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    Oriana Covault

    Research Analyst at Balanz

    Oriana Covault serves as an Analyst at Balanz, focusing on equity research primarily within the Latin American energy and natural resources sectors. She is responsible for covering companies such as SierraCol Energy, delivering detailed investment analysis to institutional clients. Her recent work at Balanz showcases a rigorous approach to company and sector research, leveraging her expertise to inform high-stakes financial decisions in the region. Covault's professional trajectory centers on emerging markets research; while specifics of her prior experience and regulatory credentials are not publicly listed, she is recognized for her strong analytical skills and sector insight.

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

    Oriana Covault's questions to Vista Energy, S.A.B. de C.V. (VIST) leadership • Q2 2025

    Question

    Oriana Covault of Balanz Capital asked for clarity on the future tax burden following the large $250 million income tax payment in Q2, and how to model this component for the medium term.

    Answer

    CEO Miguel Galuccio advised modeling a 35% income tax rate going forward. For the remainder of 2025, he specified there are pending advanced tax payments of approximately $200 million to $300 million, which are already included in the company's free cash flow guidance for the year.

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

    Question

    Oriana Covault asked if Vista has considered implementing a hedging policy to mitigate the potential impact of Brent price volatility on its plans.

    Answer

    CEO Miguel Galuccio explained that the company does not plan to hedge. He argued that Vista is 'naturally hedged' due to its status as a very low-cost producer, its low debt levels, and the flexibility of its short-cycle CapEx. He also noted that investors can often hedge more efficiently on their own and that a corporate hedging strategy carries its own risks.

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