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Analyst
Al Harvey
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 2with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 1 company
NEMNewmont3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
just wanted to get a sense of the option for these and just remind us of any lockup periods on those stakes
Show response
Discovery Silver has ~12-month lockup. Greatland Gold lockup linked to ASX listing expected June timeframe. Value realization timing depends on these milestones.
Calendar 2024 Q4
is that the most likely candidate? Or is there a chance to hold fire on FID-ing that project?
Show response
Tom indicated Red Chris is leading the queue but stressed delivery on current projects must come first. Feasibility study this year, but FID contingent on returns meeting standards.
I just wanted to get a sense of how you're thinking about where you might be more inclined to invest on the gold side of the copper side?
Show response
Tom outlined copper exposure via Boddington laybacks, Cadia PC 2-3, and Red Chris as the project that could push copper above 150K tons/year. Organic copper growth embedded in existing portfolio.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| NEM Newmont | 3 | 0%none of 3 questions |
- NEMNewmont · 3 questions0%none of 3 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment2
- Capital Allocation1
- M&A1
- Innovation & R&D1
- Competitive Dynamics1