TGSU2 Transp. Gas del Sur

Foro dedicado al Mercado de Valores.
ElCorredorX
Mensajes: 240
Registrado: Dom Jun 04, 2017 8:15 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor ElCorredorX » Vie Ago 10, 2018 8:16 am

Excelente TGS, reparte dividendos y estuvo recomprando acciones. Sigue ganando bestialmente a pesar de diversos factores. Siempre me da ganas de hacer un all in por aca.....

Alguna opinión de porque en un lapso de tiempo tan corto, repartió ganancias de los períodos 2016 y 2017?

Saludos

Napoleón
Mensajes: 1397
Registrado: Mié Sep 05, 2007 8:47 pm
Ubicación: Santa Elena

Re: TGSU2 Transp. Gas del Sur

Mensajepor Napoleón » Jue Ago 09, 2018 11:48 pm

Como informé más abajo ese número fue modificado e informado por Nota el día de hoy:

"$ 1,5523828537 por acción en circulación."

egis
Mensajes: 3119
Registrado: Jue Oct 29, 2015 3:08 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor egis » Jue Ago 09, 2018 11:31 pm

monteagudoalejandro escribió:Perdon amigos no entendi... de cuanto es el dividendo por accion ??? Gracias


Monto: $ 1,535566 p/a
--
https://twitter.com/egis57/status/1027566420358520832

egis
Mensajes: 3119
Registrado: Jue Oct 29, 2015 3:08 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor egis » Jue Ago 09, 2018 11:30 pm

Transportadora de Gas del Sur $TGSU
Presentó #balance 1H2018
Resultado integral total del período: $ 2.834.855 miles
---

https://twitter.com/egis57/status/1027581519446110208

monteagudoalejandro
Mensajes: 62
Registrado: Mié Sep 20, 2017 10:50 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor monteagudoalejandro » Jue Ago 09, 2018 11:22 pm

Perdon amigos no entendi... de cuanto es el dividendo por accion ??? Gracias

egis
Mensajes: 3119
Registrado: Jue Oct 29, 2015 3:08 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor egis » Jue Ago 09, 2018 10:53 pm

Transportadora de Gas del Sur $TGSU
Pagará #dividendos
Tipo: Efectivo
Monto: $ 1,535566 p/a
Fecha de pago: 22/08/2018
--
https://twitter.com/egis57/status/1027566420358520832

Napoleón
Mensajes: 1397
Registrado: Mié Sep 05, 2007 8:47 pm
Ubicación: Santa Elena

Re: TGSU2 Transp. Gas del Sur

Mensajepor Napoleón » Jue Ago 09, 2018 5:39 pm

Yo no he encontrado los números en Bs. As...
Ahora acaba de ingresar otra nota aquí modificando el dividendo por acción, corrección que se realiza debido a las acciones que llevan adquiridas:


TRANSPORTADORA DE GAS DEL SUR S.A.

Pago de Dividendo en efectivo

Se comunica a los señores accionistas tenedores de acciones escriturales ordinarias de clases A y B que, de acuerdo con la delegación otorgada por la Asamblea General Ordinaria y Extraordinaria de Accionistas del 10 de abril de 2018, y lo aprobado por el Directorio en su reunión de fecha 8 de agosto de 2018, se pondrá a su disposición, a partir del día 22 de agosto de 2018, un dividendo en efectivo de $ 1.220.000.000.–por el ejercicio 2017-, que representa el 153,556607082 % sobre el capital social de $ 794.495.283.- y correspondiendo la suma de $ 1,53556607082 por acción. Asimismo y teniendo en cuenta que al día de la fecha la Sociedad posee 1.721.335 ADRs en cartera –que representan 8.606.675 acciones ordinarias de la Sociedad-, el dividendo en efectivo representa 155,23828537 % sobre el capital social en circulación de $ 785.888.608 y corresponde la suma de $ 1,5523828537 por acción en circulación.

