YPF News and Press, YPF Sociedad Anonima From 05/12/22

The following slide deck was published by YPF Sociedad Anónima in conjunction with their 2022 Q1 earnings call. For further details see: YPF Sociedad Anónima 2022 Q1 - Results - Earnings Call Presentation

YPF Sociedad Anónima press release (NYSE:YPF): Q1 GAAP EPS of $0.64. Revenue of $3.63B (+37.0% Y/Y). Adjusted EBITDA reached US$972 million, expanding 17% sequentially and 27% y/y, consolidating a margin of 27%, in line with the historical average of the last 10 years. Hydrocarbon produc...

YPF Sociedad Anónima (NYSE:YPF) is scheduled to announce Q1 earnings results on Thursday, May 12th, before market open. The consensus EPS Estimate is $0.24 vs. -$0.06 year ago and the consensus Revenue Estimate is $4.04B (+52.5% Y/Y). Over the last 3 months, EPS estimates have seen ...

It should come as no surprise that fuel shortages emerged following Russia's invasion of Ukraine. Shortly after the war began, BP (BP) and Shell (SHEL) flagged distillate shortages in Germany. Thereafter YPF (YPF) indicated that it was struggling to import diesel ahead of the harvest in Argen...

Last week it was reported that Russia's largest midstream business planned to cap oil production volumes into its pipeline system. Thursday, it was reported that refineries are planning to cut runs, as a drop in European buying has led to overstocking. Reuters reported that the four larg...

This week's DOE inventory update showed a smaller than expected 1.2mb draw in oil and oil products (NYSEARCA:USO). TSA checkpoint data pointed to a ~3% decrease in passenger volume week on week (JETS). Japan raised the country's gasoline subsidy to its upper limit, ~80c per gallon. A fire at ...

Argentina's state-backed YPF (YPF) released a statement saying the company "guarantees access to diesel for farmers," as concerns over shortages increase. YPF (YPF), which supplies a bit more than half of Argentina's diesel market, said the company is stepping up logistics efforts, even despi...

In February 2022, TotalEnergies announced a light oil and gas discovery in the Venus-1X new-field wildcat offshore Namibia, in the Orange sub-basin. The Venus discovery opens up great possibilities for the offshore Uruguay and Argentina basins, as similar rocks might exist in those co...

YPF multiples -Argentina largest company- make the stock look dirty cheap: 0.44x 2021 EBITDA and 2.9x fwd 2022 P/E despite higher costs. YPF shows seven consecutive quarters of solid FCF, improved capital structure and encouraging production guidance which do not match with YPF stock ...

YPF Sociedad Anónima (YPF) Q4 2021 Earnings Conference Call March 04, 2022 08:30 AM ET Company Participants Pablo Calderone - Investor Relations Manager Sergio Affronti - Chief Executive Officer Alejandro Lew - Chief Financial Officer Conference Call Participants Bruno Montanari - Morgan...