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    Rodrigo Sanhueza

    Research Analyst at Santander Asset Management

    Rodrigo Sanhueza is an analyst at Santander Asset Management specializing in energy sector coverage, with particular focus on companies like Gran Tierra Energy Inc. He has demonstrated direct involvement in equity research and investment assessment, notably participating in industry earnings calls to gauge company performance. While details regarding his broader career history, previous employers, and quantitative performance metrics such as success rate or returns are limited, his role indicates practical experience and sector specialization within Santander Asset Management. Formal credentials and securities licenses have not been publicly disclosed.

    Rodrigo Sanhueza's questions to GRAN TIERRA ENERGY (GTE) leadership

    Rodrigo Sanhueza's questions to GRAN TIERRA ENERGY (GTE) leadership • Q1 2025

    Question

    Rodrigo Sanhueza of Santander Asset Management questioned the difference between reported CapEx and cash from investing activities. He also asked about the capital allocation balance between share buybacks and debt reduction, and whether buybacks were intended to offset equity-based compensation.

    Answer

    CFO Ryan Ellson clarified that the CapEx discrepancy is due to a non-cash working capital change, which is detailed in the financial statement notes. He stressed that debt reduction is a primary focus, with the majority of Q1 cash flow ($27 million) used to reduce gross debt. He also stated that share repurchases are based on the stock's value relative to NAV, not to offset compensation dilution.

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    Rodrigo Sanhueza's questions to GRAN TIERRA ENERGY (GTE) leadership • Q1 2025

    Question

    Rodrigo Sanhueza from Santander Asset Management asked for clarification on a CapEx discrepancy, questioned the capital allocation balance between cash preservation and share buybacks amid solvency concerns, and inquired if buybacks were meant to offset equity-based compensation.

    Answer

    EVP and CFO Ryan Ellson attributed the CapEx gap to a non-cash working capital change. He stressed that capital allocation is dynamic, with a primary focus on debt reduction ($27M in Q1) complemented by a modest buyback program. He clarified that repurchases are driven by the stock's undervaluation relative to its NAV, not to offset dilution.

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    Rodrigo Sanhueza's questions to GRAN TIERRA ENERGY (GTE) leadership • Q1 2025

    Question

    Rodrigo Sanhueza of Santander Asset Management asked about the difference between reported CapEx and cash flow from investing, and questioned the capital allocation strategy, specifically weighing share buybacks against debt reduction amid potential market solvency concerns.

    Answer

    EVP and CFO Ryan Ellson explained the CapEx difference was due to a non-cash working capital change related to accounts payable from the heavy capital program. On capital allocation, he emphasized that the majority of cash flow went to debt reduction ($27 million) and that the company remains laser-focused on deleveraging while pursuing a modest buyback program, viewing the shares as a great investment.

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