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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: rllee who wrote (47999)5/16/2012 3:41:46 PM
From: Spekulatius  Respond to of 78702
 
Yes looking at REPYY.PK but i have not done my homework?

What is the value of REPYY assuming they get nothing from Argentina in return for the YPF stake. Do you know Repsol's reserves ex. YPF? I looked at it a while ago and found only consolidated numbers. I hope someone did do the homework and calculated valuation ex YPF.

Do you think they can keep the dividend? YPF paid an extremely high dividend and Repsol benefited from that but that source is gone. I think this makes a dividend cut likely.
I



To: rllee who wrote (47999)5/17/2012 8:47:31 AM
From: benbuffett  Respond to of 78702
 
rllee,

Made a trade out of this one last summer when it sold off. Taking a quick look at this one on yahoo finance
its trading at some cheap multiples. The GN is 38 p/sh.

Thanks


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