YPF YPF Sociedad Anónima 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
16:15
Aug 30
Aug 30
El Arte de Invertir
Argentine shale oil at discount valuation
Druckenmiller still owns YPF, the Argentine oil producer, because it trades at a much lower valuation than US peers and has high growth potential from its Vaca Muerta shale oil and gas acreage.
YPF
YPF Sociedad Anónima
Long
1ST
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19:22
Jul 26
Jul 26
The David Lin Report
YPF holds massive undeveloped oil potential.
The Argentinian state oil company (YPF) is an attractive long-term holding because the world’s largest undeveloped oil field is believed to lie in the seas off the Falkland Islands and Patagonia, and YPF will capture a huge share of that development. Butler has been recommending it for three years as a specific way to play energy exposure.
YPF
YPF Sociedad Anónima
Long
1ST
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16:15
May 24
May 24
El Arte de Invertir
IPF cheap on Vaca Muerta growth
IPF (YPF) owns the Vaca Muerta shale assets, one of the largest gas/oil fields in the Americas. Production and earnings should double over 5 years with $130B investment from US consortium. Argentina risk has plunged (country risk down 80% under Milei). At $70 oil, 4x+ benefit; at current $105, 8-10x earnings vs peers at 12-13x. This was his largest buy this quarter.
YPF
YPF Sociedad Anónima
Long
1ST
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About YPF Investor Commentary
Across the available history and selected sources, Buzzberg tracks YPF (YPF Sociedad Anónima) across 7 sources: 3 bullish vs 0 bearish calls from 9 authors. Historical directional balance: 27% = 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. 11 total trade ideas tracked. Latest voices: Alejandro Estebaranz, John Butler, Stanley Druckenmiller.