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    Walter Chiarvesio

    Research Analyst at Banco Santander, S.A.

    Walter Chiarvesio is the Head of Equity Research, Argentina at Banco Santander, S.A., specializing in Latin American equities with a focus on the Argentine market. He has covered companies such as Vista Energy SAB de CV and has led coverage teams that achieved notable performance, including top-two rankings for Santander in the Argentina research sector and strong returns from key recommendations, for example a 70.1% gain on Inversiones y Representaciones GDRs in a published period. Chiarvesio began his research career as a Senior Analyst at Met AFJP SA before joining Santander, where he has held progressively senior roles and led the Argentina equities desk since at least 2009. He is registered under FINRA rules and is recognized for his leadership in regional equity analysis.

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

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

    Question

    Walter Chiarvesio asked about the impact of the strong Argentine peso on lifting and CapEx costs in 2024 and the outlook for 2025.

    Answer

    CEO Miguel Galuccio acknowledged that the strong peso created cost pressures in 2024 but expects this effect to lessen in 2025 as peso inflation is assumed to continue. He guided for a slight reduction in lifting costs to a range of $4.3 to $4.5 per barrel for 2025. For CapEx, he noted that 70% is dollar-denominated, and a new multi-year initiative led by CTO Juan Garoby is underway to enhance well construction efficiency.

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    Walter Chiarvesio's questions to GRUPO FINANCIERO GALICIA (GGAL) leadership

    Walter Chiarvesio's questions to GRUPO FINANCIERO GALICIA (GGAL) leadership • Q1 2016

    Question

    Walter Chiarvesio asked for the total amount of U.S. dollar-denominated Lebacs on the balance sheet and the bank's outlook on the Central Bank's interest rate strategy for the next 12 months.

    Answer

    Pablo Firvida, Investor Relations, reported approximately ARS 10.9 billion in dollar-denominated Lebacs as of March. He added that the bank expects the Central Bank to lower the Lebac interest rate as inflation falls, forecasting a year-end rate of around 24%.

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