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    Marina Mertens

    Research Analyst at Latin Securities

    Marina Mertens is an analyst at Latin Securities specializing in Latin American equities, with coverage of major Argentine companies including Pampa Energía and YPF Luz. She regularly provides investment recommendations on these firms, with her reports cited in investor relations materials, indicating strong recognition within the market, though public performance metrics such as success rates or rankings are not available. Mertens has served as an equity analyst at Latin Securities since at least 2018, where she is a key point of contact for institutional investors; prior positions or a detailed career timeline are not publicly documented. Her professional credentials and securities licenses are not disclosed in available sources.

    Marina Mertens's questions to Vista Energy, S.A.B. de C.V. (VIST) leadership

    Marina Mertens's questions to Vista Energy, S.A.B. de C.V. (VIST) leadership • Q4 2024

    Question

    Marina Mertens inquired about the main benefits for Vista if capital controls in Argentina were lifted and whether it could lead to an acceleration of its growth plan.

    Answer

    CEO Miguel Galuccio stated that lifting capital controls would benefit the entire industry and make Vista more competitive. He identified two key benefits: attracting more investment and service companies to Argentina. This would create economies of scale, potentially increasing the rig count from 33 towards 100-150, which would ultimately lower drilling costs for all operators.

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    Marina Mertens's questions to Vista Energy, S.A.B. de C.V. (VIST) leadership • Q3 2024

    Question

    Marina Mertens asked for an outlook on the dynamic between domestic and international oil prices, noting the gap had narrowed significantly in Q3.

    Answer

    Chairman and CEO Miguel Galuccio responded that he expects the current dynamic, where local prices are closely aligned with export parity, to continue. He expressed optimism that new legislation preventing price intervention will support this convergence going forward.

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    Marina Mertens's questions to CORPORACION AMERICA AIRPORTS (CAAP) leadership

    Marina Mertens's questions to CORPORACION AMERICA AIRPORTS (CAAP) leadership • Q3 2024

    Question

    Marina Mertens from Latin Securities asked if the recent year-over-year declines in Argentina's commercial revenues and domestic traffic represent a new normalized level post-FX and PreViaje program benefits. She also inquired if strong international traffic could offset this domestic weakness.

    Answer

    CFO Jorge Arruda began to answer, acknowledging the negative impacts on Argentina's results from declining domestic passengers, lower cargo and duty-free revenues, a delayed tariff adjustment, and high inflation. The call was disconnected before he could fully address whether this was a new normal or if international traffic could serve as an offset.

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