El pago se efectuará por intermedio de Caja de Valores S.A., en su domicilio sito en la calle 25 de Mayo 362, Ciudad Autónoma de Buenos Aires, de lunes a viernes de 10 a 15 horas.

Los tenedores de Certificados Americanos de Depósitos (ADRs) percibirán el pago a través de Citibank, N.A., banco depositario de dichos certificados a partir de la fecha que resulte por aplicación de las normas que rijan en la jurisdicción donde cotizan los ADRs de la Sociedad.

Ciudad de Buenos Aires, 9 de agosto de 2018.



Hernán Diego Flores Gómez
Responsable Titular de Relaciones con el Mercado

Napoleón
Mensajes: 1397
Registrado: Mié Sep 05, 2007 8:47 pm
Ubicación: Santa Elena

Re: TGSU2 Transp. Gas del Sur

Mensajepor Napoleón » Jue Ago 09, 2018 5:09 pm

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549


_____________


FORM 6-K


Report of Foreign Issuer



Pursuant to Rule 13a-16 or 15d-16 of

the Securities and Exchange Act of 1934



For August 8, 2018


Commission file number: 1-13.396

Transportadora de Gas del Sur S.A.

Don Bosco 3672, Fifth Floor

1206 Capital Federal

Argentina




Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F.



Form 20-F X Form 40-F


Indicate by check mark if registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(1): __


Indicate by check mark if registrant is submitting the Form 6-K in paper as permitted by Regulation S-T Rule 101(b)(7): __


Indicate by check mark whether the registrant by furnishing the information contained in this Form is also thereby furnishing the information to the Commission pursuant to the Rule 12g3-2(b) under the Securities Exchange Act of 1934.


Yes No X


If "Yes" is marked, indicate below the file number assigned to the registrant in connection with Rule 12g3-2(b):











Contacts in Buenos Aires, Argentina



Investor Relations

Leandro Perez Castaño, Finance & IR Manager

leandro_perez@tgs.com.ar

Carlos Almagro, Investor Relations

calmagro@tgs.com.ar

Tel: (+5411) 4865-9077

Media Relations

Mario Yaniskowski

Tel: (+5411) 4865-9050 ext. 1238

http://www.tgs.com.ar/Investors



TGS Announces Results for the First Half and Second Quarter

ended on June 30, 2018


FOR IMMEDIATE RELEASE: Wednesday August 8, 2018


Buenos Aires, Argentina - Transportadora de Gas del Sur S.A. (“TGS” or “the Company”) (NYSE: TGS, MERVAL: TGSU2) reported today a net comprehensive income of Ps. 1,099.9 million, or Ps. 1.388 per share (Ps. 6.941 per ADS), for the second quarter ended June 30, 2018, compared with a comprehensive net income of Ps. 635.6 million, or Ps. 0.800 per share (Ps. 4.001 per ADS), for the same period in 2017.


During the first half of 2018, total income amounted to Ps. 2,834.9 million or 3.573 per share (Ps. 17.865 per ADS), compared to Ps. 1,300.4 million, or Ps. 1.637 per share (Ps. 8.184 per ADS) for the same period in 2017.


The operating profit for the first half of 2018 amounted to Ps. 5,724.9 million, Ps. 3,467.9 million above the operating profit recorded in the 2017 same period.


It is worth noting that:


• Net revenues reached Ps. 11,744.8 million, a Ps. 6,268.8 million increase compared to the same 2017 period. This increase was mainly due to higher net revenues from the Natural Gas Transportation and Natural Gas Liquids ("Liquids") Production and Commercialization segments, which grew by Ps. 3,576.2 million and Ps. 2,413.4 million, respectively.


• Operating costs, including depreciation of fixed assets, increased by Ps. 1,886.8 million, or 65.6% from the same period in 2017.


• Administrative and selling expenses rose by Ps. 352.4 million from the same period in 2017.


• Other operating results rose by Ps. 561.7 million from the same period in 2017.


