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Analyst
Alastair Syme
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q1 (6 quarters; questions recorded in 4).
- Questions
- 5on tracked calls
- Challenge rate
- 0%none of 5 questionsLimited sample
- Companies
- 3questioned at least once
- Reporting periods
- 4with 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 5 of 5 questions from 3 companies
CVXChevron Corporation2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2025 Q4
how do you think about the suitability of this metric to your business and really as a guide for investors in your business
Show response
Bonner acknowledged reserve replacement can be lumpy, views one-year alongside longer-term trends and competitive metrics. 2025 benefited from both inorganic (Hess) and organic additions including extensions, discoveries, and project sanctions.
Calendar 2024 Q4
If you've got a good sense of why first exploration well failed and whether you've seen enough to make you want to go again
Show response
Wirth framed the dry well as a learning opportunity. Noted low drilling cost relative to peers, confirmed continued interest in both Orange and Walvis basins.
XOMExxonMobil2 questions · 2 reporting periods · 0 of 2 challenging
Calendar 2026 Q1
chemical margins squeezed in March, but I wonder if there's been any recovery in April back to those 10-year averages
Show response
Darren clarified Slide 5 shows industry margins not XOM-specific footprint. With elevated crude prices, US gas cracker base has big feed advantage over global liquid crackers. Neil added North American advantage extends to refining from low-cost energy supply.
Calendar 2025 Q2
whether you're sort of talking about bolt- on transactions or something larger
Show response
Woods said scale is important but must be right kind of scale. Paying for volume does not create advantage or shareholder value. Efficiencies from integration are minor compared to unique value creation opportunity. Looking for acquisitions where combination results in more than either could achieve independently described as magic of successful acquisitions. Chapman added December plan for $20 billion earnings growth and $30 billion cash flow growth through 2030 does not reflect or rely on any M&A making this an opportunistic additional category.
COPConocoPhillips1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
is there anything that would incentivize you to go faster in that business
Show response
Ryan Lance emphasized infrastructure and permitting reform over production acceleration, noting COP is already drilling efficiently without adding rig lines.
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 |
|---|---|---|
| CVX Chevron Corporation | 2 | —Rate withheld: fewer than 3 questions |
| XOM ExxonMobil | 2 | —Rate withheld: fewer than 3 questions |
| COP ConocoPhillips | 1 | —Rate withheld: fewer than 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 | 2 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q1No questions recorded
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q3No questions recorded
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics3
- Margin1
- Capital Allocation1
- M&A1
- Regulation Policy1
- Revenue Growth1
- Geographic Expansion1
- Innovation & R&D1