YPF
YPF Sociedad Anónima34.14
-0.97-2.76%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Q&A clarifies shale ramp, cost targets
Q&A detailed 2026 shale oil ramp: H1 flat at 200-210k bpd due to evacuation constraints, surging to 250k exit post-VMOS. Marin eyes zero conventional production by year-end, with lifting costs hitting $7/bbl. FCF neutrality rests on Metrogas divestment offsetting H2 CapEx surge to 4-5 rigs. Reserves certify only 5% of 10k net locations. LNG spend remains immaterial. Shale hits evac wall first half. Management stayed crisp on bottlenecks; investors track VMOS delivery.
Key Stats
Market Cap
14.52BP/E (TTM)
-Basic EPS (TTM)
-1.18Dividend Yield
0%BP
BP p.l.c.
33.76-1.49
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