OGZD Gazprom Cedear

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Financiero
Mensajes: 95
Registrado: Mar Mar 14, 2017 4:06 pm

Re: OGZD Gazprom Cedear

Mensajepor Financiero » Mié Dic 27, 2017 2:51 pm

oudine2 escribió:Estuve googleando un poco:

Gazprom launched the construction of the Turkish Stream gas pipeline’s offshore section near the Russian coast of the Black Sea on May 7. The company has already built around 300 kilometers of the Black Sea segment of the TurkStream gas pipeline. The first line is scheduled for completion in March 2018 and the second in 2019.

https://www.azernews.az/region/121404.html

Siendo que en marzo justo empieza la temporada con menor demanda, quizás veamos un impacto crecimiento de ventas en el Q3 (reportado en nov-18).

Financiero
Mensajes: 95
Registrado: Mar Mar 14, 2017 4:06 pm

Re: OGZD Gazprom Cedear

Mensajepor Financiero » Mié Dic 27, 2017 2:48 pm

oudine2 escribió:De hecho la torrecita esa de las oficinas centrales está presupuesta en 2 bn U$S, el 4 % del market cap :roll:

Nota de color, no sé si vieron la final de clubes, ahí estábamos patrocinando :2230:


https://s3-sa-east-1.amazonaws.com/asse ... 567142.JPG

Tengo la sensación de que en este caso la expansión es un imperativo político.
De ser así, las sanciones de USA podrían terminar siendo buenas para los inversores --> los obliga a ajustar para crecer.

En general, las empresas privadas tienden a matar el capex cuando no tienen cash. Con un poco de suerte, quizás maten el opex con tal de crecer.
Si es así, nos va a ir muy bien en 2018!

oudine2
Mensajes: 202
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Dic 27, 2017 2:48 pm

Estuve googleando un poco:

Gazprom launched the construction of the Turkish Stream gas pipeline’s offshore section near the Russian coast of the Black Sea on May 7. The company has already built around 300 kilometers of the Black Sea segment of the TurkStream gas pipeline. The first line is scheduled for completion in March 2018 and the second in 2019.

https://www.azernews.az/region/121404.html

oudine2
Mensajes: 202
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Dic 27, 2017 2:15 pm

De hecho la torrecita esa de las oficinas centrales está presupuesta en 2 bn U$S, el 4 % del market cap :roll:

Nota de color, no sé si vieron la final de clubes, ahí estábamos patrocinando :2230:


https://s3-sa-east-1.amazonaws.com/asse ... 567142.JPG

oudine2
Mensajes: 202
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Dic 27, 2017 2:10 pm

Financiero escribió:Gracias por compartir! Que lindo que hubiera sido que también anuncien un plan de eficientización de gastos...
Cuál de los proyectos sería el primero en terminarse? O todos irían a fines de 2019?


Sí, de hecho en la carta que compartí, en una parte empieza a hablar de todos los gastos sociales... Terrible, y entre todo eso está la mega torre de las oficinas centrales. Que va a ser el edificio más alto de Europa.

https://www.youtube.com/watch?v=gUdyvVoNifA

Pero bueno, si la empresa fuese perfecta, claramente no estaría cotizando a menos de PER 4, y P/BV de 0.25.

Tengo entendido que el gasoducto más importante es el que va para China, que es el gran mercado a abastecer si va dejando de a poco el carbón, y sigue con su crecimiento. Ese se espera para diciembre 20 del 2019. Los otros no tengo las fechas precisas y dependen mucho de poder conseguir la financiación que sale principalmente de las ganancias debido a los embargos que tiene.

De eso se habla un poco por acá:

https://seekingalpha.com/news/3319219-b ... -next-year

Financiero
Mensajes: 95
Registrado: Mar Mar 14, 2017 4:06 pm

Re: OGZD Gazprom Cedear

Mensajepor Financiero » Mié Dic 27, 2017 12:33 pm

oudine2 escribió:Dear colleagues,
On behalf of the Management Committee and on my own behalf, let me wish you a merry Christmas and a happy New Year!

In 2017, we achieved a tremendous amount together. We attained each and every objective we had set for the Company. Above all, I would like to stress that we are right on schedule in our strategic, top-priority projects.

