Subscriber Discussion

What Is Hanwha's Brazil Business Like?

Robert Wren Gordon

•Dec 23, 2020

IPVMU Certified

Here are my notes from today's conversation w/ Jason de Souza re Hanwha in Brazil.

Conversation w/ Jason de Souza (Hanwha – Miami, FL)

******** **, ****

****** ************ – ****** *******

****** ***** – ****** *******

******** ******** – *** *******

*********** ***********

******* ***** *****

*********** *** **** **** ***** ********

Reactions:

Robert Wren Gordon

•Dec 23, 2020

IPVMU Certified

**** *** ** ***** **** *****'* conversation */ ***** ** ***** ** Hanwha ** ******.

************ */ ***** ** ***** (****** – *****, **)

******** **, ****

****** ************ – ****** *******

***** *** ******** ************* ** ******** operating ********
*** ******* ** *** *** **** of * ********; *** ******** ** strong. *** ******* ** *** ******* when ******* **** ****.
*** *******, ***** ** * ******* in *****, *** *** *********** **** is ******* ** *** *** ***** payment ****** **** ******* *************, ********* Hanwha, *** **** ******** *****
****** ** ** *** ******* ** consolidating ************ ** ****** *** ******** higher ****** ***** ** ****** *** can ***
****** **** *** ******** * ***** entity ** ****** *** **** * representative ***** ******* *******
**** ** ***** **** **** ******* Livre (***** ******** ******* ** ******) in ****
****** ******* ***** ******** **** ********** L8
******* ** ***** ******* *** ******* of ********** ** ******* *** ******** to *******, ***** ** ****** ** get ********* ************ ** ***, *** example, *** ********** ** ******* ******** from ******* *** **** *** ******* sent ******** ** ******, **** *** the *********** ******* **** **** ******* to ******
****** *** *** * ****-**** ******** at ********* *********** *** ***** ************ is ***% **********-*****, ******* ** ** the **** **** *******; **** ******** will ** ********* ** *** ***********’* sales ** ******
****** ***** ** **** *** ********* of *** ************
**** *** **** **** ** ******* countries, *.*., **-***** ********* ** ****
**** **** **** ******** ***** ****** published ** **** *** ********, ****** U.S. ** ***** **** ****, ************* Hanwha ***** ** ***** *** * fraction ** ****
***** ** ****** ***** ** * customer
********** *** ***** ******* ** *******-***** Hanwha ********* ** ****** ** * point ** ***** *** ****

****** ***** – ****** *******

****** *****’* ****** ******* ** ***-***** but **** *** ** *** ****
** **** ******** ******** ** ******* at ****** ****
****** ** ******* ** ****** ************ with **** ** ******
****** *** ***** ** **** **** Ingram *****, ***** **** ****
****** ***** ****** *** *** ** its ********** ****** ********, *** ********* with ***** *** *** ***** ********* to *** **** *** **** **** low ******** ** ******* ** *** standard ** ****

******** ******** – *** *******

****** **** ****** *** * ************ name ******* ** ****** **** ** hampering ********
“******” ** ********* ******* ** ****** Spanish- *** **********-********, “*” *** ** sound ** ****** ******** *** “*” is * ******* ******
* *** ** ****** ********* ****** as “**-***,” ******* ** *** **** Ana/Anna
** ***** ** *** *********** ** the ****** ****, * *** ** people **** ****** ****** ** **** the ***
************, ***********, *** ***-***** ***** ***, “Who ** ******?”
****** ******* ** **** ***** ******** countries ***** **** *******
**** ******’* *** *********** ********* *** product ** “*******” ******* ******* ** a ***** *********
***** ** ******* ** ********* * new ********** *** ***** ********* ** better *********** *** ****** ****
** ******** **** ****** */ ****** Techwin ****** ********* **** ** *****
*** **** ** ** **** **** about ***** ***** ** ** ********* and *********** ***** ******* */ ***** Korea *** **** ****** ***** **** the ******* ****** *** ** *** part ** *****
********** ******** ** *** **** **** Hanwha ** *** * *** *****, recently ********** ** * **** **** a ****** ****** ******** **** **** they ****’* **** ** *** ****** spoke *******
******* **** ** ** *** *** Wisenet **** ***** ******* ******* ** Hanwha ** *******. *** ******* *** Wisenet, ** ** * ***** ****** and * ******* **** *** ****** facilitate ********.
**** ** *****—*** ******* ** *** Juan, ** **** ** *** *****, is *** ****-********* **** ******; *******, most ******* ********* *** ******* *** think **** **** ******* *******

*********** ***********

****** ** *** ****** ******* **** Genetec *** *********
****** ** ******* *** ****** **** Axis’s *** *** **** ** * much ***** ***** **** *****’*
****** ** ***** **** ** ******* with *** ******* ****** ****; ******* can’t ** ******* **** *** ********* and ***** ** ******* ********** *************
******** ****** ******** ********* ******* ****-*** brands (*.*. **** *** *****)
*** **** *-****** *** ******* **** Hanwha * *** *** *** ***** and **** ****** ** *** ****
**** *** *** *** ***-*********** ********* price ****; ***** **** *** **** this *** ******
******’* **** ** ** ***** ******* the **** *** ***** ***** ******* (costs *** ** ******* ** ****** local ************ *** ** ****** ******* directly **** *******)

