YPF acordó con malaya Petronas inversión de u$s 550 millones para Vaca Muerta.
ambito.com
YPFD YPF S.A.
Re: YPFD YPF S.A.
elcololp escribió:A COMPRARRRR MASSSS! Q ESTO SE VA A LAS NUBES! NO REGALEN LOS PAPELES MUCHACHOS! SE LA VAN A QUERER CORTAR EN UNAS SEMANAS! SE LAS REMATO CON ESTA NOTICIA...
YPF, Petronas reach deal to develop Vaca Muerta shale in Argentina • 7:42 AM
Carl Surran, SA News Editor
Argentina's YPF and Malaysia's Petronas have agreed to jointly develop shale oil in Argentina's Vaca Muerta formation and will sign a deal today, WSJ reports.
Que bueno elcololp, seguro se cierra , es hora de comprar acciones de Petroliam Nasional Berhad, mejor no .. ??
mirá GyP es dueña de un parte de "La amarga chica", de eso se trata con petonas. Según los técnicos de YPF, su posición entorpece los fundamentos económicos del proyecto, que arrojaría una utilidad en torno del 15%, poco atractiva para una inversión petrolera de alto riesgo y a largo plazo.
Y...chan chan..
Proyecto alternativo al del CEO de YPF
Noticias Argentinas informa que la Casa Rosada concedería a las provincias mantener el sistema de ‘acarreo’ (carry), mediante el cual las petroleras provinciales se asocian con las de mayor porte sin tener que invertir.
Ezequiel Cufré, adelantó que las provincias ya manifestaron su acuerdo con el nuevo borrador..,esto fue resistido por Galuccio que ve un obstaculo para el ingreso de inversiones..
Jorge Sapag, capitalizó su postura en el Movimiento Popular Neuquino, su sector se alzó con el triunfo el domingo último.
una empresa estatal con control politico, si sale asi la ley...los que estan en esto saben que van a tomar nota las consultoras y cuando los broker le presenten a los inversionistas que tienen que elegir proyectos para invertir miles de millones, ese será el rotulo.
Recuerden que existe competencia a la hora de poner la plata con otras empresas no solo en el exterior aqui tambien , YPF no es hoy la empresa líder de antes, ya que ahora representa el 40 por ciento de la producción de petróleo y apenas el 27 por ciento de la producción de gas del país. El resto corresponde a otras empresas privadas, puntualmente en Vaca Muerta estan ExxonMobil y la alemana Wintershall con sus acciones en Frankfurt y NY.
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el_intrepido
- Mensajes: 3069
- Registrado: Jue Ene 09, 2014 5:14 pm
Re: YPFD YPF S.A.
YPF sigue batiendo récords: en quinto consecutivo vale $169.321 millones
http://www.iprofesional.com/notas/19487 ... 1-millones
http://www.iprofesional.com/notas/19487 ... 1-millones
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el_intrepido
- Mensajes: 3069
- Registrado: Jue Ene 09, 2014 5:14 pm
Re: YPFD YPF S.A.
WALL STREET JOURNAL
http://online.wsj.com/articles/fracking ... 1409209249
Fracking Deal Is Reached by YPF, Petronas
Argentine, Malaysian State Oil Firms to Develop Vaca Muerta Shale in South America
By
Taos Turner
Aug. 28, 2014 3:00 a.m. ET
YPF chief Miguel Galuccio, pictured last year, has lived in Southeast Asia and worked with Petronas. Bloomberg
BUENOS AIRES—Argentina's YPF SA YPFD.BA +2.26% and Malaysia's Petroliam Nasional Bhd. will sign an agreement on Thursday to develop shale oil in Argentina's massive Vaca Muerta formation, people familiar with the matter said.
The deal will entail an initial investment of more than $500 million. If it is structured similarly to a joint venture the Argentine company signed last year with Chevron Corp. CVX +0.30% , state-run YPF and Petronas could invest up to $9 billion over the next decade to develop the full potential of La Amarga Chica, an oil field within Vaca Muerta. The 72-square-mile field is in remote, windswept Patagonia.
YPF's deal with Chevron to develop a bigger nearby field has already turned that area, Loma Campana, into the second-biggest producer of unconventional oil outside North America, YPF has said. YPF and Chevron have invested more than $2 billion and are producing more than 25,000 barrels of shale oil a day at about 245 wells.
The Petronas agreement is expected to be similar to the Chevron deal. Chevron invested an initial $1.2 billion, and the total investment by the U.S. and Argentine companies could reach $16 billion in the next 15 years.
