YPF Sociedad Anónima (YPF) Q1 2025 Earnings Call Transcript |
YPF Sociedad Anónima (NYSE:YPF ) Q1 2025 Earnings Call May 8, 2025 10:00 AM ET Company Participants Margarita Chun - Investor Relations Manager Horacio Marin - Chairman and Chief Executive Officer Federico Barroetave - Chief Financial Officer Conference Call Participants Daniel Guardiola - BTG Alejandro Demichelis - Jefferies Leonardo Marcondes - Bank of America George Gasztowtt - Latin Securities Andres Cardona - Citigroup Guilherme Martins - Goldman Sachs Tasso Vasconcellos - UBS Anne Milne - Bank of America Operator Thank you for standing by. My name is Danica, and I will be your conference operator today. |
seekingalpha.com |
2025-05-08 22:46:44 |
Czytaj oryginał (ang.) |
YPF: Why I Still Think It's A Great Option |
The development of the Vaca Muerta basin remains a priority for Argentina's economic growth, making YPF a strong investment opportunity. President Milei's administration has significantly reduced inflation and restructured fiscal accounts, leading to a financial surplus for the first time in 120 years. The lifting of exchange controls and capital account liberalization will positively impact YPF by stabilizing the financial markets and boosting oil and gas exports. |
seekingalpha.com |
2025-05-07 20:54:25 |
Czytaj oryginał (ang.) |
Eni and YPF Join Forces to Fast-Track Argentina's LNG Exports |
E signs a MoU with YPF to jointly evaluate a major LNG export project in Argentina. The project is aimed at tapping the Vaca Muerta shale to meet rising global gas demand. |
zacks.com |
2025-04-16 12:15:35 |
Czytaj oryginał (ang.) |
Italy's Eni signs MoU with Argentina's YPF on LNG project |
Italian energy group Eni said on Monday it signed a memorandum of understanding (MoU) with Argentine state-run oil producer YPF on its possible participation in an liquefied natural gas (LNG) project in Argentina. |
reuters.com |
2025-04-14 13:35:12 |
Czytaj oryginał (ang.) |
YPF: The Most Tangible Opportunity For Argentine Equity |
YPF's strategic plan focuses on expanding unconventional resources, particularly in Vaca Muerta, aiming to quadruple its value through significant investments and infrastructure projects. Despite macroeconomic challenges in Argentina, YPF shows strong operational growth, with increased production and improved financial metrics, positioning it for future profitability. YPF's valuation remains low compared to sector peers, presenting a potential revaluation opportunity if macroeconomic and regulatory conditions stabilize. |
seekingalpha.com |
2025-04-13 07:11:50 |
Czytaj oryginał (ang.) |
Strength Seen in YPF Sociedad Anonima (YPF): Can Its 9.0% Jump Turn into More Strength? |
YPF Sociedad Anonima (YPF) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term. |
zacks.com |
2025-04-10 16:30:44 |
Czytaj oryginał (ang.) |
YPF Plans to Focus on Oil in 2025 With $3.3B Investment in Vaca Muerta |
YPF plans to invest $3.3 billion in the Vaca Muerta formation in 2025, with a focus on infrastructure enhancements and drilled but uncompleted wells. |
zacks.com |
2025-04-03 13:25:39 |
Czytaj oryginał (ang.) |
YPF SA reports |
BUENOS AIRES, Argentina, April 01, 2025 (GLOBE NEWSWIRE) -- YPF SA announced that it has filed its annual report on Form 20-F for the fiscal year ended December 31, 2024, with the US Securities and Exchange Commission, including audited financial statements. |
globenewswire.com |
2025-04-01 14:07:00 |
Czytaj oryginał (ang.) |
YPF S.A.: New Growth Catalysts Will Likely Revitalize Share Price In Coming Months |
