Foro de Rava Bursátil

Javierdib escribió:Todos coinciden casi en su mayoría con escenarios de rescesion

Javierdib escribió:Quizás ya lo sabes, seguramente

dabalanso escribió:

Javierdib escribió:Quizás ya lo sabes, seguramente

HerrX escribió:Cuanto duraron los ultimos bear markets?

lestat escribió:Chory... aclarame por favor de qué estabas hablando, si era de mí seguro te equivocaste, pero si era de otro forista que escribía sobre CEPU, también me extraña lo que dijiste, salvo que te estuvieras refiriendo a algo de hace 4 años.

- In August 2017, we paid 1,286,918,917.60 in dividends in cash.
- In October 2016, our shareholders approved a distribution of dividends in cash in the amount of Ps.1,400,470,587 which was paid on November 7, 2016.
- In November 2015, we paid Ps.365,000,000 in dividends in cash.

En dólares por ADR (al número actual de acciones, y al tipo de cambio oficial de la fecha) esto es así:
- 2015: usd 0.25
- 2016: usd 0.62
- 2017: usd 0.48

Depende de los números finales del 4T, de la cotización futura del dólar y de muchos factores, pero la ganancia del 2017 se va a acercar bastante a usd 1 por ADR, es decir unos U$S 150 M. Para repartir todo eso el payout tendría que ser del 100% que nunca lo es, pero yo creo que va a ser bastante alto, así que esperaría un número cercano a esa cifra como dividendos para este año. Y lo más importante son los dividendos futuros, que van a ir seguramente en aumento a medida que se incrementen los negocios de la empresa.

dabalanso escribió:No deberían dejarla ir por debajo de la suscripción, si lo hace va a ser con poco volumen, y si lo hace con mucho volumen va a correr sangre... Hay que seguir de cerca la rueda mañana.
Confío en lo que compré pero tuve muy mal timing y no me permite ahora hacer arbitrajes.
De todo se aprende, sobre todo en estas.

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fabio escribió: y mañana se hacen pelotas todos los papeles aca, no nos olvidemos que hasta el miercoles no tenemos mercado nosotros

chory461 escribió:Tengo entendido que la compra de Combustible empezo este mes. Cada central se hace cargo.

Prospecto SEC escribió: In terms of our main costs, we expect that during 2018 the Argentine government will again allow generators to purchase the fuel needed for the operation of their thermal power plants. If this regulation is implemented and the supply arrangements can be conducted in line with the practice prior to 2009, we expect to have the opportunity to generate an additional operating gross margin resulting from our purchases of fuel oil and natural gas. Until 2009, we were able to generate gains resulting from savings in the purchase of fuel oil, which savings were equal to the difference between the cost of fuel oil actually paid by CAMMESA and the cost of fuel oil to us. Regarding our purchases of natural gas, for the recently-awarded San Lorenzo co-generation project, for instance, we obtained quotes for natural gas at a price 10% lower than the current reference price established by CAMMESA for the purpose of calculating the cost of natural gas to generators. To obtain such additional operating gross margins, we expect to benefit from better fuel prices than the reference pass-through values provided by CAMMESA, given our scale as the largest private sector power company in Argentina, as measured by generated power, according to data from CAMMESA, and the diverse and strategic location of our power sector assets (see “Summary— Our Competitive Strengths”). As an example of the estimated impact of this possible change, during 2016 the total cost of fuels (provided by CAMMESA) consumed by all our thermal power plants was approximately US$953 million, which was comprised of US$296 million of natural gas purchases, US$483 million of fuel oil purchases and US$174 million of gas oil purchases, taking into account 2016 fuel used at December 28, 2017 prices. With respect to our co-generation projects and potential future combined cycle projects, fuel will be obtained by us but fuel costs will be passed through to CAMMESA, as contemplated under the PPAs for our awarded co-generation projects. We also assume an increase in our number of employees related
to our new projects, but we believe that salaries will remain in line with current levels in U.S. dollar terms. We cannot assure you that our operating or other costs will not increase at higher rates, that the Argentine government will again allow generators to purchase the fuel needed for the operation of their thermal power plants or that we will be able to benefit from better fuel prices than the reference pass-through values provided by CAMMESA

dabalanso escribió:Sobre el final de la rueda se hizo torta...

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