******* ***** *****

****** ** ***** ****** ******* ** exchange **** *************
***** *** **** * ****, **** IPVM ********, ********** ****** ******** ******* presidential ********* **** ****
****** *** ********* *** ******* ******** w/ ***** ************
******* ******* ***** *** ******** ** Uruguay

*********** *** **** **** ***** ********

******** ****** ****, *****, *** ****** will ******* *********** ********
******** ** **** **** ** *** challenges ** ***** ******** ** ********* wherein * ******* *** **** ******, government, ******** ************, *** *** *** manufacturers *** **** ** ***** ********* by *** *********** ** *** *****
**** ******** **** ******** ** *** advantages ** ********

Reactions:

John Honovich

•Dec 23, 2020

IPVM

****** *****’* ****** ******* ** ***-***** but **** *** ** *** ****
** **** ******** ******** ** ******* at ****** ****

**** ************ * *** ***** ***.

****** ***** ****** *** *** ** its ********** ****** ********, *** ********* with ***** *** *** ***** ********* to *** **** *** **** **** low ********

****'* ***********.

******** ******** – *** *******

**** *********** *******

******** ** **** **** ** *** challenges ** ***** ******** ** ********* wherein * ******* *** **** ******, government, ******** ************, *** *** ***

****** ***********

**** ******** ** *** ********** ** Mercosur

**** ***** **** ******* **? * don't **** ****** ***** ******** ** have * *****.

Reactions:

John Honovich

•Dec 31, 2020

IPVM

**** ** ***'* ** ******* ****** with *********, *.*., ** *** "**** is ******'* ****** ******** ****?", **'* confusing ** ******* ***** * ****** can't ** **** **'* * ******* for *********** **** ** ** ** examination ** ***** ****** ******** ***** on ****'* ********, * ******* *** report ***** ** "******'* ****** ******** Examined"

Reactions:

Robert Wren Gordon

•Dec 31, 2020

IPVMU Certified

In reply to John Honovich

**** *******, ****. ***** *** *** the ******** *** *** ******** *** title. * **** ****** **** ****** going *******.

Reactions:

Robert Wren Gordon

•Jan 07, 2021

IPVMU Certified

**** *** * **** */ ***. I ** ******** ** ********** *** post **** ****:

Competitive ***********
***** ******* *******
"**** ********** ** ****** ****** ******"
*********** ***** *****
Recent *********
************ ****** *** ******
************ ****** **** ******* *** ********—*********
******* **** *** ***** **** ****** is ********* ** *** **********, ******* now ****** **** *–* ***. ***
**********
****** ** ****** **** ******* ** Brazil
*** **** ********** ********
******** ** ********
*** ******* ** ***** ** ******, Northeast ** ********* *******

*** ** **** **** **** ******** are.

Reactions:

John Honovich

•Jan 07, 2021

IPVM

In reply to Robert Wren Gordon

***** ******* *******

**. **** **** ****'* ***. ****, this ** ******** ** ** ***** Brazil, *** ******* ******* ********. "***** quality *******" ** ********* *****, ********* observers ** *** ***** ****** ** 'great *******"

"**** ********** ** ****** ****** ******"

** **** **** **** *****. ****** wants ** **** ****** ******? *** doesn't? ** *** ********* ****** **** to **** ****** *****? **** **** this **** ****** ***** ******?

**** ** *** ******* ****** ** but **** ** *** *******, ***** writing ****, **** ** * ***** later ***** ** * *** *** a **** ** **** ***** *** have

Reactions:

Robert Wren Gordon

•Jan 07, 2021

IPVMU Certified

In reply to John Honovich

****, **********.

Reactions:

Robert Wren Gordon

•Jan 07, 2021

IPVMU Certified

* ******* *** **** **** * very ***** *****. ***** *** ****** that * **** ** *** *** I **** ** ****** **** ******, I **** * *** ** ******* to ******* ** *** ******** *****.

**** **** ****** ** *** ** the ***** **** ******'* **** ******* manager *** ******, **'** **** ** touch ** *** *** ********** *** day *** **** *** ** ******** talk.

******* ******* ** ********* ********.

Reactions:

Donald Maye

•Jan 07, 2021

****** ***** ** ****

Reactions:

John Honovich

•Jan 07, 2021

IPVM

**** * ***** ****, **** ** better ** ******* ** ** ** more ***********, * **** **** **** in ****** *******

“**** *** **** *** **** ***** strategy”

***** ******* **** ****, ** ********** only *** **** ** *** **** so ********** *** *** **** ** not *** **** **** **’* *** very ***********, *** ********* **** ******, for ******* ***** ***** ******** ** poor **** *** ***** ******** ** mediocre **** *** ***** ******** ** deficient ** *** ***.

Reactions:

Robert Wren Gordon

•Jan 08, 2021

IPVMU Certified

**, ****.

****** ******* ** *** ****** ****:

******'* ****** ******** ********

Reactions:

Robert Wren Gordon

•Jan 08, 2021

IPVMU Certified

**, ****.

****** ******* ** *** ****** ****:

******'* ****** ******** ********

Reactions:

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