In short: Named with Ecopetrol and GeoPark as the Colombia names worth another look on the government change — "these type of companies" — and grouped into "these are all opportunities and they're being repriced already."
Parex is a Canadian-listed oil producer whose fields are in Colombia — a private-sector way to own the same country turn as Ecopetrol, without the state as your controlling shareholder. Polomny names it alongside Ecopetrol and GeoPark as "these type of companies" worth another look now that Colombia's government has changed. Smaller and independent, it should feel a friendlier licensing and tax regime faster than the state major would.
41:39Well, I like Petrobras. I like the fact that we have a changing government in Colombia. So, it's probably worth taking another look at Ecopetrol, Parex, which is there also, GeoPark, these type of companies, okay? What's happening in the Vaca Muerta in Argentina, how that's exploding. Argentina is becoming an increasingly larger and larger oil exporter.
In short: "Parex is another one that you might want to look at." A second independent Colombian oil operator named with GeoPark — independents that have partnered with Ecopetrol and could re-rate if the new government reopens exploration. A watch idea only.
Parex Resources is another independent oil company focused on Colombia (listed in Canada). Like GeoPark, it partners with Ecopetrol and would stand to gain if a more resource-friendly Colombian government revives exploration and production. Polomny lists it alongside GeoPark as a name to research if you want to play Colombia's political shift through the nimbler independents rather than the state company. A watch idea only.
25:56Is it a buy? I don't know. There's probably other companies there like GeoPark, I think, is one. Parex is another one that you might want to look at. These are independent operators but they are going to be partnering — they have partnered in the past and will continue to partner with Ecopetrol, I think.
In short: Reference — Amber raises Parex (Colombia operations) as a Latin-America "tentacle" of the Venezuela story. Smead frames the region via long-life/offshore logic rather than opining on Parex directly.
54:24things but for this context what it does for the energy markets. How do you think about the tentacles of of this Venezuela action? — Sure. So, uh, in the long run, the major US oil producers always had to go offshore. And here's why I say that because that's where long-term projects are.
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