YPF's 2024 results show strong growth in shale oil production and reserves, driven by developments in the Vaca Muerta region. Pro-market reforms and energy investments position YPF as a future global natural gas exporter, benefiting from trade openness. Despite recent stock pullback, YPF's fundamentals and favorable valuations offer an excellent risk-return ratio for investors. |
seekingalpha.com |
2025-03-17 14:13:49 |
Czytaj oryginał (ang.) |
YPF-Led VMOS Project in Argentina Gets Shell and Chevron as Partners |
YPF-led VMOS project gets a major boost as SHEL and CVX join in bolstering Argentina's oil exports with a $3 billion pipeline. |
zacks.com |
2025-03-12 08:36:05 |
Czytaj oryginał (ang.) |
YPF Sociedad Anónima (YPF) Q4 2024 Earnings Conference Call Transcript |
YPF Sociedad Anónima (NYSE:YPF ) Q4 2024 Earnings Conference Call March 7, 2025 9:00 AM ET Company Participants Margarita Chun - IR Manager Horacio Marin - CEO Maximiliano Westen - Strategy New Businesses and Controlling VP Federico Barroetavena - CFO Conference Call Participants Andres Cardona - Citigroup Daniel Guardiola - BTG Bruno Montanari - Morgan Stanley Tasso Vasconcellos - UBS Leonardo Marcondes - Bank of America Vicente Falanga - Bradesco Guilherme Martins - Goldman Sachs Operator Good morning and welcome to the YPF Fourth Quarter and Full Year 2024 Earnings Conference Call and Webcast. All participants are in a listen-only mode. |
seekingalpha.com |
2025-03-07 16:07:39 |
Czytaj oryginał (ang.) |
YPF Sociedad Anonima (YPF) Loses -19.78% in 4 Weeks, Here's Why a Trend Reversal May be Around the Corner |
YPF Sociedad Anonima (YPF) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term. |
zacks.com |
2025-02-12 12:36:18 |
Czytaj oryginał (ang.) |
YPF or FUPBY: Which Is the Better Value Stock Right Now? |
Investors with an interest in Oil and Gas - Integrated - International stocks have likely encountered both YPF Sociedad Anonima (YPF) and Fuchs Petrolub SE Unsponsored ADR (FUPBY). But which of these two stocks is more attractive to value investors? |
zacks.com |
2025-01-31 14:41:12 |
Czytaj oryginał (ang.) |
Should Value Investors Buy YPF Sociedad Anonima (YPF) Stock? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2025-01-31 12:46:31 |
Czytaj oryginał (ang.) |
YPF Sociedad: It's Time To Book Profits On This Foreign Winner (Rating Downgrade) |
Argentina's stock market has outperformed, with the Global X MSCI Argentina ETF tripling since January 2022, driven by pro-capitalist policies. YPF SA ADR has surged 180% since November 2023, but I'm downgrading it from a buy to a hold due to valuation concerns. Despite strong operational performance, YPF faces potential downside risks, including geopolitical instability, lower oil prices, and a strong US dollar. |
seekingalpha.com |
2025-01-28 01:08:24 |
Czytaj oryginał (ang.) |
YPF Sociedad Anonima (YPF) Upgraded to Buy: What Does It Mean for the Stock? |
YPF Sociedad Anonima (YPF) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term. |
zacks.com |
2025-01-27 15:00:38 |
Czytaj oryginał (ang.) |
YPF Sociedad Anonima Signs Deal With Indian Companies for LNG Export |
YPF has signed a memorandum of understanding with three Indian companies to export 10 million tons of LNG annually. |
zacks.com |
2025-01-23 09:46:12 |
Czytaj oryginał (ang.) |
Central Puerto and YPF Luz Sign a Strategic Agreement to Develop an Electric Power Transmission Line Project and Boost the Growth of Mining in the Northern Argentina Region |
The generators have agreed to jointly move forward with the study and development of a high-voltage interconnection project to supply energy to mining projects in the Puna region. Buenos Aires, Argentina--(Newsfile Corp. - January 16, 2025) - YPF Energía Eléctrica S.A. |
newsfilecorp.com |
2025-01-16 14:16:00 |
Czytaj oryginał (ang.) |
YPF or FUPBY: Which Is the Better Value Stock Right Now? |