The financial results had a negative effect of Ps. 1,435.2 million mainly related to a greater depreciation of the Argentine peso against the US dollar in the 2018 period.


On March 27, 2018, the Executive Branch of the Argentine Government issued the Decree No. 250/2018 (the “Decree 250”) ratifying the 2017 Integral Renegotiation Agreement. This decree represents the conclusion of the Integral Tariff Review process (“RTI” for its acronym in Spanish) and the completion of the 2017 Transitional Agreement, and thus, the final renegotiation of the license after seventeen years of negotiations.


As a result, (i) TGS is entitled to the final tariff increase stipulated in Resolution No. 4362/2017 (“Resolution 4362”, finally granted by Resolution No. 310/2018 –“Resolution 310”-), and (ii) on June 26, 2018, TGS and its shareholders withdrew all claims made against the Government due to the impact in its business as a result of the Public Emergency Law, including the ICSID Claim.


The completion of the RTI process and the recomposition of the tariff framework for the Natural Gas Transportation segment represents a fundamental milestone in the history of






TGS as it will allow the execution of an ambitious works plan to provide a quality, safe and reliable service, which will be implemented through the five-year period starting April 2017 to March 2022 (the "Five-Year Plan"). Said plan will imply works for approximately Ps. 6,787 million using December 2016 values.


First Half 2018 vs. First Half 2017


For the first half 2018, TGS posted total net revenues of Ps. 11,744.8 million, a Ps. 6,268.8 million increase compared to Ps. 5,476.0 million recorded in the 2017 period.


Revenues from the Natural Gas Transportation segment are mainly derived from firm contracts, under which pipeline capacity is reserved and paid, regardless of actual usage by the shipper. The Company also provides interruptible natural gas transportation services subject to availability in the pipeline capacity. In addition, TGS renders operation and maintenance services of the Natural Gas Transportation facilities for certain gas trusts ( fideicomisos de gas ) created by the Argentine Government to expand capacity in the Argentine natural gas transportation pipeline system. In November 2005, ENARGAS created the Charge for Access and Use (“CAU”) to compensate TGS for the operation and maintenance of the Natural Gas Transportation assets which belong to the Gas Trusts.


This business segment is subject to the ENARGAS regulation.


The Natural Gas Transportation business segment represented approximately 47% and 35% of TGS’ total revenues during the first halves of 2018 and 2017, respectively.


Revenues derived from Natural Gas Transportation segment in the six-month period ended June 30, 2018 increased by Ps. 3,576.2 million, compared to the same period in 2017. The positive variation is mainly due to the application of the following weighted average tariff increases:


• Resolution No. 4362/2017 starting April 1, 2017, equivalent to 58%;

• Resolution No. 120/2017 starting December 1, 2017, equivalent to 78%; and,

• Resolution No. 310/2018 starting April 1, 2018, equivalent to 50%.


Liquids Production and Commercialization revenues accounted for approximately 48% and 58% of the total revenues in the first halves ended June 30, 2018 and 2017, respectively. Liquids Production and Commercialization consists of natural gas processing activities conducted at the Cerri Complex, located near the city of Bahía Blanca, Province of Buenos Aires, where all of TGS’s main natural gas pipelines connect, and where ethane, propane, butane and natural gasoline are recovered. The Company commercializes Liquids for its own account.


Liquids revenues increased Ps. 5,588.2 million in the first half of 2018, comparing to the first half of 2017. This effect was mainly due to the impact of the depreciation of the exchange rate on sales denominated in US dollars, which amounted to Ps. 1,077.1 million along with the increase in international reference prices by Ps. 661.6 million.


The volumes shipped rose 12.0%, or 57,517 tons in the first half of 2018. It is worth noting that the increase in tons dispatched was mainly related to higher quantities of ethane delivered to Polisur. This effect was partially offset by lower tons exported.



