Vista Energy SAB de CVNYSE: VIST

While higher lifting expenses hurt VIST's Q3 earnings, increased production and realized commodity prices offset the negative partially.

Vista Energy, S.A.B. de C.V. (NYSE:VIST ) Q3 2024 Earnings Conference Call October 24, 2024 9:00 AM ET Company Participants Alejandro Chernacov - Co-Founder, Strategic Planning and Investor Relations Officer Miguel Galuccio - Chairman and Chief Executive Officer Conference Call Participants Vicente Falanga - Bradesco BBI Tasso Vasconcellos - UBS Bruno Montanari - Morgan Stanley Marina Mertens - Latin Securities Daniel Guardiola - BTG Pactual Leonardo Marcondes - Bank of America Ignacio Sabelle - Itau BBA Andres Cardona - Citi Henrique Cunha - JPMorgan Matias Cattaruzzi - AdCap Securities Alejandro Demichelis - Jefferies Operator Good day, and thank you for standing by.

Vista Oil & Gas, S.A.B. de C.V. Sponsored ADR (VIST) came out with quarterly earnings of $0.55 per share, missing the Zacks Consensus Estimate of $1.36 per share.

I am bullish on Vista Energy due to its strong financials, strategic partnerships, and significant production growth in Vaca Muerta. Vista's revenues increased by 66% YoY in Q2'24, driven by 40% production growth and high oil prices, showcasing solid financial health. The company's commitment to clean energy and strategic partnerships, like with Nabors, positions it well for future growth and reduced emissions.

In a push to unlock more of the oil riches buried in a massive shale deposit in Argentina, Vista Energy will invest about $1.1 billion this year as it also aims to cut costs there by double digits, the firm's chief executive told Reuters.

Vista Energy's 2Q24 results show 40% production expansion year over year and 20% quarter over quarter. The company faces challenges with increasing transport costs due to pipeline capacity constraints and regulatory changes in Argentina. Despite strong operational figures, I believe VIST stock is fairly valued and requires high oil prices for an attractive return.

Vista Energy, S.A.B. de C.V. (NYSE:VIST ) Q2 2024 Earnings Conference Call July 12, 2024 9:00 AM ET Company Participants Alejandro Chernacov - Co-Founder, Strategic Planning and Investor Relations Officer Miguel Galuccio - Founder, Chairman and Chief Executive Officer Conference Call Participants Vicente Falanga - Bradesco BBI Daniel Guardiola - BTG Pactual Alejandro Demichelis - Jefferies Tasso Vasconcellos - UBS Marina Mertens - Latin Securities Andres Cardona - Citigroup Operator Good day and thank you for standing by.

Vista Oil & Gas, S.A.B. de C.V. Sponsored ADR (VIST) came out with quarterly earnings of $0.74 per share, missing the Zacks Consensus Estimate of $1.40 per share.

Vista Energia (VIST) should execute a 17% shale oil production CAGR through 2030. Argentina's de-risking has made the company and its Vaca Muerta assets highly valuable. Consensus cash earnings growth of over 30% on a cheap valuation of 5.5x P/E (cash) or 0.2x PEG makes the share compelling.