Investors with an interest in Oil and Gas - Integrated - International stocks have likely encountered both YPF Sociedad Anonima (YPF) and Fuchs Petrolub SE Unsponsored ADR (FUPBY). But which of these two stocks is more attractive to value investors? |
zacks.com |
2025-01-15 14:41:18 |
Czytaj oryginał (ang.) |
Best Growth Stocks to Buy for January 15th |
MPTI, FLUT and YPF made it to the Zacks Rank #1 (Strong Buy) growth stocks list on January 15, 2025. |
zacks.com |
2025-01-15 12:55:34 |
Czytaj oryginał (ang.) |
Are Investors Undervaluing YPF Sociedad Anonima (YPF) Right Now? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2025-01-15 12:46:28 |
Czytaj oryginał (ang.) |
5 Must-Buy Efficient Stocks to Increase Your Portfolio Returns |
Invest in companies like YPF, TEF, PEN, DECK and ANF to make the most of higher efficiency levels. |
zacks.com |
2025-01-15 10:51:10 |
Czytaj oryginał (ang.) |
Best Growth Stocks to Buy for January 13th |
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today January 13th: |
zacks.com |
2025-01-13 14:05:32 |
Czytaj oryginał (ang.) |
Best Growth Stocks to Buy for January 9th |
YPF, TTDKY, and VST it to the Zacks Rank #1 (Strong Buy) growth stocks list on January 9, 2024. |
zacks.com |
2025-01-09 04:06:08 |
Czytaj oryginał (ang.) |
YPF Sociedad Anonima (YPF) Just Overtook the 20-Day Moving Average |
After reaching an important support level, YPF Sociedad Anonima (YPF) could be a good stock pick from a technical perspective. YPF surpassed resistance at the 20-day moving average, suggesting a short-term bullish trend. |
zacks.com |
2025-01-03 12:46:27 |
Czytaj oryginał (ang.) |
Why Fast-paced Mover YPF Sociedad Anonima (YPF) Is a Great Choice for Value Investors |
If you are looking for stocks that have gained strong momentum recently but are still trading at reasonable prices, YPF Sociedad Anonima (YPF) could be a great choice. It is one of the several stocks that passed through our 'Fast-Paced Momentum at a Bargain' screen. |
zacks.com |
2024-12-31 11:55:22 |
Czytaj oryginał (ang.) |
5 Top-Ranked Efficient Stocks to Strengthen Your Portfolio |
Invest in stocks of VNCE, YPF, TILE, FTI and ARLO to tap their high-efficiency levels. |
zacks.com |
2024-12-31 09:56:15 |
Czytaj oryginał (ang.) |
Is YPF Sociedad Anonima (YPF) Stock Undervalued Right Now? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2024-12-30 12:46:28 |
Czytaj oryginał (ang.) |
Shell Joins Forces With YPF on Argentina's $50B LNG Leap |
SHEL's venture in Argentina for a $50B LNG project, eyes 10 million tons/year, unlocking the vast potential of Vaca Muerta shale reserves. |
zacks.com |
2024-12-24 08:40:19 |
Czytaj oryginał (ang.) |
Argentina's YPF signs agreement with Shell to develop Argentina LNG project |
Argentina's state-run oil company YPF and oil major Shell signed an agreement to develop the country's flagship liquefied natural gas (LNG) project, the companies said on Thursday. |
reuters.com |
2024-12-19 13:14:15 |
Czytaj oryginał (ang.) |
YPF Sociedad Anonima (YPF) Upgraded to Strong Buy: Here's Why |
YPF Sociedad Anonima (YPF) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy). |
zacks.com |
2024-12-17 15:01:20 |
Czytaj oryginał (ang.) |
Best Growth Stocks to Buy for December 17th |
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today December 17th: |
zacks.com |
2024-12-17 12:51:39 |
Czytaj oryginał (ang.) |
Best Value Stocks to Buy for December 17th |
YPF, NATL and ANF made it to the Zacks Rank #1 (Strong Buy) value stocks list on December 17, 2024. |
zacks.com |
2024-12-17 12:45:43 |
Czytaj oryginał (ang.) |
New Strong Buy Stocks for December 17th |
YPF, SUPV, NJR, BOW and CLS have been added to the Zacks Rank #1 (Strong Buy) List on December 17, 2024. |
zacks.com |
2024-12-17 08:05:21 |