Other Services business segment includes midstream and telecommunication activities. As a percentage of the Company’s total net revenues, this segment accounted for approximately 5% and 7% of the net revenues in the first halves of 2018 and 2017, respectively. Midstream services include natural gas treatment, separation, and removal of impurities from the natural gas stream, as well as natural gas compression, rendered at the wellhead typically for natural gas producers. In addition, TGS provides services related to pipeline and compression plant construction, operation and maintenance of pipelines and compressor plants services, as well as steam generation for electricity production. Telecommunication services are rendered through Telcosur S.A., a company controlled by TGS. Telcosur S.A., which provides services as an independent carrier of carriers to leading telecommunication operators and corporate customers located in its service area.


Other services revenues increased by Ps. 279.2 million in the first half of 2018 compared to the same period in the previous year. The increase is mainly due to the variation in the






exchange rate on sales denominated in that currency amounting to Ps. 100.6 million and additional services related to: (i) construction for Ps. 67.7 million, (ii) operation and maintenance for Ps. 64.9 million and (iii) natural gas compression and treatment services totaling Ps. 31.9 million.


Cost of sales and administrative and selling expenses rose by approximately Ps. 2,239.2 million in the first half of 2018 compared to same period in 2017. This variation is mainly due to: (i) the increase in the price and volumes of natural gas used as Replacement of Thermal Plant Reduction in the Cerri Complex ("RTP") of Ps. 1,074.3 million, (ii) higher third parties services and fees for Ps. 409.7 million, (iii) higher turnover tax for Ps. 207.6 million, (iv) higher labor costs for Ps. 198.5 million, and (v) higher charges for the preservation of fixed assets, including depreciation of Ps. 212.4 million.


Other operating results recorded a negative variation of Ps. 561.7 million, mainly resulting from the payment made which amounted to Ps. 553.4 million (US$ 21.3 million), due to the resolution of the arbitration initiated by Pan American Energy LLC Argentine Branch and Pan American Sur S.A. before the International Court of Arbitration on May 8, 2015 against the Company for US$ 306.3 million (the "Arbitration").


In the first half of 2018, financial results decreased by Ps. 1,435.2 million compared to the same 2017 period. This variation is mainly explained by (i) the negative exchange variation of Ps. 1,776.1 million registered during the first half of 2018 compared to the same period of 2017, (ii) the charge for Ps. 147.3 million related to the premium paid to cancel the notes issued in February 2014, (iii) the higher interest accrued by the Class 2 Notes maturing on May 2, 2025, for US$ 500 million (the "2018 Notes") and (iv) the impact of the higher average exchange rate on total interests in US dollars. These effects were partially offset by higher interest generated by the financial assets of Ps. 722.9 million.


Second quarter 2018 vs. Second quarter 2017


During the second quarter of 2018 TGS posted total net revenues of Ps. 6,797.4 million, compared to Ps. 2,920.8 million recorded in the same 2017 period, increasing Ps. 3,876.6 million.


Revenues derived from Natural Gas Transportation segment in the second quarter of 2018 increased by Ps. 2,123.9 million, compared to the same period in 2017. This positive variation is mainly due to the effect of the full application of the tariff increase granted by resolutions 120 and 310 in the 2018 period.


During the second quarter of 2018 Liquids revenues increased Ps. 1,582.0 million from the second quarter of 2017. This increase was mainly related to the variation of the exchange rate on sales denominated in US dollars, which amounted to Ps. 684.7 million, and the Ps. 361.0 million resulting from the increase in prices.


Additionally, total volumes dispatched increased 21.8%, or 48,766 tons from the second quarter of 2017, representing a positive variation of Ps. 444.2 million in net revenues.


Other services revenues increased by Ps. 170.7 million in the 2018 second quarter, compared to the same period in the previous year. The increase corresponds mainly to the effect of the variation in the exchange rate on sales denominated in US dollars amounting to Ps. 63.6 million. Additionally, during the second quarter of 2018, higher services were recorded due to: (i) construction services for Ps. 51.5 million, (ii) compression and treatment of natural gas for Ps. 26.2 million and (iii) operation and maintenance for Ps. 16.7 million.