Related
Argentina's Low Foreign Reserves Hit Peso
YPF's Earnings Rise Almost 40% 8/7/2014
Argentine Leader Defies Wall Street 7/31/2014
YPF and Petronas plan to use hydraulic fracturing to drill several dozen wells in a pilot phase and as many as 1,000 wells over the coming decade. YPF's deal with Chevron could lead to about 1,500 wells drilled.
If fully developed, Vaca Muerta could do for Argentina what fracking did for production of oil and gas in the U.S. That, however, could require an investment of up to $200 billion across the industry, said Bernard Weinstein, associate director of the Maguire Energy Institute at Southern Methodist University.
In addition to cash, Petronas will provide YPF with technical know-how in developing unconventional energy through Progress Energy Resources Corp., a Canadian company that Petronas bought for $5.2 billion in 2012.
The agreement is a win for YPF Chief Executive Miguel Galuccio, who has lived in Southeast Asia, speaks basic Malaysian and has worked with Petronas in the past. Since becoming CEO in 2012, Mr. Galuccio has moved hard to develop Vaca Muerta. Analysts have said that Vaca Muerta, which means dead cow, is one of the world's most promising unconventional energy formations.
Argentina ranks second in the world, behind China, in potentially recoverable shale-gas resources, with 802 trillion cubic feet, according to the U.S. Energy Information Administration. Argentina ranks fourth world-wide in shale-oil resources, with an estimated 27 billion barrels.
The agreement with Petronas offers Argentina's government a respite from the daily stream of negative news since the country defaulted on its debt last month.
The default has rattled investors and could make it harder for YPF and other companies to obtain financing in global markets. Economists say the default could lead Argentina to devalue its currency for a second time this year. That could pressure YPF to raise gasoline prices, which would be unpopular with consumers, who already are saddled with inflation that economists peg at a 40% annual rate.
But analysts and industry executives said YPF has managed its finances carefully, building up a $1.5 billion cash cushion to help navigate challenges over the next year.
"With the cash flow that the company possesses, and if the government lets it raise fuel prices to compensate for the peso's devaluation, I don't see it having problems fulfilling its investment plan," said Daniel Gerold, head of G&G Energy Consultants in Buenos Aires.
Analysts said development of Vaca Muerta shouldn't be hurt significantly by the default.
"I don't think the default will cause any slowdown, just maybe slow the pace of growth," said Warren Levy, founder of Estrella International Energy Services Ltd., an oil-services company that operates throughout Latin America. "The Argentine oil sector has a lot of potential, and that potential is now recognized in the oil-and-gas sector globally."
In the roughly 10 years that he worked at U.S.-based oil-field services company Schlumberger Ltd. SLB +0.02% , Mr. Galuccio cultivated close ties with executives and government officials in countries including Iraq and Mexico. Colleagues who have worked with him in those countries said such connections and the influence YPF has on Argentine energy policy have helped the company reverse years of declining output to raise oil and gas production.
Oil and gas production has declined at most companies in Argentina in recent years and made the country a net importer. Argentina is expected to spend around $13 billion this year to import gas and fuel, straining the government's resources during a recession.
The cash crunch is hampering imports, including for some oil and gas companies that need vital equipment, executives have said.
Write to Taos Turner at taos.turner@wsj.com
http://online.wsj.com/articles/fracking ... 1409209249
Fracking Deal Is Reached by YPF, Petronas
Argentine, Malaysian State Oil Firms to Develop Vaca Muerta Shale in South America
By
Taos Turner
Aug. 28, 2014 3:00 a.m. ET
YPF chief Miguel Galuccio, pictured last year, has lived in Southeast Asia and worked with Petronas. Bloomberg
BUENOS AIRES—Argentina's YPF SA YPFD.BA +2.26% and Malaysia's Petroliam Nasional Bhd. will sign an agreement on Thursday to develop shale oil in Argentina's massive Vaca Muerta formation, people familiar with the matter said.
The deal will entail an initial investment of more than $500 million. If it is structured similarly to a joint venture the Argentine company signed last year with Chevron Corp. CVX +0.30% , state-run YPF and Petronas could invest up to $9 billion over the next decade to develop the full potential of La Amarga Chica, an oil field within Vaca Muerta. The 72-square-mile field is in remote, windswept Patagonia.
YPF's deal with Chevron to develop a bigger nearby field has already turned that area, Loma Campana, into the second-biggest producer of unconventional oil outside North America, YPF has said. YPF and Chevron have invested more than $2 billion and are producing more than 25,000 barrels of shale oil a day at about 245 wells.
The Petronas agreement is expected to be similar to the Chevron deal. Chevron invested an initial $1.2 billion, and the total investment by the U.S. and Argentine companies could reach $16 billion in the next 15 years.
