEFINE OBJECTIVES

Slide 48: 

THEN DESIGN STRATEGY RISK MITIGATION RECOMMENDATIONS

Slide 49: 

FINALLY ACQUIRE LAND RISK MITIGATION RECOMMENDATIONS

Slide 50: 

EXECUTE UNDETECTED

Slide 51: 

BE PREPARED TO HIT

Slide 52: 

FUTURE PATHS

Slide 53: 

more Direct investments Structured Financing

Slide 54: 

biofuels Palm Oil Jatropha Ethanol

Slide 55: 

Industry & Food Industrialization M&A Joint Ventures

Slide 56: 

WHY US

Slide 57: 

ALLIED VENTURE Knowledge of Lat.Am. Knowledge of Agro Investment Advisors

Slide 58: 

Ambassador of India Mr. R. Viswanathan The Solvent Extractors’ Association of India We would like to Thank:

Slide 59: 

Dave Ramaswamy: dramswamy@alliedventure.com Marcos Marin: mmarin@alliedventure.com Treinta y Tres 1334, Of. 401 Montevideo 11000 - Uruguay Tel.: +598 (2) 916.2600