Cost of sales and administrative and selling expenses rose by approximately Ps. 1,453.3 million in the second quarter of 2018 compared to same period in 2017. This variation is mainly due to: (i) the increase in the cost of natural gas used as Replacement of Thermal Plant Reduction in the Cerri Complex ("RTP") of Ps. 759.8 million, (ii) higher fees and third party services adding to Ps. 243.1 million, (iii) higher charges for the preservation of fixed assets and depreciation amounting to Ps. 138.3 million, (iv) higher turnover tax for Ps. 119.5 million, and (v) higher labor costs of Ps. 118.9 million.


The other operating results recorded a negative variation of Ps. 486.8 million mainly explained by the payment of Ps. 553.4 million following Arbitration resolution.


In the second quarter of 2018, the financial results recorded a negative variation of Ps. 1,294.3 million compared to the same 2017 period. This variation is mainly due to: (i) a foreign exchange rate loss amounting to Ps. 1,545.2 million as a result of the devaluation of the Argentine peso against the US dollar over the net liability position in foreign currency, (ii) the charge for Ps. 147.3 million corresponding to the premium paid for the prepayment of the notes issued in February 2014, (iii) the higher interest generated by the 2018 Notes for Ps. 91.5 million, and (iv) the effect of the higher exchange rate on interest generated by financial indebtedness. These effects were partially offset by higher interest generated by financial assets of Ps. 602.1 million.



Liquidity and Capital Resources


The net positive variation in cash and cash equivalents in the first half of 2018 was Ps. 2,703.9 million higher than the cash and cash equivalents variation reported in the same period of 2017.


The increase in net cash flow was due to a higher cash flow generated by the operations totaling Ps. 758.5 million, primarily resulting from an improved operating income, which was partially offset by a higher income tax payment and the negative variation in working capital.


On the other hand, the reduction of the net cash flow used for investing activities rose by Ps. 3,376.6 million as additional investments were made that were not considered as cash equivalents, and higher payments for property, plant and equipment acquisition.


The net cash flow generated by financing activities increased by Ps. 5,322.1 million as a result of the successful placement of Class 2 Notes maturing on May 2, 2025, for US$ 500 million (the "2018 Notes"). This placement was made, after having received offers exceeding US$ 3 billion, at an issuance price of 99.725% of the nominal value and at a fixed interest rate of 6.75% nominal per annum with a yield of 6.8%.


The proceeds of the 2018 Notes of US$ 495.5 million were allocated to repurchase the Class 1 Notes (and related expenses) totaling US$ 86.5 million and to the total redemption of Class 1 Notes for US$ 120.7 million. The remainder of the funds raised will be mainly used to finance the construction projects of gas pipelines and a treatment plant in Vaca Muerta.


On the other hand, during the first half of 2018, the Company allocated Ps. 521.0 million to the share repurchase program approved by the Board of Directors of the Company on May 9, 2018.



Second quarter 2018 earnings conference call


TGS will host a conference call on August 9, 2018, at 10:00 am New York time to discuss this announcement. To listen to the call from The United States of America contact to: +1-877-407-9210, outside the United States of America contact to: +1-201-689-8049. To view the webcast, go to www.tgs.com/investors.




TGS is Argentina’s leading transporter of natural gas, as it operates a natural gas pipeline system with a current firm contracted capacity of approximately 2.9 Bcf/d. The Company is also Argentina’s leading processor of natural gas and one of the largest marketers of Liquids. TGS is listed on both, the New York and Buenos Aires stock exchanges, under the ticker symbols TGS and TGSU2, respectively. TGS’s controlling shareholder is Compañía de Inversiones de Energía S.A. (“CIESA”), which holds 51% of the Company’s common stock. CIESA is under co-control of: (i) Pampa Energía S.A. which holds 10% of







CIESA’s common stock, (ii) CIESA Trust (whose trustee is TMF Trust Company (Argentina) S.A. and whose beneficiary is Petrobras Hispano Argentina S.A. -a wholly owned company by Pampa Energía S.A.- who has a trust shareholding of 40%, and (iii) Grupo Inversor Petroquímica S.L. (member of Grupo GIP, wholly owned by Sielecki’s family) and PCT LLC, who directly and indirectly jointly with WST S.A. (member of Grupo Werthein) through PEPCA S.A., own the remaining 50% of CIESA’s shareholding.



