YPFD YPF S.A.

[VIAMATEOS]

Downgrading to Underperform on announced nationalization


Lowering Price Objective from US$33.00 to US$7.15/ADR
We are downgrading our rating on YPF from Neutral to Underperform and ourprice objective from US$33.00/ADR to US$7.15/ADR (from ArP165.00 toArP35.65 per share) on the back of the announced plan by the Argentinegovernment to take control of 51% of the shares of YPF. Of these shares, 51%would be held by the federal government and the remaining 49%, by theprovinces. Our new Price Objective is based on taking an 85% discount to thevalue we estimate for the company’s assets if managed for economic returns. Webelieve there is further downside risk under certain scenarios to our priceobjective. The price, according to press articles, would be set by a governmenttribunal.

http://www.zerohedge.com/news/bank-america-buries-ypf

Segun esto, todavia puede perder casi el 70% del valor actual. Seria una masacre.

A 35$ con los derechos de explotar la 3ra reserva mundial de shale gas del planeta compro aunque pongan de CEO a Piñon Fijo...

[Hermes]

http://www.ambito.com/noticia.asp?id=633046

[chory461]

Ciclotimico,

El estado Argentino se endeuda al 10% anual en dolares.
Mi empresa que esta obvio en el exterior se endeuda al 1,84% en dolares.

Cual es la diferencia????

[chory461]

Ciclotimico,

Que los empleados de Aerolineas ganen bien no significa que sean eficientes. Caso puerta de al lado donde tenes a LAN que con la mitad de empleados maneja el doble de aviones.

En resumen, el pobre obrero de jujuy esta subencionando la fiesta de Aerolineas. Que distribucion SOCIAL

[chory461]

Ciclotimico,

No podes cumplir una funcion social, de autoabastecimiento y control de precios al mismo tiempo.
Carne, Generacion, Combustibles, Gas, Leche, .... mas ejemplos queres que te nombre donde intentaron hacer lo que escribiste arriba y salio el tiro por la culata.
Hechos te remito no palabras

[martin]

Ahi Pichetto acaba de tirar una punta. "Seguramente el precio que paguemos x el 51% no supere el tercio de lo que pagamos por la importacion de combustible este año".

Exacto

[murddock]

Ahi Pichetto acaba de tirar una punta. "Seguramente el precio que paguemos x el 51% no supere el tercio de lo que pagamos por la importacion de combustible este año".

[martin]

Pichetto diciendo que la empresa vale un tercio de lo que se importo en el 2011

[Gaston89]

Lo puse a modo informativo, para leer que dicen.. el objetivo es una guarangada y jamas se dan.

[alexis]

Downgrading to Underperform on announced nationalization


Lowering Price Objective from US$33.00 to US$7.15/ADR
We are downgrading our rating on YPF from Neutral to Underperform and ourprice objective from US$33.00/ADR to US$7.15/ADR (from ArP165.00 toArP35.65 per share) on the back of the announced plan by the Argentinegovernment to take control of 51% of the shares of YPF. Of these shares, 51%would be held by the federal government and the remaining 49%, by theprovinces. Our new Price Objective is based on taking an 85% discount to thevalue we estimate for the company’s assets if managed for economic returns. Webelieve there is further downside risk under certain scenarios to our priceobjective. The price, according to press articles, would be set by a governmenttribunal.

http://www.zerohedge.com/news/bank-america-buries-ypf

Segun esto, todavia puede perder casi el 70% del valor actual. Seria una masacre.

[LUCHO]

Los Kirchner a favor de la privatización de YPF, en un informe de TVR cuando era oposición y de la corpo.
http://www.youtube.com/watch?v=A8ge9L1B ... re=related

[Gaston89]

Downgrading to Underperform on announced nationalization


Lowering Price Objective from US$33.00 to US$7.15/ADR
We are downgrading our rating on YPF from Neutral to Underperform and ourprice objective from US$33.00/ADR to US$7.15/ADR (from ArP165.00 toArP35.65 per share) on the back of the announced plan by the Argentinegovernment to take control of 51% of the shares of YPF. Of these shares, 51%would be held by the federal government and the remaining 49%, by theprovinces. Our new Price Objective is based on taking an 85% discount to thevalue we estimate for the company’s assets if managed for economic returns. Webelieve there is further downside risk under certain scenarios to our priceobjective. The price, according to press articles, would be set by a governmenttribunal.

http://www.zerohedge.com/news/bank-america-buries-ypf

[LUCHO]

Los Kirchner a favor de la privatización de YPF, en un informe de TVR cuando era oposición y de la corpo.
http://www.youtube.com/watch?v=A8ge9L1B ... re=related

[bullbear]

En TN hablan gente que sabe