Este mes sumé a mi portfolio de inversiones la empresa Argentina $VIST (Vista Energy SAB de CV) (𝑽𝑰𝑺𝑻𝑨 𝑬𝒏𝒆𝒓𝒈𝒚), la segunda productora de petróleo no convencional del país, detrás de YPF, la empresa estatal que históricamente es la mas grande y de mayor producción, por ahora.
Vista fue fundada por Miguel Galuccio, justamente ex CEO de YPF, con el foco puesto en la explotación de 𝗩𝗮𝗰𝗮 𝗠𝘂𝗲𝗿𝘁𝗮, una de las mayores reservas de shale no convencional del mundo.
Viene con un crecimiento sostenido, al cierre del primer trimestre de 2025 la empresa reportó una producción de petróleo y gas equivalente que rondaba los 57.000 barriles equivalentes de petróleo por día (boe/d). Sus ingresos netos ajustados superaron los $ 100 millones en trimestres recientes. Las proyecciones de Vista son muy ambiciosas, buscando alcanzar una producción de 80.000 boe/d para 2026 y aspirando a los 100.000 boe/d para 2027, con planes de inversión significativos enfocados en la perforación de nuevos pozos y la expansión de infraestructura en 𝗩𝗮𝗰𝗮 𝗠𝘂𝗲𝗿𝘁𝗮.
Cual es la mayor dificultad que puede tener la empresa a futuro?
Es que va a depender de la capacidad para seguir siendo eficiente, de cómo navegue los desafíos económicos y políticos de Argentina. 😔 ☢️
Conocían la empresa?
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Es la única de las grandes de Vaca Muerta a la que le está costando mover, ¿por qué puede ser? le tengo fe ciega.
Si te fijas, dos comentarios más abajo escribí algo que coincide con tu enfoque.
Un saludo.... Show More Translate
Bien hecho, aunque veo oportunidades mejores en otras acciones... Show More Translate
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Mon Mar 02 2026 07:25:48 GMT+0000 (Coordinated Universal Time)
