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    Vicente Falanga

    Senior Equity Analyst at Bradesco BBI

    Vicente Falanga is a Senior Equity Analyst at Bradesco BBI, focusing on the Chemicals and Oil sectors, and recognized as one of Brazil's top specialists in these areas. He covers specific listed companies such as Ultrapar Participacoes, GeoPark, Petroleo Brasileiro (Petrobras), Vista Energy, and OceanPact, and has delivered notable investment calls with a 63.64% success rate and standout returns, including a +36.9% return on GeoPark. Falanga has been at Bradesco BBI since at least 2019 and has achieved #3 sector ranking in Chemicals & Oil in Institutional Investor's 2024 Brazil and LatAm surveys. He holds professional credentials and is identified in the market for his sector expertise, but details regarding securities licenses or FINRA registration are not publicly disclosed.

    Vicente Falanga's questions to ULTRAPAR HOLDINGS (UGP) leadership

    Vicente Falanga's questions to ULTRAPAR HOLDINGS (UGP) leadership • Q2 2025

    Question

    Vicente Falanga from Bradesco BBI asked for an update on discussions with the ANP regarding proposed LPG regulations and for visibility on the legal efforts to resolve injunctions related to Renovabio bio-credits.

    Answer

    CEO Rodrigo Pesinado and Ultragas CEO Tabajara Albertalli highlighted that the vast majority of public inputs (244 out of 247) opposed the proposed LPG changes, and they are actively engaged in the regulatory process. Management also confirmed they are supporting legal initiatives, including a government request to the Supreme Court, to resolve the Renovabio injunctions and correct market distortions.

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    Vicente Falanga's questions to GeoPark (GPRK) leadership

    Vicente Falanga's questions to GeoPark (GPRK) leadership • Q2 2025

    Question

    Vicente Falanga requested an update on the polymer injection project in the Llanos Basin and asked when final results could be expected.

    Answer

    CEO Felipe Bayon and Chief Exploration & Development Officer Rodrigo Dalle Fiore confirmed the polymer injection project has received all necessary approvals and is scheduled to begin in December. They noted that while initial studies are very encouraging, tangible results will only be available several months after the project commences.

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    Vicente Falanga's questions to GeoPark (GPRK) leadership • Q1 2025

    Question

    Vicente Falanga of Bradesco BBI asked via webcast about the potential for further cost efficiencies within the company.

    Answer

    CFO Jaime Caballero Uribe described GeoPark's approach to cost efficiency, which includes peer benchmarking and using third-party consultants, aiming to be as competitive as possible. COO Rodolfo Terrado added that the company is already at the low end of its OpEx guidance ($12.3/bbl) and provided examples of ongoing initiatives, such as optimizing maintenance strategies and improving artificial lift reliability, which have made Llanos 34 a top-ranked asset for operational uptime.

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