Related
Argentina's Low Foreign Reserves Hit Peso
YPF's Earnings Rise Almost 40% 8/7/2014
Argentine Leader Defies Wall Street 7/31/2014
YPF and Petronas plan to use hydraulic fracturing to drill several dozen wells in a pilot phase and as many as 1,000 wells over the coming decade. YPF's deal with Chevron could lead to about 1,500 wells drilled.
If fully developed, Vaca Muerta could do for Argentina what fracking did for production of oil and gas in the U.S. That, however, could require an investment of up to $200 billion across the industry, said Bernard Weinstein, associate director of the Maguire Energy Institute at Southern Methodist University.
In addition to cash, Petronas will provide YPF with technical know-how in developing unconventional energy through Progress Energy Resources Corp., a Canadian company that Petronas bought for $5.2 billion in 2012.
The agreement is a win for YPF Chief Executive Miguel Galuccio, who has lived in Southeast Asia, speaks basic Malaysian and has worked with Petronas in the past. Since becoming CEO in 2012, Mr. Galuccio has moved hard to develop Vaca Muerta. Analysts have said that Vaca Muerta, which means dead cow, is one of the world's most promising unconventional energy formations.
Argentina ranks second in the world, behind China, in potentially recoverable shale-gas resources, with 802 trillion cubic feet, according to the U.S. Energy Information Administration. Argentina ranks fourth world-wide in shale-oil resources, with an estimated 27 billion barrels.
The agreement with Petronas offers Argentina's government a respite from the daily stream of negative news since the country defaulted on its debt last month.
The default has rattled investors and could make it harder for YPF and other companies to obtain financing in global markets. Economists say the default could lead Argentina to devalue its currency for a second time this year. That could pressure YPF to raise gasoline prices, which would be unpopular with consumers, who already are saddled with inflation that economists peg at a 40% annual rate.
But analysts and industry executives said YPF has managed its finances carefully, building up a $1.5 billion cash cushion to help navigate challenges over the next year.
"With the cash flow that the company possesses, and if the government lets it raise fuel prices to compensate for the peso's devaluation, I don't see it having problems fulfilling its investment plan," said Daniel Gerold, head of G&G Energy Consultants in Buenos Aires.
Analysts said development of Vaca Muerta shouldn't be hurt significantly by the default.
"I don't think the default will cause any slowdown, just maybe slow the pace of growth," said Warren Levy, founder of Estrella International Energy Services Ltd., an oil-services company that operates throughout Latin America. "The Argentine oil sector has a lot of potential, and that potential is now recognized in the oil-and-gas sector globally."
In the roughly 10 years that he worked at U.S.-based oil-field services company Schlumberger Ltd. SLB +0.02% , Mr. Galuccio cultivated close ties with executives and government officials in countries including Iraq and Mexico. Colleagues who have worked with him in those countries said such connections and the influence YPF has on Argentine energy policy have helped the company reverse years of declining output to raise oil and gas production.
Oil and gas production has declined at most companies in Argentina in recent years and made the country a net importer. Argentina is expected to spend around $13 billion this year to import gas and fuel, straining the government's resources during a recession.
The cash crunch is hampering imports, including for some oil and gas companies that need vital equipment, executives have said.
Write to Taos Turner at taos.turner@wsj.com
Re: YPFD YPF S.A.
A COMPRARRRR MASSSS! Q ESTO SE VA A LAS NUBES! NO REGALEN LOS PAPELES MUCHACHOS! SE LA VAN A QUERER CORTAR EN UNAS SEMANAS! SE LAS REMATO CON ESTA NOTICIA...
YPF, Petronas reach deal to develop Vaca Muerta shale in Argentina • 7:42 AM
Carl Surran, SA News Editor
Argentina's YPF and Malaysia's Petronas have agreed to jointly develop shale oil in Argentina's Vaca Muerta formation and will sign a deal today, WSJ reports.
The deal is believed to include an initial investment of more than $500M, and state-run YPF and Petronas could invest up to $9B over the next decade to develop the full potential of the La Amarga Chica field within Vaca Muerta.
The deal is expected to be structured similarly to a joint venture YPF signed last year with Chevron, which are developing the nearby Loma Campana field and has become the second biggest producer of unconventional oil outside North America
YPF, Petronas reach deal to develop Vaca Muerta shale in Argentina • 7:42 AM
Carl Surran, SA News Editor
Argentina's YPF and Malaysia's Petronas have agreed to jointly develop shale oil in Argentina's Vaca Muerta formation and will sign a deal today, WSJ reports.
