MILS3.SA Mills Locação, Serviços e Logística S.A. Loading... : Investor Sentiment and Bull/Bear Views
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21:00
Jan 20
Jan 20
MILS is top fund holding, infra-exposed.
MILS is the largest position in their equity fund; it supplies machines and equipment to infrastructure, benefits from the infrastructure and concession cycle, and is very cheap.
HIGH
21:00
Jan 11
Jan 11
CEO, market share, ROIC, cheap, low leverage.
Matheus Soares says Mills is one of the fund's largest and best contributors because CEO Sergio Caria has a long capital-allocation record, increased his stake and is locked in for 10 years; the company expanded from formwork into larger equipment-rental markets such as aerial platforms, yellow line and forklifts, has about 30% share in aerial platforms, ROIC above cost of capital, pays dividends and does not rely on leverage. After a liquidity-driven 30% selloff in late 2024 from a Latin American fund exiting, the fund added and it remains the third-largest position.
HIGH
About MILS3.SA Investor Commentary
Across the available history and selected sources, Buzzberg tracks MILS3.SA (Mills Locação, Serviços e Logística S.A.) across 1 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Thiago Salomão, Matheus Soares.