GZPFY News and Press, Gazprom Neft PJSC ADR From 03/01/22

Just done my best estimates of my portfolio value today. It isn’t looking pretty, down 25%. My worst ever day by a country mile. I usually have a 20% country/stock/idea limit but this is hazy – I have had over 50% in resources for quite a while and have at times put c.30...

We made a pretty good stock market bottom that can only be spoiled by two things: the Fed and Ukraine. If the Fed does not overshoot and a Ukrainian armistice holds, the stock market can make it quite a bit further than the 200-DMA on the NDX, which, for the time being, is a good targ...

The Investigator Trust returned 13% in 2021, largely due to strong performances by our energy shares. Right now, we have the trifecta – a stock, real estate and bond market bubble, all driven by the lowest interest rates in history and massive government spending. Many indi...

For now, the western reaction to the unfolding situation in Ukraine will likely be limited to economic sanctions. U.S. and European diplomats have been working for weeks on a coordinated sanctions package that is set to be rolled out in the coming days, though initial measures will be announc...

Tensions are increasing between Russia and Ukraine as the pullback deepens for stocks. Ultimately stock prices are a function of earnings and valuations (P/E multiples). If similar conflicts in the past are any guide, the effects on the profits of US companies is likely to be smal...

Per the OPEC+ oil production agreement, Russia's oil quota for December stands at 10,018kb/d, up ~100kb/d from the November quota of 9,913kb/d. However, per Reuter's sources, Russian production is likely to remain flat MoM in December, suggesting the oil powerhouse is unable to increase ...

Gazprom Neft (OTCPK:GZPFY), the oil-producing arm of gas giant Gazprom, and the third largest oil producer in Russia, has plans to increase drilling activity by 50% yoy in 2022 according to production executive Sergey Doktor. With production up ~300kb/d of oil equivalent since 2016 to more th...

Several catalysts have had natural gas prices in Europe surge, and with it, the stock price of Gazprom. A short-term supply crunch could catapult the stock price of Gazprom above its fair value. In the long run, Gazprom will profit from a global shift in the supply & demand ba...

There's some wild swings going on in the energy market as traders seek to capitalize on shifting sentiments amid a global energy crisis. Yesterday, European benchmark TTF natural gas futures jumped as much as 40% to a record €162.125/MWhr - in the span of a few minutes - afte...

Public Joint Stock Company Gazprom Neft (GZPFY) Q2 2021 Earnings Conference Call August 19, 2021 10:00 AM ET Company Participants Anna Sidorkina – Investor Relations Alexei Yankevich – Deputy General Director-Economics and Finance, Upstream Igor Shkirov – Head-Planning an...