YPF S.A. Sponsored ADR (YPF)
YPF Sociedad Anónima (YPF) Q2 2025 Earnings Call Transcript
YPF Sociedad Anónima (NYSE:YPF ) Q2 2025 Earnings Conference Call August 8, 2025 9:00 AM ET Company Participants Federico Luis Barroetave - Chief Financial Officer Horacio Daniel Marin - CEO & Non Independent Chairman Margarita Chun - Investor Relations Officer Maximiliano Pedro Westen - Strategy, New Businesses and Controlling Vice President Conference Call Participants Andres Felipe Cardona Gómez - Citigroup Inc., Research Division Bruno Amorim - Goldman Sachs Group, Inc., Research Division Juan José Muñoz - Unidentified Company Leonardo Marcondes - BofA Securities, Research Division Matías Cattaruzzi - Unidentified Company Tasso Sousa Vasconcellos - UBS Investment Bank, Research Division Margarita Chun Good morning, ladies and gentlemen. This is Margarita Chun, YPF IR Manager.
TotalEnergies sells 45% stake in Argentina oil and gas blocks to YPF for $500 million
TotalEnergies said on Wednesday that its affiliate Total Austral had agreed to sell its 45% interest in two unconventional oil and gas blocks to Argentina's YPF.
Burford shares jump 15% as US tax threat fades and court orders YPF stake transfer
Burford Capital Limited (LSE:BUR) shares rose 15% after a key US legislative threat was lifted and a US court ordered Argentina to hand over shares in oil group YPF to Burford's clients. The US Senate Parliamentarian ruled that proposed tax changes targeting litigation finance cannot be included in the latest budget reconciliation bill, removing a risk to Burford's core business.
YPF Sociedad Stock Soars 18.2% Despite Q1 Earnings Miss
Declining commodity price realizations have hurt YPF's Q1 earnings.
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.
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.
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.
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.
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.
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.
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.
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.
