Pampa Energia S.A.’s (PAM) strategic investments continue to maintain asset quality and help expand its generation portfolio. The company benefits from its efforts to expand its operations in the generation, transmission and distribution of electricity in Argentina. Given its strong growth, PAM makes for a solid investment option in the utility sector.Let’s focus on the factors that make this Zacks Rank #2 (Buy) company a strong investment option at the moment.PAM’s Growth Projections & Surprise HistoryThe ...

Pampa Energia (PAM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.I ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

yangna This article analyzes Pampa Energia's (NYSE:PAM) (OTCPK:PPENF) 2Q24 results and earnings call. It also reviews the company's valuation and my rating from a Hold in my last article (and consistently since January 2022). The company's operations were marked by little changes, which was in line with expectations from previous articles of stagnation in most of its segments. The two most important developments were tariff adjustments to its equity holdings Transener and TGS (TGS) and the government's impo ...

Q2 2024 fess its woeoconference August 8, 2024 10 AM EST/11 AM ARTV We are environmentally friendly Be GREEN, keep it on SCREEN -Pamp Benergía Disclaimer The material that follows is a presentation of general background information about Pampa Energia S.A.("Pampa" or the "Company") as of the date of the presentation. It is information in summary form and does not purport to be complete. It is not intended to be relied upon as advice to potential investors. This presentation is strictly confidential and may ...

财务数据和关键指标变化 - 公司第二季度调整后EBITDA为2.88亿美元,同比增长30%,主要由于天然气产量增加和TGS电价上涨带来的贡献 [7] - 第二季度资本支出同比下降28%,主要是由于2023年第三季度进行了大规模页岩气钻井和完井以及PEPE 4项目建设 [8] 各条业务线数据和关键指标变化 - 天然气产量同比增长37%,创新高,主要得益于新管线投产带来的Plan Gas合同 [6][14] - 页岩气占总产量的比重达到50%,较去年同期的23%大幅提升 [7] - 油气勘探与生产业务EBITDA同比增长24%,主要由于Plan Gas合同和寒冬天气带动 [12] - 电力业务EBITDA同比增长9%,主要由于PEPE 4投产以及水电发电量增加 [9][10] - 石化业务EBITDA同比增长50%,主要由于改性和SBR出口增加 [17] 各个市场数据和关键指标变化 - 天然气出口量下降,但本地供应增加,主要用于热电发电 [15] - 天然气价格同比下降14%,主要由于出口量下降 [15] - 页岩油项目Rincon de Aranda的日产量已达1,600桶,计划于2027年达到4-4.5万桶/日的产能 [16][36][37] 公司战略和发展方向及行业竞争 - 公司正积极参与即将推出的LNG出口项目 [33][34] - 公司正在评估潜在的并购机会,但目前尚未发现合适的标的 [64][65][66] - 公司正在推进Rincon de Aranda页岩油项目,计划在2025年实现1-1.2万桶/日的产量,并在2027年达到4-4.5万桶/日的产能 [36][37][46][47] - 公司正在与YPF合作,利用Vaca Muerta Sur管线项目增加油品运输能力 [37][47] 管理层对经营环境和未来前景的评论 - 管理层认为天然气需求在第三季度可能保持较高水平,但会受到季节性因素影响 [40][41] - 管理层表示未来几年内不会有大幅降低单位生产成本的空间 [56][57] - 管理层表示目前财务状况良好,不急于重返国际债券市场 [31][32] 其他重要信息 - 公司第二季度自由现金流为6000万美元,净债务大幅下降 [18] - 公司正在与政府就Genelba 3和Barragan扩建项目取消一事进行沟通 [67][68] - 公司正在与政府就天然气和电力价格调整政策进行沟通 [58][59][60][61][77][78] 问答环节重要的提问和回答 问题1 **Alejandra Andrade 提问** CAMMESA的付款情况如何? [21][22] **Nicolas Mindlin 回答** CAMMESA的付款情况良好,目前没有延迟,与历史最低水平一致。但ENARSA的付款有近一个月的延迟,预计未来几个月会正常化。 [22] 问题2 **Alejandra Andrade 提问** 2.3亿美元的减值是未确认的CAMMESA利息吗? [23] **Nicolas Mindlin 回答** 是的,这是由于公司接受了CAMMESA提出的以38债券结算12月和1月交易的提议,该提议未确认应计利息,导致公司确认了5300万美元的损失,其中2300万美元为未确认利息。 [24] 问题3 **Alejandra Andrade 提问** 基础设施项目进展如何? [25] **Horacio Turri 回答** 天然气管线方面,北部管线预计9-10月完工,可减少从玻利维亚的进口;TGS也提出扩建Nestor Kirchner管线的计划,将增加1400万立方米/日的运输能力。 油品管线方面,Del Valle项目将于明年3-4月投产,增加30万桶/日的运输能力;Vaca Muerta Sur项目也在进行中,将于2026年9月分期投产,最终达到54万桶/日的运输能力。 [26][27][28][29]

Pampa Energia (PAM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often fi ...

Ad Hoc Announcement Pursuant to Art. 53 LR  Geneva, Switzerland, July 15, 2024 - Addex Therapeutics (SIX: ADXN and Nasdaq: ADXN), a clinical-stage biopharmaceutical company focused on developing a portfolio of novel small molecule allosteric modulators for neurological disorders, announced today that positive results from the Company’s novel gamma-aminobutyric acid sub-type B receptor (GABAB) positive allosteric modulator (PAM) chronic cough program will be presented during the Thirteenth London Internation ...

New Alaska® A 1.6T PAM4 DSP for copper interconnects is built on Marvell industry-leading 5nm PAM4 technology. Addresses the growing need for 200G/lane I/O to handle AI accelerator and GPU bandwidth demands. Enables 1.6T short-reach copper connectivity within accelerated compute racks. SANTA CLARA, Calif., June 27, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today introduced the Marvell® Alaska® A 1.6T PAM4 DSP for active electrical ...

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks. Of these, perhaps no stock market trend is more popular than value investing, which is a strategy that has proven to be successful in all sorts of market environments. Value investors use fundamental analysis and traditional valuation metrics to fi ...