In the east, we are actively conducting the pre-development of the Chayandinskoye field and building the linear part of the Power of Siberia gas pipeline, 1,380 kilometers of which will have been completed by the end of the year. That is two-thirds of the pipeline’s length. And I can say with absolute certainty that on December 20, 2019, we will start supplying gas to China.

This year, we launched the construction of the Amur Gas Processing Plant. The facility is a crucial link in the chain of gas supplies to China. As you are well aware, it will be the largest such plant in Russia and second largest in the world in terms of design capacity.

We are consistently developing our new gas production center in the Yamal Peninsula, with a focus on Bovanenkovskoye, its largest field. We have already increased the field’s peak output to 264 million cubic meters of gas per day. The third gas production facility is currently under construction. We will soon reach the design output of 115 billion cubic meters of gas per year.

At the same time, in order to convey gas from Yamal, we are setting up new gas transmission capacities in Russia’s most important gas transmission corridor at the moment, i.e., the northern one. There, we are building the most advanced gas trunklines in the world with the working pressure of 120 atm. We are expanding the gas transmission capacities in northwestern Russia, such as the gas pipeline stretching from Gryazovets to the Slavyanskaya compressor station.

Preparations for the construction of the Nord Stream 2 gas pipeline are right on track. In this case, we are working with European companies. At present, our European partners are providing financing for this project in a seamless manner. For instance, a few days ago, they fulfilled their financing obligations for 2017.

This year has also been momentous for us in respect of the TurkStream project. We commenced the laying of two strings in the gas pipeline’s offshore section near the Russian coast. We are already working in the exclusive economic zone of Turkey. By now, upward of 650 kilometers of the gas pipeline have been built, which translates into more than 35 per cent of the two strings in TurkStream’s offshore section.

As we all know, both Nord Stream 2 and TurkStream are meant to increase the reliability of gas supplies to our European consumers. It is particularly important because our exports to Europe increase with each passing year. Last year, we set an absolute record for gas exports with 179.3 billion cubic meters. We will beat that amount by the year’s end, with over 190 billion cubic meters of gas delivered to consumers. I would like to note that this year will see several countries at once set new records for Russian gas imports. I am speaking first and foremost about our largest consumers, Germany and Turkey.

Gas consumption has grown in the domestic market as well. This year, the Company’s supplies via the gas transmission system are up by 4.6 billion cubic meters against 2016.

We also gave a major boost to gas production this year, with more than 470 billion cubic meters produced, which is a 12 per cent rise from 2016. In absolute terms, it is an increase of over 50 billion cubic meters versus the previous year.

We are systematically working to ramp up our reserves. For the 13th consecutive year, the reserve replacement ratio is more than 1: it amounts to 1.8.

Extensive efforts continue in the area of underground gas storage. By the start of the heating season, we expanded the potential daily deliverability of Russian UGS facilities to 805.3 million cubic meters, an all-time high for the national gas industry. I would like to underline that it is an increase of 30 per cent from the indicator for the winter of 2010–2011. Which means that, in a mere seven years, we have enlarged the capacity of our UGS facilities by a third.

We are making consistent efforts to strengthen our oil business. By the end of this year, the Gazprom Group will have produced 41 million tons of oil, a 4 per cent rise from 2016.

In 2017, we are also taking stock of Gazprom’s first decade in the power sector. The results are extremely encouraging. Under CSAs – capacity supply agreements – we have built 8.5 GW of generating capacities. We are now near the finish line, as we are erecting our last CSA-based generating facility – the Grozny Thermal Power Plant.

Dear colleagues,
In 2017, Gazprom topped the global energy company rankings. It is one more testament to our reputation as a leader in the global energy market.

We work for the Company that takes on ambitious challenges and successfully meets them. As you know, our investments will reach their peak in the next two years. It can be attributed to the fact that late 2019 is the deadline for some major, nationally strategic projects. I am convinced that we will make that deadline for every project.

Naturally, our main goal, our number one goal, is to provide reliable gas supplies to Russian consumers, especially in the autumn/winter period. In winter, we have to work even harder and more closely than usual. We need to be particularly responsible and careful in every area. Please keep that in mind.

--------------------


Básicamente la madurez de los proyectos considerando que no haya más sanciones, guerras, multas, y puedan ser financiados va a ser en 2019 y va todo en línea para que sea así.

