RE:Exchange Rate: Wow!Crazy. Up to 4.18ish now.
Back of napkin math--if 100% of their costs were in BRL, which is obviously drastically oversimplifying, then based on an adjustment to their $3.60 year-end estimate (that was based on 3.20 BRL/$), the year-end operating costs would be more like $2.76/lb, which even in this insane climate would be profitable.
(3.20/4.18*3.60=2.76)