Los resultados fueron bastante por debajo de lo esperado (de acuerdo a las expectativas de los analistas - aun asi me cierra el precio de la acción actual de acuerdo a estos resultados y no me cerraba de acuerdo a los resultados esperados). Creo son lo suficientemente magros como para lograr un alineamiento con el mercado. Debajo coloco algunas noticias interesantes. Ya por lo escrito se perfecciona el hecho de que efectivamente habrá aumento en los precios antes de fin de año. Espero las políticas de la empresa se emparenten mas con el accionista minoritario.
http://www.invertia.com/noticias/petrob ... 915917.htm
http://online.wsj.com/article/BT-CO-201 ... 12695.html
http://www.investidorpetrobras.com.br/e ... policy.htm
A quien interese leer; son interesantes los comentarios de Graca Foster a los resultados. Estan en la pagina de inversores de PBR; en el financial Report.
http://investidorpetrobras.com.br/en/home.htm
pego lo que me pareció interesante:
...Despite four diesel and two gasoline price increases in the last 16 months, totaling 21.9% and 14.9% respectively, the strong depreciation of the Real against the U.S. Dollar since May 2013, (as high as 22%), has led to an increase in the price differential during the past few months.
This situation has been affecting our cash flow and leverage. Therefore, in order to assure the sustainability of our 2013-2017 Business and Management Plan, in which the alignment of domestic and international prices is a premise, the Executive Board designed and presented to the Board of Directors a fuel pricing methodology to be applied by the Company, whereby the alignment of diesel and gasoline domestic prices to international prices will become more predictable...
...Our investment plan is indeed robust, due to the size of our reserves in both pre-salt and post-salt horizons and the opportunities to develop them with demonstrated know-how and capacity. These production development projects will increase our oil and gas production, bringing needed increase in operating cash flow generation, which will be additive to the beneficial effect of price alignment that we are pursuing. Thus we expect to reduce over the coming months our leverage and indebtedness indicators...