Gracias por compartir! Que lindo que hubiera sido que también anuncien un plan de eficientización de gastos...
Cuál de los proyectos sería el primero en terminarse? O todos irían a fines de 2019?

oudine2
Mensajes: 202
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Mié Dic 27, 2017 10:51 am

Dear colleagues,
On behalf of the Management Committee and on my own behalf, let me wish you a merry Christmas and a happy New Year!

In 2017, we achieved a tremendous amount together. We attained each and every objective we had set for the Company. Above all, I would like to stress that we are right on schedule in our strategic, top-priority projects.

In the east, we are actively conducting the pre-development of the Chayandinskoye field and building the linear part of the Power of Siberia gas pipeline, 1,380 kilometers of which will have been completed by the end of the year. That is two-thirds of the pipeline’s length. And I can say with absolute certainty that on December 20, 2019, we will start supplying gas to China.

This year, we launched the construction of the Amur Gas Processing Plant. The facility is a crucial link in the chain of gas supplies to China. As you are well aware, it will be the largest such plant in Russia and second largest in the world in terms of design capacity.

We are consistently developing our new gas production center in the Yamal Peninsula, with a focus on Bovanenkovskoye, its largest field. We have already increased the field’s peak output to 264 million cubic meters of gas per day. The third gas production facility is currently under construction. We will soon reach the design output of 115 billion cubic meters of gas per year.

At the same time, in order to convey gas from Yamal, we are setting up new gas transmission capacities in Russia’s most important gas transmission corridor at the moment, i.e., the northern one. There, we are building the most advanced gas trunklines in the world with the working pressure of 120 atm. We are expanding the gas transmission capacities in northwestern Russia, such as the gas pipeline stretching from Gryazovets to the Slavyanskaya compressor station.

Preparations for the construction of the Nord Stream 2 gas pipeline are right on track. In this case, we are working with European companies. At present, our European partners are providing financing for this project in a seamless manner. For instance, a few days ago, they fulfilled their financing obligations for 2017.

This year has also been momentous for us in respect of the TurkStream project. We commenced the laying of two strings in the gas pipeline’s offshore section near the Russian coast. We are already working in the exclusive economic zone of Turkey. By now, upward of 650 kilometers of the gas pipeline have been built, which translates into more than 35 per cent of the two strings in TurkStream’s offshore section.

As we all know, both Nord Stream 2 and TurkStream are meant to increase the reliability of gas supplies to our European consumers. It is particularly important because our exports to Europe increase with each passing year. Last year, we set an absolute record for gas exports with 179.3 billion cubic meters. We will beat that amount by the year’s end, with over 190 billion cubic meters of gas delivered to consumers. I would like to note that this year will see several countries at once set new records for Russian gas imports. I am speaking first and foremost about our largest consumers, Germany and Turkey.

Gas consumption has grown in the domestic market as well. This year, the Company’s supplies via the gas transmission system are up by 4.6 billion cubic meters against 2016.

We also gave a major boost to gas production this year, with more than 470 billion cubic meters produced, which is a 12 per cent rise from 2016. In absolute terms, it is an increase of over 50 billion cubic meters versus the previous year.

We are systematically working to ramp up our reserves. For the 13th consecutive year, the reserve replacement ratio is more than 1: it amounts to 1.8.

Extensive efforts continue in the area of underground gas storage. By the start of the heating season, we expanded the potential daily deliverability of Russian UGS facilities to 805.3 million cubic meters, an all-time high for the national gas industry. I would like to underline that it is an increase of 30 per cent from the indicator for the winter of 2010–2011. Which means that, in a mere seven years, we have enlarged the capacity of our UGS facilities by a third.

We are making consistent efforts to strengthen our oil business. By the end of this year, the Gazprom Group will have produced 41 million tons of oil, a 4 per cent rise from 2016.

In 2017, we are also taking stock of Gazprom’s first decade in the power sector. The results are extremely encouraging. Under CSAs – capacity supply agreements – we have built 8.5 GW of generating capacities. We are now near the finish line, as we are erecting our last CSA-based generating facility – the Grozny Thermal Power Plant.

Dear colleagues,
In 2017, Gazprom topped the global energy company rankings. It is one more testament to our reputation as a leader in the global energy market.

