I think you're correct about it being a Spanish company. That is what I bought - not BFR.
Congrats on HOGS, CZZ, WPRT. However, those have been relatively slow movers until very recently. I sold my CZZ a long time ago. Thank God, because that has really lagged. Like you mention, however, the NG sector is probably worth a second look on a pullback.
My base holdings are VALE, ITUB, NOV, and GFA. Also holding POT and MOS. I managed to buy all on the last two market dips, so returns are pretty nice. Probably should have done some selling today - especially ITUB. Things are starting to overheat again...
ACO, I wouldn't touch Argentina. I understand the rationale for Argentine banks. They are not heavy into mortgages and the Argentine Peso has lagged behind every currency including the God awful black market valuation of Venezuelan Bolivars.
And while Argentina may have some first world cities and infrastructure, they have third or fourth world governance if there is such a thing. I looked into buying the sovereign debt and concluded that unless they could sucker someone into lending them money the country would likely default on its debt again.
I'd be looking at banks in Chile, Brazil, and possibly Colombia if you are interested in South American banks.
Full disclosure: I have CZZ, WPRT on watch, have no position at present in NG (too much supply IMHO from an investment POV, buy a driller like HP if you want to play NG), but am a long and strong holder of HOGS....