Pampa Energía

PAM

時価総額 $43.5億

Pampa Energia is a compelling buy, benefiting from Argentina's economic turnaround and an exceptionally cheap valuation. PAM's diversified energy operations, regulatory tailwinds, and strong market share position it for robust revenue and margin growth. Development of the Rincon de Aranda shale field could drive 20% annual oil production growth through 2027, serving as a key catalyst.

~150,000 shares were acquired at $3.38 per share for a total transaction value of $507,000. The acquisition represents a transaction size equal to 0.68% of the equity stake held before the filing.

The director acquired ~1.3 million shares for a total transaction value of $4.3 million. This purchase increased the insider's direct equity holdings by 6%.

The purchase of ~500,000 shares was completed at $3.44 per share, representing a total capital commitment of ~$1.7 million. This transaction involved a share count equal to 2% of the total equity stake held by the insider before the filing.

Mindlin purchased ~675,000 shares at $3.38 per share, representing a total capital commitment of ~$2.3 million. The transaction size is equal to 3% of the equity held before the filing.

Pampa Energia's Q2 results reinforced the long-term bullish thesis, with adjusted EBITDA up 75% Y/Y to $415M as Rincón de Aranda and power generation drove performance. Rincón de Aranda is scaling rapidly, while its RIGI approval and the $2.7B Fértil Pampa urea project add two major long-term catalysts. Despite rising capex and net debt, PAM retains manageable leverage; its diversified exposure to oil, gas, power, transport, and fertilizers differentiates it from pure-play peers.

Pampa Energia NYSE: PAM said its board approved the final investment decision for what it described as Latin America's largest urea plant, while the company reported second-quarter adjusted EBITDA of $415 million, supported by record oil and gas output, stronger power-market margins and improved petrochemical pricing.

Pampa Energía S.A. (PAM) Q2 2026 Earnings Call Transcript

BUENOS AIRES, Argentina, Aug. 4, 2026 /PRNewswire/ -- Pampa Energía S.A. (NYSE: PAM; Buenos Aires Stock Exchange: PAMP), an independent energy company with active participation in Argentine oil, gas and electricity, announces the results for the semester and quarter ended on June 30, 2026.

Founder and chairman Marcis Marcelo Mindlin acquired 287,916 shares for a $969,000 on June 26. The activity was executed in the open market and does not involve indirect entities or derivative instruments.