YPFD YPF S.A.

[jorgearte]

Tengo una alerta de Reuters avisando de un Imbalance a favor del Buy. Es posible que se esté incluyendo a YPF en algún tipo de index. Ahí recordé el artículo de Barron´s.
Una de cal y una de arena.

"Development of Argentina's energy reserves could lead to a virtuous cycle of reduced imports and improved balance of payments. It also could help Argentina's stock market, now classified as a "frontier" equity market by MSCI, whose indexes are the basis for significant investment. If Argentina graduates to MSCI's emerging-market index, it could lead to large investor purchases of Argentine stocks, including YPF. "

[jorgearte]

LEs dejo un gráfico con canales, fibonacci de medio y largo, un nuevo tridente y les recuerdo que el objetivo de punto y figura estaba en 34.

[exjuga]

No tubo mucha variación... veremos el lunes que pasa.
buen finde
http://minuto-aminuto.blogspot.com.ar/2 ... -3275.html

Sin embargo amigo el ADR sigue

[jorgearte]

A esto me refería con posible impacto. Sobre si YPF puede comprar Edenor (por vía de la compra de Pampa Energía) ... la verdad que no lo sé... será eso lo que retrasa el anuncio por Apache???


Argentina in nationalisation threat after blackouts

Nationalisation threat: Government of Cristina Fernandez de Kirchner lashes out at power companies

AP/SCANPIX

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05 December 2013 12:21 GMT

By Staff and news wires

20 December 2013 17:57 GMT
Argentina on Thursday threatened to nationalise utility companies Edenor and Edesur after power outages blanketed large swaths of the capital and surrounding suburbs just ahead of the South American summer, according to reports.

The government of President Cristina Fernandez de Kirchner has expropriated several companies during her six years in office, including a water company, the oil company YPF and the country's biggest airline, Aerolineas Argentinas, Reuters reported.

The goverment comments may disappoint observers who had expressed optimism that an initial compensation deal struck with Repsol recently for its YPF stake showed new signs of economic pragmatism from a government with a history of haphazard government meddling and sovereign default.

"If they are not willing to give people the service they deserve, we will be willing to take over that service," cabinet chief Jorge Capitanich was quoted as saying by the news wire.

Companies had also begun taking a fresh look at Argentina amid what Tudor Pickering Holt last week called decreased political risk. The US Energy Information Administration estimates the country contains the world's second-largest shale gas reserves and fourth-largest shale oil reserves.

Edesur is controlled by Endesa, a subsidiary of Italy's biggest utility, Enel. Edenor is owned by the Argentine company Pampa Energia .

Shares of Edenor ended 15.1% lower at 2.3 pesos in Buenos Aires on Thursday.

"Just as we did with Aerolineas Argentinas ... and YPF, we will not hesitate to make the decisions required if the companies Edenor and Edesur do not restore electrical supplies immediately," Planning Minister Julio de Vido was quoted as telling the state news agency Telam.

The companies could not immediately be reached for comment by the news wire.

The energy sector in Latin America's third-biggest economy has been beset by limp private investment and surging demand.

Many analysts say government-imposed energy prices, held nearly flat since the country's 2001-02 financial crisis despite high inflation, have hurt the sector.

The government said in November that it would raise fees to fund upgrades, and that utility companies would not benefit.

Blackouts are common in Buenos Aires in summer months when electrical demand spikes with temperatures, often drawing residents into the streets for protests.

[pat22]

No tubo mucha variación... veremos el lunes que pasa.
buen finde
http://minuto-aminuto.blogspot.com.ar/2 ... -3275.html

[gabrielhernan10]

Ese fue el pico max pero quedo en 33.4067

[iglejav]

Muchachos que paso en el after hour con el ADR??? Aparece en USD 35.29!!!

http://www.nasdaq.com/symbol/ypf/after-hours

Sera correcto??? Un regalo de Santa Galuccio??? De ser asi, termino el after hourssss..... De Pacha!!!

[mr18]

ypf y las o la distribuidora, no tiene sentido, no van a redireccionar capital en esto.
No pasa nada, todo sigue igual hasta que todo este tranqui, y ahi te bacunan contra la gripe... tarifazoooo

[reta71]

afuera termino positiva , q buena semana ! esto sigue upp

[elmanya]

Reitero la pregunta Jorge: se puede hacer cargo YPF de las eléctricas como lo hizo con Metrogas?

[jorgearte]

No no para nada, eso mismo es, lo estoy pregntando nomás. Afecta???


Perdón jorgearte, fue un error de tipeo el haber dicho que la estatización de EDN puede afectar a YPF? O ciertamente quisiste poner eso?
Te pregunto porque no alcanzo a entender la relación entre la estatización y el precio de YPF.
Otra cosa ¿que significa vender 3/4?

Gracias[/quote]

[gonzaprendiz]

ja ja , pero no hago referencia a vos gonza, de todas formas yo me entiendo.
"soy un par de vivos"

nono me equivoqué yo al tipear.... quise decir "son". Yo no compro acciones, soy lotero

[mr18]

ja ja , pero no hago referencia a vos gonza, de todas formas yo me entiendo.
"soy un par de vivos"

[gonzaprendiz]

depende gonzaprendiz, por que ya no depende vos sino de un par de vivos

Me parece que esta bajada se dió en los últimos 10 minutos y con muy pocas operaciones. O sea, como decís vos, soy un par de vivos. Sin embargo, la percepción general de todos acá en el foro y del mercado es que YPF va a subir. Por eso, me parece que ante estas oportunidades que se presentan con el ADR sostenido y la local que baja (ya sea por vivos, por retoque de ccl o lo que sea) es una buena idea comprar.

[mr18]

depende gonzaprendiz, por que ya no depende vos sino de un par de vivos