Vista Energy, S.A.B. de C.V.'s 3Q24 results show strong production growth, but transport bottlenecks and rising costs somewhat affect its margins. Production guidance for 2025 increased to 95-100 thousand boe/day, with a long-term goal of 150 thousand boe/day by 2030. Valuation models suggest Vista Energy needs Brent prices between $70-$75 to achieve a 15% yield, considering Argentina's economi...
Vista Energy, S.A.B. de C.V. (NYSE:VIST ) Q3 2024 Earnings Conference Call October 24, 2024 9:00 AM ET Company Participants Alejandro Chernacov - Co-Founder, Strategic Planning and Investor Relations Officer Miguel Galuccio - Chairman and Chief Executive Officer Conference Call Participants Vicente Falanga - Bradesco BBI Tasso Vasconcellos - UBS Bruno Montanari - Morgan Stanley Marina Mertens -...
I am bullish on Vista Energy due to its strong financials, strategic partnerships, and significant production growth in Vaca Muerta. Vista's revenues increased by 66% YoY in Q2'24, driven by 40% production growth and high oil prices, showcasing solid financial health. The company's commitment to clean energy and strategic partnerships, like with Nabors, positions it well for future growth and r...
Vista Energy, primarily operating in Argentine shale, shows strong profitability and improving margins, with a P/E ratio of 9.24, making it a value proposition. Despite a moderate debt and low current ratio, Vista Energy's growth relies on oil prices and global economic stability, necessitating heavy investments. The company trades at a high price/book value of 3.17, indicating a premium compar...
The largest shale play outside North America has proven to be a tough nut to crack over the last decade. The formation is the Vaca Muerta shale in west-central Argentina, which remains to be fully developed despite efforts by some of the world's largest oil companies – including Chevron, Shell, BP, and ConocoPhillips – to make a go of it there.
In a push to unlock more of the oil riches buried in a massive shale deposit in Argentina, Vista Energy will invest about $1.1 billion this year as it also aims to cut costs there by double digits, the firm's chief executive told Reuters.
Vista Energy's 2Q24 results show 40% production expansion year over year and 20% quarter over quarter. The company faces challenges with increasing transport costs due to pipeline capacity constraints and regulatory changes in Argentina. Despite strong operational figures, I believe VIST stock is fairly valued and requires high oil prices for an attractive return.
Vista Energy, S.A.B. de C.V. (NYSE:VIST ) Q2 2024 Earnings Conference Call July 12, 2024 9:00 AM ET Company Participants Alejandro Chernacov - Co-Founder, Strategic Planning and Investor Relations Officer Miguel Galuccio - Founder, Chairman and Chief Executive Officer Conference Call Participants Vicente Falanga - Bradesco BBI Daniel Guardiola - BTG Pactual Alejandro Demichelis - Jefferies Tass...
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