This press release includes forward-looking statements within the meaning of Section 27 A of the Securities Act of 1933, as amended. Forward-looking statements are based on management’s current views and assumptions and involve known and unknown risks. Although the Company has made reasonable efforts to ensure that the information and assumptions on which these statements and projections are based are current, reasonable and complete, a variety of factors could cause actual results to differ materially from the projections, anticipated results or other expectations contained in this release. Neither the Company nor its management can guarantee that anticipated future results will be achieved. Investors should refer to the Company’s filings with the U.S. Securities and Exchange Commission for a description of important factors that may affect actual results.






[TGS002.GIF]








Exhibit II


Transportadora de Gas del Sur S.A.


Consolidated Business Segment Information for the six-month periods

ended June 30, 2018 and 2017

(In millions of Argentine pesos)



[TGS004.GIF]




Breakdown of Net Financial Results

for the six-month periods ended June 30, 2018 and 2017

(In millions of Argentine pesos)



[TGS006.GIF]






Exhibit III

[TGS008.GIF]





Exhibit IV

[TGS010.GIF]





SIGNATURES



Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.




Transportadora de Gas del Sur S.A.




By:

/s/Alejandro M. Basso





Name:

Alejandro M. Basso





Title:

Vice President of Administration, Finance and Services




By:

/s/Hernán Diego Flores Gómez



Name:

Hernán Diego Flores Gómez



Title:

Legal Affairs Vice president



Date: August 8, 2018

victor
Mensajes: 1742
Registrado: Mié May 21, 2014 6:34 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor victor » Jue Ago 09, 2018 5:09 pm

Chulete escribió:Extracto del research de Bradesco del 9/8/2018 con target price usd 28/ADR:

2Q18 Review: Strong EBITDA in Line with Expectations
 2Q18 EBITDA (US$122mn) up 53% YoY, in line with our estimate. Bottom line came in at US$41mn, up +5% YoY but 5% below BBIe.
 The main highlights from 2Q18 were: (1) +22 YoY stronger volumes sold in the liquids business; and (2) 6% higher-than-anticipated net financial results.
 We need to understand if the trend seen regarding the volume of ethane sold in 1H18 (+47% YoY) will be sustainable over time.
 We hold a Neutral rating on TGS and a YE18 TP of US$28.00/ADR based on our DCF-valuation.

TGS – a defensive means of exposure to Argentina. Although we prefer PAM over its subsidiary TGS, we believe that TGS is an interesting defensive means to gain exposure to Argentina as: (1) 70% of EBITDA is adjusted in line with inflation every six months; (2) 30% of the business is set in US$; and (3) FCF generation is not significantly affected by short-term macro variables. We hold a Neutral rating on TGS and a YE18 TP of US$28.00/ADR based on our DCF-valuation.



:respeto: :respeto: :respeto:

Chulete
Mensajes: 2089
Registrado: Mié Jun 29, 2016 9:59 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor Chulete » Jue Ago 09, 2018 5:05 pm

Extracto del research de Bradesco del 9/8/2018 con target price usd 28/ADR:

2Q18 Review: Strong EBITDA in Line with Expectations
 2Q18 EBITDA (US$122mn) up 53% YoY, in line with our estimate. Bottom line came in at US$41mn, up +5% YoY but 5% below BBIe.
 The main highlights from 2Q18 were: (1) +22 YoY stronger volumes sold in the liquids business; and (2) 6% higher-than-anticipated net financial results.
 We need to understand if the trend seen regarding the volume of ethane sold in 1H18 (+47% YoY) will be sustainable over time.
 We hold a Neutral rating on TGS and a YE18 TP of US$28.00/ADR based on our DCF-valuation.

