EC Ecopetrol S.A. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
18:18
Jul 26
Jul 26
El Arte de Invertir
Colombian oil cheap, political and oil tailwinds.
Las petroleras colombianas se beneficiarán del nuevo gobierno pro-capitalista que eliminará las restricciones a la exploración, y del alto precio del petróleo por el conflicto de Irán. Ecopetrol, Parex Resources y Gran Tierra Energy están entre las petroleras más baratas del mundo en su segmento.
EC
Ecopetrol S.A.
Long
1ST
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03:54
Mar 03
Mar 03
Bloomberg Markets
Fine states that "Winners are definitely in the oil exporting space," specifically mentioning Colombia as a "big winner." Colombia (via Ecopetrol) benefits directly from higher crude prices. Fine argues that EM assets are holding up well because these economies are now net creditors/savers, making them safer than in previous crises. LONG. A play on the "EM is the new DM" thesis combined with commodity tailwinds. Domestic political instability in Colombia or a crash in oil prices.
EC
Ecopetrol S.A.
Long
1ST
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12:23
Feb 06
Feb 06
r/ValueInvesting
Undervalued oil major with pipeline and power monopoly.
The author argues Ecopetrol is undervalued because it owns Cenit, a pipeline monopoly, and a 51.4% stake in ISA, an electricity transmission grid, providing stable cash flows regardless of oil prices. He cites a ~9% dividend yield and a price-to-operating-cash-flow of 2.74 as signs of deep value. The main risk is political interference from President Petro, who opposes fossil fuels and has already replaced board members, plus a $1.3 billion tax dispute. The author added EC to his portfolio this week, but notes his rules would force a sale if oil price weakness persists.
EC
Ecopetrol S.A.
Long
1ST
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About EC Investor Commentary
Across the available history and selected sources, Buzzberg tracks EC (Ecopetrol S.A.) across 6 sources: 3 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 30% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 10 total trade ideas tracked. Latest voices: Alejandro Estebaranz, Eric Fine, u/cameronreilly.