YPF YPF Sociedad Anónima Loading...

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16:15
May 24
Stanley Druckenmiller Founder, Duquesne Family Office 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 1ST
HIGH
15:45
May 16
Ozark Bull market enjoyer, crypto trader
Reports David Tepper (Druck) Q1 2026 13F additions; speaker provides no personal thesis.
YPF
HIGH

About YPF Analyst Coverage

Buzzberg tracks YPF (YPF Sociedad Anónima) across 2 sources. 1 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (50%). 2 total trade ideas tracked.