TGS – a defensive means of exposure to Argentina. Although we prefer PAM over its subsidiary TGS, we believe that TGS is an interesting defensive means to gain exposure to Argentina as: (1) 70% of EBITDA is adjusted in line with inflation every six months; (2) 30% of the business is set in US$; and (3) FCF generation is not significantly affected by short-term macro variables. We hold a Neutral rating on TGS and a YE18 TP of US$28.00/ADR based on our DCF-valuation.

Chulete
Mensajes: 2089
Registrado: Mié Jun 29, 2016 9:59 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor Chulete » Jue Ago 09, 2018 3:56 pm


capomas
Mensajes: 1218
Registrado: Vie Feb 17, 2012 4:47 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor capomas » Jue Ago 09, 2018 11:50 am

KennethDart escribió:Con respecto al tema el dividend yield es muy practico tambien. Como sea.. excelente TGS! Cuida al minoritario recomprando acciones, gran parte de los ingresos esta dolarizada y encima los dividendos. No le busquemos el pelo al huevo :respeto:


hola Kennet estoy esperando los 130 que dijistes
abrazo
:arriba:

capomas
Mensajes: 1218
Registrado: Vie Feb 17, 2012 4:47 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor capomas » Jue Ago 09, 2018 11:45 am

KennethDart escribió:Con respecto al tema el dividend yield es muy practico tambien. Como sea.. excelente TGS! Cuida al minoritario recomprando acciones, gran parte de los ingresos esta dolarizada y encima los dividendos. No le busquemos el pelo al huevo :respeto:


hola Kennet estoy esperando los 130 que dijistes
abrazo
:arriba:

KennethDart
Mensajes: 832
Registrado: Jue Abr 07, 2016 5:44 pm

Re: TGSU2 Transp. Gas del Sur

Mensajepor KennethDart » Jue Ago 09, 2018 1:08 am

paisano escribió:Puede ser, pero a mi como inversor me interesa cuanto pago por la compra y cuanto obtengo, no respecto al VN.

Es como con los bonos, uno mira la TIR, no el VN.


Con respecto al tema el dividend yield es muy practico tambien. Como sea.. excelente TGS! Cuida al minoritario recomprando acciones, gran parte de los ingresos esta dolarizada y encima los dividendos. No le busquemos el pelo al huevo :respeto:

atrevido
Mensajes: 18938
Registrado: Jue Abr 27, 2006 5:25 pm
Ubicación: capital federal
Contactar:

Re: TGSU2 Transp. Gas del Sur

Mensajepor atrevido » Mié Ago 08, 2018 9:27 pm

La gran jugada de Caputo Los 50 mil palos verdes que le pedimos al FMI tenemos que pagar 4 por ciento de tasa creo. Supongamos que necesita 14 mil palos más de financiamiento para el 2019 y tiene que pagar por Mercado 10 por ciento de tasa El promedio de los intereses pagados cuanto sería ? 50.000 x 4= 2.000 y 14.000 x 10= 1400 - Luego 3400/64000 = 5,3 por ciento. Esa es la gran jugada de caputo. Si bien los 50 mil palos no alcanzan ya Tenes que pagas un 4 por ciento de esa gran suma. Barato. Entonces lo que te falta obtener siempre te dará un promedio de tasa muy barata!! De acá a que termine su mandato macri paga por su financiamiento con el FMI y el Mercado un 5,3 por ciento de intereses.
No existe el riesgo país entonces. Porque acudir al FMI fue para obtener gran cantidad de dólares a tasa muy baja y si falta algo se pide por Mercado y el promedio de pago de intereses es muy bajo!!


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