YPFD YPF S.A.

[elushi]

afuera esta debilucha pero por lo menos no esta roja...aunque el incendio no es una perdida tan grande, podria haber sido motivo de baja...la esta luchando estos dias la petro nac & pop

[mr18]

Swap 29.8, puede ser que termine el dia verde-verde

[Swap]

Hola, parece querer despegar el ADR

11:13:31 $ 29.75 25,000
11:13:31 $ 29.75 25,000

Read more: http://www.nasdaq.com/symbol/ypf/time-s ... z2wzJeSHDI

[mr18]

Hola, parece querer despegar el ADR

[G@sman]

tranquilo, no desespereis!! siempre hay algun blandito y esto pasa aca nomas

[el_intrepido]

Los cagon... de siempre vendiendo a la primera de cambio...
Mejor! Una buena purga viene bien!

[jesus330]

Me parece demasiado castigo al momento

[jesus330]

Morgan Stanley tiene un precio objetivo de $ 49. YPF abrió en 29,7 dólares esta mañana.

[Swap]

Eso es incorrecto. La tasa fue de 8,75%.

Martin,
Mi dato no era correcto, es 8,875 %.

http://www.energypress.com.ar/index.php ... ia&q=73559

[Rafter]

YPF: Cheap Exposure To Shale Gas, Morgan Stanley Sees Big Upside

If you want cheap exposure to the shale gas revolution, Argentina‘s YPF (YPF) is it, according to Morgan Stanley. YPF trades at 4 times 2014 EBITDA, a “~50% discount to global oil companies exposed to shale plays, mostly in the US,” wrote analyst Bruno Montanari in a recent research note.

YPF’s management is confident that Vaca Muerta is a world class asset, combining the beast features of US shale plays. Here is Montanari:

Looking at the three key characteristics that define a prolific shale play, Vaca Muerta combines i) total organic carbon (TOC) of 3–10%, similar to the Marcellus’ 2–12%; ii) an unparalleled thickness of 30–450m, with the Wolfcamp being the closest at 200–300m; ii) reservoir pressure of 4,500–9,500 psi, comparable to the Eagle Ford and Haynesville.

YPF may be able to cut its well cost and increase its project return:

YPF was candid in admitting they are taking the initial steps in the shale development and success will depend on an improvement in productivity and well economics. Current well cost is $7.5M, but it could likely come down to $6.5M in 12-24 months, which would increase IRRs by ~500bps. This shall be achieved with a higher scale and availability of higher quality drilling rigs.

The company has already come a long way, having reduced well costs by over 30% from the initial $11M in 2011 to $7.6M currently. The bulk of the reduction has come on the well completion costs, despite the increase in the number of frac stages per well, which has gone from 3.1 to 5 at present.

Argentina itself is a risk, but Morgan Stanley seems to think YPF is operated professionally and the government is leaving it alone:

The government, including opposition senators, is pleased with the way in which YPF has been professionally managed.

Morgan Stanley has a price target of $49. YPF opened at $29.7 this morning.

[martin]

En serio están pensando que lo del incendio puede pegar en el precio ??...
Es joda ??...
Si la acción llega a bajar será por otras razones pero precisamente no por esa.....

Corrijo.....

[martin]

En serio están pensando que lo del incendio puede ser pegar en el precio ??...
Es joda ??...
Si la acción llega a bajar será por otras razones pero precisamente por esa.....

[hipotecado]

sigue y sigue no explota nada , los yonis cuando suben suben en serio

[empome]

yo lo que veo que la burbuja del Nasdaq esta a punto de explotar
pensemos como nos puede afectar
yo vendi pesa y la rpmqlpario hoy con todo este empome sube casi el 5
para mi el nasdag se pincha

[jesus330]

YPFD el martes EXPLOTA
DIOS MIO............ no pegamos una !!!!!!!!!!! esperemos NO repercuta este accidente en la Bolsa. Pèrdidas MILLONARIAS.

Puede haber una caída marginal pero allí termina