We work for the Company that takes on ambitious challenges and successfully meets them. As you know, our investments will reach their peak in the next two years. It can be attributed to the fact that late 2019 is the deadline for some major, nationally strategic projects. I am convinced that we will make that deadline for every project.

Naturally, our main goal, our number one goal, is to provide reliable gas supplies to Russian consumers, especially in the autumn/winter period. In winter, we have to work even harder and more closely than usual. We need to be particularly responsible and careful in every area. Please keep that in mind.

--------------------


Básicamente la madurez de los proyectos considerando que no haya más sanciones, guerras, multas, y puedan ser financiados va a ser en 2019 y va todo en línea para que sea así.

lestat
Mensajes: 1185
Registrado: Mié Dic 16, 2015 12:10 am

Re: OGZD Gazprom Cedear

Mensajepor lestat » Lun Dic 11, 2017 2:08 pm

https://seekingalpha.com/news/3317334-g ... esh-record

Las exportaciones de Gazprom a Rusia en récords históricos. Así que vienen muy saludables los dividendos y/o la financiación de los nuevos gasoductos...

Fabricio
Mensajes: 265
Registrado: Mié Dic 16, 2015 10:35 am

Re: OGZD Gazprom Cedear

Mensajepor Fabricio » Mar Dic 05, 2017 3:47 pm

bolsita1 escribió:gracias fabricio , la miro , vos entendes del tema petrolero no?


Si trabaje muchos años en Hall la competencia de Slb y trabajo en la franchuta ahora.

bolsita1
Mensajes: 2343
Registrado: Vie Jun 13, 2014 5:42 pm

Re: OGZD Gazprom Cedear

Mensajepor bolsita1 » Lun Dic 04, 2017 11:26 pm

Fabricio escribió:Muchas gracias bolsita por el aporte. Yo tb vengo acumulando desde los 32/33 pesos en el cedear. Estuve investigando un poco mas a fondo y es impresionante el potencial que tiene. Si no fuese rusa valdria mas q exxon, tiene mucho gas relativamente barato sacar y con una clientela alrededor cautiva. Si llega a subir el precio del gas el precio actual va a sonar un chiste.
Igual creo q voy a tener que averiguar para comprar acciones afuera, seria mi primera vez. Para lo que mueve el cedear ya tengo bastante, q no es mucho tampoco. Ademas si lo veo parte como un bono, el cedear es complicado con el tema de dividendos.

Q cagada lo de tus deptos, igual no hay mal q por bien no venga. En 2 años estoy convencido q Gazprom va a ser mejor inversión q los depas.

Otro motivo de comprar afuera, es ver la empresa Schlumberger, mirala esta interesante para entrar ahora me parece, si el 2018 sube el oil se vuela esta en minimos...

Un abrazo!!

gracias fabricio , la miro , vos entendes del tema petrolero no?

Fabricio
Mensajes: 265
Registrado: Mié Dic 16, 2015 10:35 am

Re: OGZD Gazprom Cedear

Mensajepor Fabricio » Lun Dic 04, 2017 9:20 pm

bolsita1 escribió:La deuda no es problema , si estoy adentro hace rato , compre abajo de 4 dolares y tambien compre papeles aqui .
en enero voy a comprar mas o si rompe los 4.7 compro cuando sierre en el semanal arriba de 4.70
tenia pensado comprar 2 deptos , pero voy a comprar esta y incrementar mi posición , esto rinde en dolares mejor que los departamentos y no tenes monos rompiendo todo tu capital , me entregaron un departamento en alquiler hace 2 semanas , esta destruido , tengo que gastar 6 meses de alquiler en reparar y pintar


Muchas gracias bolsita por el aporte. Yo tb vengo acumulando desde los 32/33 pesos en el cedear. Estuve investigando un poco mas a fondo y es impresionante el potencial que tiene. Si no fuese rusa valdria mas q exxon, tiene mucho gas relativamente barato sacar y con una clientela alrededor cautiva. Si llega a subir el precio del gas el precio actual va a sonar un chiste.
Igual creo q voy a tener que averiguar para comprar acciones afuera, seria mi primera vez. Para lo que mueve el cedear ya tengo bastante, q no es mucho tampoco. Ademas si lo veo parte como un bono, el cedear es complicado con el tema de dividendos.

Q cagada lo de tus deptos, igual no hay mal q por bien no venga. En 2 años estoy convencido q Gazprom va a ser mejor inversión q los depas.