The deal is believed to include an initial investment of more than $500M, and state-run YPF and Petronas could invest up to $9B over the next decade to develop the full potential of the La Amarga Chica field within Vaca Muerta.
The deal is expected to be structured similarly to a joint venture YPF signed last year with Chevron, which are developing the nearby Loma Campana field and has become the second biggest producer of unconventional oil outside North America
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IuliusCaesar
- Mensajes: 101
- Registrado: Lun Jul 21, 2014 11:40 am
Re: YPFD YPF S.A.
gracias Damián!
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danianto62
- Mensajes: 1095
- Registrado: Mié Jul 04, 2012 1:58 pm
Re: YPFD YPF S.A.
]
[quote="danianto62"Ahí te dejo un hilo con varios términos, fijate que donde dice "contado con liquidación" = CCL
[/quote]
Ahora sí:
http://bolsaargentinayestrategias.blogs ... acion.html
IuliusCaesar escribió:Estimados, disculpen mi ignorancia, soy muy nuevo en esto y me cuesta muchas veces seguirlos.
Cuando hablan de CCL, a que se refieren ?
gracias y un abrazo
[quote="danianto62"Ahí te dejo un hilo con varios términos, fijate que donde dice "contado con liquidación" = CCL
[/quote]Ahora sí:
http://bolsaargentinayestrategias.blogs ... acion.html
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danianto62
- Mensajes: 1095
- Registrado: Mié Jul 04, 2012 1:58 pm
Re: YPFD YPF S.A.
IuliusCaesar escribió:Estimados, disculpen mi ignorancia, soy muy nuevo en esto y me cuesta muchas veces seguirlos.
Cuando hablan de CCL, a que se refieren ?
gracias y un abrazo
Ahí te dejo un hilo con varios términos, fijate que donde dice "contado con liquidación" = CCL
Re: YPFD YPF S.A.
IuliusCaesar escribió:Estimados, disculpen mi ignorancia, soy muy nuevo en esto y me cuesta muchas veces seguirlos.
Cuando hablan de CCL, a que se refieren ?
gracias y un abrazo
Es uno de los tantos valores del dolar y lo siguen las acciones, a groso modo,,,,,investiga tipos de dolar
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danianto62
- Mensajes: 1095
- Registrado: Mié Jul 04, 2012 1:58 pm
Re: YPFD YPF S.A.
Gente, a los seguidores del price action, les digo que ypf local dejó hoy una cola de techo discreta, traducido sería una aviso de reversa.....como lo dije en alguna oportunidad, puede ser la posibilidad de ponerle unos mangos un poco más abajo, sería una corrección, ir cubriendo posiciones, etc.; en cuanto al adr, dejó una inside, que es la vela interna que no alcanza a superar a la anterior y dá alguna señal de posible agotamiento, cada uno vea qué hacer, sabemos que acá es todo una sorpresata......
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IuliusCaesar
- Mensajes: 101
- Registrado: Lun Jul 21, 2014 11:40 am
Re: YPFD YPF S.A.
Estimados, disculpen mi ignorancia, soy muy nuevo en esto y me cuesta muchas veces seguirlos.
Cuando hablan de CCL, a que se refieren ?
gracias y un abrazo
Cuando hablan de CCL, a que se refieren ?
gracias y un abrazo
Re: YPFD YPF S.A.
miguel angel escribió:lo logico es adr para abajo y locales para arriba . pero si bajan el contado la podes tener en 35
No.. pero quedate trnqui que el CCL lo usan los importadores para traer lo neecsario , y tenes miles de millones pendiente de entrada , decia un vecino que Kicillof dio orden de hacerlo por esta vía, "porque es una manera genuina de importar con dólares del exterior, sin pedir prestado del BCRA"..siga la fiesta...
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miguel angel
- Mensajes: 8950
- Registrado: Mié May 07, 2008 10:56 am
Re: YPFD YPF S.A.
lo logico es adr para abajo y locales para arriba . pero si bajan el contado la podes tener en 35
Re: YPFD YPF S.A.
la accion cayo otra vez hoy.. acumula una caida de 6pc en el mes..
el dia del default 30/7 estaba 39 dolares cayo ya 14%..
en el mismo periodo TS subio 2% y PBR subió 20%...
algo pasa no...
que el CCL no caiga nunca amigos..
el dia del default 30/7 estaba 39 dolares cayo ya 14%..
en el mismo periodo TS subio 2% y PBR subió 20%...
algo pasa no...
que el CCL no caiga nunca amigos..
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el_intrepido
- Mensajes: 3069
- Registrado: Jue Ene 09, 2014 5:14 pm
Re: YPFD YPF S.A.
Hoy rozamos los 440 amiguitos... 
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