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

To: Dennis 3 who wrote (48152)	5/29/2012 6:42:11 PM
From: Sergio H	Respond to of 78712

Bolivia nationalized their electric co. citing the same reasons that Argentina gave for its action on YPF, however there does not seem to be that much interest in that story. Repsol has a large precense in Bolivia and does not seem to be concerned. YPF is sitting on potentially valuable assets. I don't think that is the same story for Bolivian electric. What happens now with YPF? YPF needs a partner with money in order to develop its shale deposits and no one will step up unless the deck is cleared. Argentina is going to have to settle with Repsol in order for YPF to move ahead. I think the depressed prices in Argentinian stocks will improve once there is a settlement and even YPF is worth consideration.

To: Dennis 3 who wrote (48152)	5/29/2012 10:49:11 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78712

NTL is a discounted version of TEO (holding company with TEO as the primary asset) Worth a look too, imo. It is discounted because it had preferred shares that had accumulated unpaid dividends. If TEO had paid a dividend, NTL would have cleared the outstanding preferred payments (I think) but of course that did not happen. I do think that NTL trades at a decent discount to TEO (20%+) but I have not looked at it recently.The following board had some discussion on this (Batman10023). Subject 58610 Sorry for the vague info but I have not looked at the valuation of NTL versus TEO too closely, since I decided that Argentina at this point is un-investible at (almost) any price.