Observed arrival · 2026-10-18
The $1.8M case for Hacienda Santa Gertrudis
An analyst workbook examines an Ecuadorian coffee estate’s proposal to build an integrated specialty-coffee platform, laying out projected finances, capital needs, returns, and diligence questions.
- For
- Investors evaluating specialty-coffee ventures
- Worth noticing
- The analyst reports $2.82M cumulative ten-year free cash flow in its downside proxy, versus negative base-case cash flow through 2029.
Field notes
The workbook presents figures for 2027, 2028, 2029, 2031, and 2036; intervening years are faded and interpolated at constant growth, with the page saying they reconcile to within roughly 4% of the memo’s ten-year cumulative free cash flow. It distinguishes a $1.58M peak core draw from an ask that includes contingency, and says about $535,000 would settle legacy liabilities rather than finance growth.
Observed signals
Read the marks
Editorial observations of this landing page, not a rating.
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