Energy Mexican Community
Our community narratives are driven by numbers and valuation.
Energy Mexican Investing Ideas
Export Expansion And Low Lifting Costs Will Drive Strong Long Term Upside
Vista Energy is leaning into Argentina’s Vaca Muerta with fast-paced new wells, low costs, and a bigger push into exports where prices can be stronger. The upside hinges on keeping productivity and costs on track while navigating oil price swings, heavier spending, and Argentina’s political and economic uncertainty.Read more
AN
Mex$2.11k
48.2% undervalued intrinsic discount
Fair Value
Revenue
24.97% p.a.
Profit Margin
35.67%
Future PE
9.29x
Price in 2029
Mex$3.14k
Export Expansion And Low Lifting Costs Will Support A Stronger Long Term Outlook
Catalysts About Vista Energy. de Vista Energy focuses on developing and operating oil and gas assets with an emphasis on Vaca Muerta in Argentina.Read more
AN
Mex$1.31k
16.6% undervalued intrinsic discount
Fair Value
Revenue
18.94% p.a.
Profit Margin
21.89%
Future PE
17.08x
Price in 2029
Mex$1.97k
Export Reliance And Capital Needs Will Challenge Long Term Well Tie In Plans
Catalysts About Vista Energy. de Vista Energy is an oil and gas producer focused on unconventional developments in Argentina, with assets such as Bajada del Palo Oeste and La Amarga Chica.Read more
AN
Mex$955.29
14.6% overvalued intrinsic discount
Fair Value
Revenue
16.63% p.a.
Profit Margin
19.28%
Future PE
14.69x
Price in 2029
Mex$1.43k
