# Tag: Compass

- [Cosan’s Value Unlock Now Runs Through Rumo and Compass, XP Says](https://brazilstockguide.com/insights/cosans-value-unlock-now-runs-through-rumo-and-compass-xp-says/) (2026-06-23): XP reinstates coverage with a Buy rating and sees 34% upside, but says the investment case depends on listed assets and execution.
- [Which Way for Cosan?](https://brazilstockguide.com/behind-the-lines/which-way-for-cosan/) (2026-05-31): With Raízen increasingly moving into creditors’ hands, Cosan is entering a new phase: preserving the assets that will define its future.
- [Cosan founder says holding will not disappear after debt pressure](https://brazilstockguide.com/insights/cosan-debt-reset-ometto-vale/) (2026-05-19): Rubens Ometto tells the group will remain under family influence, cut debt at the holding level and simplify after an aggressive investment cycle.
- [Cosan Posts R$1.6 Billion Loss as Debt Coverage Weakens](https://brazilstockguide.com/insights/cosan-debt-pressure-r1-6-billion-loss/) (2026-05-14): Brazilian holding reports a smaller loss than a year earlier, but lower dividends, debt prepayments and weaker cash coverage keep pressure on the balance sheet.
- [Cosan Posts R$5.8 Billion 4Q25 Loss as Raízen Writedown Hits Earnings](https://brazilstockguide.com/insights/cosan-posts-r5-8-billion-4q25-loss-as-raizen-writedown-hits-earnings/) (2026-03-10): Quarter shows how equity losses from Raízen and financial costs dominated Cosan’s results despite steady performance across Rumo, Compass and Moove.
- [Cosan Renegotiates R$4 Billion Holding-Level Financing, Brings in BTG and Bradesco BBI](https://brazilstockguide.com/insights/cosan-renegotiates-r4-billion-holding-level-financing-brings-in-btg-and-bradesco-bbi/) (2025-12-30): Transaction renegotiates a 2022 structure, lowers financial costs and extends maturities at the holding company.
- [Big, Too Fast](https://brazilstockguide.com/behind-the-lines/cosan-vale-exit-big-too-fast/) (2025-09-15): Cosan cut debt and sold assets, but value remains harder to extract than iron ore.