(Image: Kaype Abreu / Money Times)
Petrobras (PETR4) is likely to announce this year the payment of extraordinary dividends, they say part of the market analysts, in a reversal to the scenario projected until a few months ago.
Until then, US tariff policy was seen as the main obstacle to the payment of turbocharged earnings, as the conflict would tend to impact global demand for oil.
However, tensions between Iran and Israel, coupled with statements by members of the Brazilian government, have fueled the expectations of investors by extra earnings.
On the one hand, the war between the two countries already takes oil from the $ 60 range to the current $ 80. In parallel to this, the government has signaled that must count on Petrobras’ dividends.
Finance Minister Fernando Haddad said this month that the government negotiates extraordinary dividends of state -owned companies, among other issues, to meet the 2025 tax target.
Already this week, Petrobras President Magda Chambriard said the company will make “a lot of effort” to pay extraordinary dividends This year, but pondered that he sees the oil market as an important factor for this to happen.
For Empiricus Research analyst Matheus Spies, the “trajectory is already given” for paying earnings. “There will be extraordinary dividends because the government will want the earnings to [ajudar] Closing the account of the year, ”he said during the market turnover on Friday (20).
He defended the exposure to the company because of the price level in the face of geopolitical conflicts and the possibility of “electoral rally”.
For analysts Vicente Falanga and Ricardo França, from Bradesco BBI and Agora, CEO comments emphasize that extraordinary dividends are among the main capital allocations of the company.
They said they believed that the company’s ability to pay the earnings will probably depend on how long oil remains in the range of $ 70 to 80/barrel.
In April, Bradesco BBI removed the premise of an extraordinary payment of $ 2 billion from Petrobras.
Source: Moneytimes
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