Otro motivo de comprar afuera, es ver la empresa Schlumberger, mirala esta interesante para entrar ahora me parece, si el 2018 sube el oil se vuela esta en minimos...

Un abrazo!!

rescate
Mensajes: 544
Registrado: Vie Dic 20, 2013 12:06 am

Re: OGZD Gazprom Cedear

Mensajepor rescate » Lun Dic 04, 2017 2:32 pm

Misma posición para Petrobras y Gazprom, los movimientos generalizados toman mas fuerza...
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bolsita1
Mensajes: 2343
Registrado: Vie Jun 13, 2014 5:42 pm

Re: OGZD Gazprom Cedear

Mensajepor bolsita1 » Lun Dic 04, 2017 2:05 pm

Fabricio escribió:Bolsita en la pagina oficial se publico un credito por mil millones de euros, la ves de cuidado a la deuda en gral q tiene la empresa?
Los 3 proyectos mas grandes que tiene arrancan entre 2019-2021, con un P/E de 4 y el valor del gas en un piso a mediano plazo parece ser una gran oportunidad. Incluso uno de los proyectos es aumentar el calor agregado del gas procesandolo para la industria petroquimica.
En lo personal tengo ganas de aumentar posicion, pero opero solo el cedear y lo que ya tengo lo que mueve diariamente ya es bastante , igual imagino q a futuro va a mover mas nominales o eso espero.

Me gustaria saber si vos estas adentro y si tenes pensado aumentar tu posición acá.

Slds y espero q andes bien.

La deuda no es problema , si estoy adentro hace rato , compre abajo de 4 dolares y tambien compre papeles aqui .
en enero voy a comprar mas o si rompe los 4.7 compro cuando sierre en el semanal arriba de 4.70
tenia pensado comprar 2 deptos , pero voy a comprar esta y incrementar mi posición , esto rinde en dolares mejor que los departamentos y no tenes monos rompiendo todo tu capital , me entregaron un departamento en alquiler hace 2 semanas , esta destruido , tengo que gastar 6 meses de alquiler en reparar y pintar

Fabricio
Mensajes: 265
Registrado: Mié Dic 16, 2015 10:35 am

Re: OGZD Gazprom Cedear

Mensajepor Fabricio » Vie Dic 01, 2017 11:02 am

bolsita1 escribió:ME PARECIA QUE AUMENTO LA DEUDA

QUE PE LE QUEDA ?


Bolsita en la pagina oficial se publico un credito por mil millones de euros, la ves de cuidado a la deuda en gral q tiene la empresa?
Los 3 proyectos mas grandes que tiene arrancan entre 2019-2021, con un P/E de 4 y el valor del gas en un piso a mediano plazo parece ser una gran oportunidad. Incluso uno de los proyectos es aumentar el calor agregado del gas procesandolo para la industria petroquimica.
En lo personal tengo ganas de aumentar posicion, pero opero solo el cedear y lo que ya tengo lo que mueve diariamente ya es bastante , igual imagino q a futuro va a mover mas nominales o eso espero.

Me gustaria saber si vos estas adentro y si tenes pensado aumentar tu posición acá.

Slds y espero q andes bien.

oudine2
Mensajes: 202
Registrado: Mar Sep 06, 2016 6:55 pm

Re: OGZD Gazprom Cedear

Mensajepor oudine2 » Jue Nov 30, 2017 5:50 pm

ElCoco escribió:Hace un par de días que empece a leer sobre la misma, me resulto interesante. Esta en un proceso de desendeudamiento e inversión en lugares estratégicos.
Si te interesa, en la pagina tiene datos interesantes, pero hay que operarla por afuera, el CEDEAR ni se mueve aca.

https://investors.fcx.com/investors/pre ... fault.aspx

Gracias por tu punto de vista!


No conozco la empresa, pero si tiene CEDEAR y te ponés con un monto interesante en un precio atractivo algún broker va a hacer el arbitraje para dártela, le tenés que dar el spread para que sea conveniente y por un monto que valga la pena hacer esa opereta... Obvio que si tenés cuenta afuera pagás mucho menos, pero si no hiciste el trámite y querés esa acción nomás o lo que sea, y la querés sacar acá probablemente haciendo eso te la den...


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