YPFD YPF S.A.

[AlfredoRago]

metio volumen lindo el ADR en estas ultimas 2 horas de rueda. Un volumen superior al que tuvo en gran parte de este rebote y solo un poco mas abajo del momento en que detuvo la caida. Para mi sale fuerte para algun lado. Probabilisticamente diría para arriba.

[pepo]

Efecto posible baja de combustibles...

[PAPU07]

$ 300 a NEUTRO


APBR mantiene

[new_zombie]

empome o repunta? crudo recorto ganancia...

[jesus330]

ok,pero quedo 1% en el año,50% aumento de la nafta y vale lo mismo

de 300 apertura a 284, estamos algo locos.

[jesus330]

ok,pero quedo 1% en el año,50% aumento de la nafta y vale lo mismo

[el_intrepido]

ESTA ES UN REGALO AHORA-

Todas son un regalo ahora... algunas mas que otras, claro esta.
Pero va a seguir la cosa con mucha volatilidad me parece... la clave sera
aprovechar las turbulencias para entrar y salir cuando corresponda.

[jesus330]

ESTA ES UN REGALO AHORA-

[AlfredoRago]

Pareciera que así estamos antes de la apertura.

[quique43]

Que sirva de experiencia de lo que no hay que hacer, y pone en evidencia lo que la corrupciòn puede.

Giant Killer

In 2006, Petrobras discovered 8 billion barrels of oil under 22,000 feet of ocean, rock, and salt. Originally called the Tupi field, the name was changed in 2010 to the Lula field, in honor of former Brazilian president Lula da Silva.

Within two years of that massive oil discovery, shares of Petrobras would peak above $70 a share, valuing the company around $295 billion.

Today, Petrobras shares are trading under $7. The company is worth around $40 billion. And the reason has very little to do with current oil prices.

The Brazilian government owns ~70% of Petrobras, and it is milking it for all it's worth. Petrobras has been mismanaged by the government and bilked by politicians and contractors.

For instance:

In 2010, Petrobras paid $43.5 billion to the Brazil government for the rights to the Buzia offshore oil field, which has 5 billion barrels of oil. Petrobras has spent another $200 billion developing the field and now has to pay another $1 billion for permission to exceed its original production agreement (yes, it has to pay to pump more oil).

In 2010, the Brazilian President demanded that Petrobras sell gasoline below costs to keep inflation in check. Petrobras lost $8.4 billion at its refineries division that year.

Petrobras lost billions of dollars on an oil refinery in Pernambuco and spent $1 billion on a plant in Texas — signed off by Rousseff — that was sold two years later at a markdown of 80%.

Last month, Brazilian police arrested officials at construction companies that allegedly formed a cartel to win contracts, including 59 billion reais ($23 billion) of work from the oil producer.

Former senior executive Paulo Roberto Costa was just arrested as part of a massive fraud investigation. He claims 12 Brazilian senators, 49 federal deputies, and at least one governor had allegedly received money diverted from the public utility. Police estimated those involved embezzled around $4 billion.

Petrobras has sold $51 billion in bonds over the last five years to yield-starved global investors — nearly a quarter of all corporate bonds emanating from Brazil and the most of any emerging-market company. Total debt for Petrobras is now around $150 billion.

What should have been the best of times for a major oil company was really just an opportunity for politicians to line their pockets. And now that they have saddled the company with $150 billion in debt, oil prices have crashed.

Oh, and U.S. bond giant PIMCO owns $6.45 billion in Petrobras debt. Mutual fund giant Fidelity owns another $3.75 billion.

How will Petrobras pay its debt? How will Brazil fund its government now that it has destroyed its best asset in Petrobras?

As you might guess, this is not an isolated event. What do you think Putin is doing with Gazprom in Russia? Or Maduro in Venezuela with PDVSA?

[Mustayan]

el articulo habla de un 7% tampoco creo q le pegue mucho a YPF dado la baja del barril y los aumentos q tuvo la nafta en el año, seria mas show q otra cosa.

[Pascua]

http://www.bloomberg.com/news/2014-12-1 ... rices.html

Estarían por hacer un anuncio de baja de las naftas antes de navidad. Le podría pegar de lleno a YPF, y bajar la inflación (dólar más bajo en el corto)

Demagogos y populistas con ypf no!

[adxrsi]

http://www.bloomberg.com/news/2014-12-1 ... rices.html

Estarían por hacer un anuncio de baja de las naftas antes de navidad. Le podría pegar de lleno a YPF, y bajar la inflación (dólar más bajo en el corto)

[alfil]

sentate arriba de los papeles de Don Paolo y espera , desde Dalmine es así.
No es un prospecto de vaca lechera de todas las ineficiencia politicas como YPF, en unos años hablamos..

Un respiro , recuperando y TS refugio de valor sigue siendo?

Alguien quiere explicarme que cambió con respecto a los ultimos dias..recuerdo que llegamos aqui por dos temas..Ya vinieron las inversiones ??, el petroleo sunió a usd 80 ?? ya esta todo bien ??

[Yops]

Un respiro , recuperando y TS refugio de valor sigue siendo?

Alguien quiere explicarme que cambió con respecto a los ultimos dias..recuerdo que llegamos aqui por dos temas..Ya vinieron las inversiones ??, el petroleo sunió a usd 80 ?? ya esta todo bien ??