$AZUL #AZUL4 Agreement reached. Massive dilution and/or chapter 11 are out of the picture now. $550M in debt swapped for 33M shares, equivalent to $16 per share, 6x higher vs today’s close ✈️🛫

$AZUL4 $AZUL #AZUL4 Azul gets new financing, improves cash flow, and concludes agreement with lessors & OEMs

$AZUL4 #AZUL4 $AZUL Azul’s 3Q24 numbers were impressive. EBITDA margin 32.2% while achieving record revenue of R$5130M. Operating margin 20% thanks to a load factor of 82.6% and a flat CASK QoQ. FY2024 EBITDA of R$6B and and estimate of R$7.4B for 2025. R$458M in FCF for the Q

$AZUL4 #AZUL4 $AZUL if equitization of debt is done using 100M shares, total share count would be 233M and net debt will drop to R$19B. Assuming projected EBITDA is achieved, at 6x EV/EBITDA, the value of equity would be R$25B or $18.49 per share.

$AZUL4 $AZUL #AZUL4 Deutsche Bank upgrades Azul to buy with a target price of $6 🚀

$AZUL $AZUL4 #AZUL4 BTG Pactual bullish with Azul. Sees shares risinig 227% thanks to strong operational performance. 🚀

$AZUL $AZUL4 #AZUL4

$azul $azul4 #azul4

$AZUL $AZUL4 #AZUL4 🇧🇷 ABRA AND AZUL STRUCTURE MEMORANDUM TO NEGOTIATE POSSIBLE AZUL-GOL MERGER MEMORANDUM WITH ABRA MUST HAVE CONDITIONS FOR DEAL BETWEEN AZUL AND GOL MEMORANDUM FOR POSSIBLE BLAZUL-GOL MERGER MAY BE SIGNED IN JAN/25 AZUL AND GOL COULD CREATE A CORPORATION,

$AZUL4 #AZUL4 $AZUL With over 20% of shares shorted, Azul is an ideal candidate for a massive short squeeze. Particularly with GOL’s merger and AZUL’s debt restructuring. 📈🛫✈️🚀

$AZUL4 #AZUL4 Com mais de 20% das ações vendidas a descoberto, a Azul é uma candidata ideal para um enorme short squeeze, especialmente com a fusão da GOL e a reestruturação da dívida da AZUL. 📈🛫✈️🚀

$AZUL4 $AZUL #AZUL Azul & Gol merger in the midst. The end result will be a 6 to 10 billion dollar company in the future.

$AZUL $AZUL4 #AZUL4 A fusão entre Azul e Gol criará um gigante da aviação avaliado entre 50 e 60 bilhões de reais no futuro. Azul está fortemente vendida a descoberto, e esses vendedores serão esmagados

$AZUL Azul is the most shorted stock in Brasil, with 30% of the free float borrowed. A massive squeeze is in the midst 🚀

$AZUL Azul closed at $0.83 on Friday while in Brazil it closed $1.03 (where most of the volume is traded). I suspect this gap to close this week and both trade normally (at same prices). A 24% increase should be seen

$AZUL #AZUL4 $AZUL4 35% of Azul’s bondholders were mandatorily equitized, receiving approximately 593 million AZUL4 shares, equivalent to about 198 million ADRs (1 ADR = 3 AZUL4). Since Thursday, over 1 billion equivalent shares (AZUL4 + ADRs) have traded, indicating that most

AZUL levanta R$600 mi com novos títulos garantidos. Evita Chapter 11, evita diluição imediata. Fôlego financeiro e mercado pode reagir forte. $AZUL4 $AZUL #AZUL4

AZUL raises R$600M via new secured notes. Avoids Chapter 11, avoids immediate dilution. Strong liquidity boost $AZUL $AZUL4 #AZUL4