Czytaj oryginał (ang.) |
YPF or FUPBY: Which Is the Better Value Stock Right Now? |
Investors interested in stocks from the Oil and Gas - Integrated - International sector have probably already heard of YPF Sociedad Anonima (YPF) and Fuchs Petrolub SE Unsponsored ADR (FUPBY). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2024-12-12 14:41:18 |
Czytaj oryginał (ang.) |
Is YPF Sociedad Anonima (YPF) a Great Value Stock Right Now? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2024-12-12 12:41:12 |
Czytaj oryginał (ang.) |
Despite Fast-paced Momentum, YPF Sociedad Anonima (YPF) Is Still a Bargain Stock |
YPF Sociedad Anonima (YPF) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen. |
zacks.com |
2024-12-12 11:50:26 |
Czytaj oryginał (ang.) |
YPF vs. FUPBY: Which Stock Is the Better Value Option? |
Investors looking for stocks in the Oil and Gas - Integrated - International sector might want to consider either YPF Sociedad Anonima (YPF) or Fuchs Petrolub SE Unsponsored ADR (FUPBY). But which of these two stocks presents investors with the better value opportunity right now? |
zacks.com |
2024-11-26 14:40:37 |
Czytaj oryginał (ang.) |
Should Value Investors Buy YPF Sociedad Anonima (YPF) Stock? |
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. |
zacks.com |
2024-11-26 12:40:55 |
Czytaj oryginał (ang.) |
YPF Sociedad Anonima (YPF) Is Attractively Priced Despite Fast-paced Momentum |
YPF Sociedad Anonima (YPF) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen. |
zacks.com |
2024-11-26 11:50:20 |
Czytaj oryginał (ang.) |
YPF Plans to Secure $2B in Funding for Vaca Muerta Pipeline Project |
YPF Sociedad Anonima's Vaca Muerta Sur project is aimed at increasing Argentina's export capacity and positioning the country as a major oil exporter in South America. |
zacks.com |
2024-11-21 15:15:19 |
Czytaj oryginał (ang.) |
YPF S.A: Vaca Muerta, The Only Long-Term Policy In Argentina |
YPF is the main oil & gas producing company in Argentina and the company that maintains the largest market share in the Vaca Muerta exploitation. EBITDA in 3Q2024 reached $1,366 million, which is equivalent to an increase of 13% compared to 2Q2024. The total amount invested by the company during 3Q2024 was $1,353 million, 13% above the balance of 2Q2024. |
seekingalpha.com |
2024-11-18 09:39:23 |
Czytaj oryginał (ang.) |
YPF Sociedad Anónima: De-Risked And Executing Growth Plan |
I upgrade YPF to a buy from hold with a US$41 price target due to rapid price normalization and growth in Vaca Muerta shale. YPF's ability to align crude and downstream product prices with global levels has improved margins, enabling aggressive shale production expansion and potential crude exports. Estimates point to significant growth potential, with EBITDA margins expanding and exports impacting revenue positively by 2026. |
seekingalpha.com |
2024-11-17 02:57:28 |
Czytaj oryginał (ang.) |
YPF Sociedad Anónima (YPF) Q3 2024 Earnings Call Transcript |
YPF Sociedad Anónima (NYSE:YPF ) Q3 2024 Earnings Conference Call November 8, 2024 8:30 AM ET Company Participants Margarita Chun - Investor Relations Manager Horacio Marin - Chief Executive Officer Federico Barroetavena - Chief Financial Officer Conference Call Participants Vicente Falanga - Bradesco Bruno Montanari - Morgan Stanley Daniel Guardiola - BTG Andres Cardona - Citigroup Marina Mertens - Latin Securities Tasso Vasconcellos - UBS Bruno Amorim - Goldman Sachs Leonardo Marcondes - Bank of America Ezequiel Fernandez - Balanz Maximiliano Westen - Strategy New Businesses and Controlling Vice President Operator Hello. Greetings and welcome to the YPF Third Quarter 2024 Earnings Webcast Presentation. |
seekingalpha.com |
2024-11-09 04:11:42 |
Czytaj oryginał (ang.) |