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Analyst
Alejandro Demichelis
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q3 (4 quarters).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- Companies
- 1questioned 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 8 of 8 questions from 1 company
SCCOSouthern Copper Corporation8 questions · 4 reporting periods · 0 of 8 challenging
Calendar 2025 Q3
could you give us some kind of indications of how you're seeing 2026 in terms of volumes, CapEx and so on?
Show response
CFO guided 2026: 911K tons copper (under review to improve), cash cost similar to YTD or better, CapEx ~$2B with Tia Maria alone at $866M.
have you seen any kind of impact on the areas in which you are producing or in the ports in the South
Show response
Management reported no operational impact from Peru political instability. President at 45% approval. Protests diminishing in southern operating regions.
Calendar 2025 Q2
How are you seeing the date or potential dates for starting up Tia Maria then, please?
Show response
CFO guided first Tia Maria tests and some production to the first half of 2027.
How do you see the dialogue between the Peruvian government and the Peruvian kind of operating companies with the U.S. regarding this situation?
Show response
Management said tariff-related government conversations are confidential with little to report.
Calendar 2025 Q1
we have seen an increase in the proportion of the share dividend. So first, why was that?
Show response
Management explained cash position was affected by $711M year-end tax payment but did not directly address the strategic rationale for higher share dividend proportion.
How we should think about cash costs evolving in the rest of the year?
Show response
CFO provided clear cash cost guidance range for full year, expressing confidence in maintaining low cost position.
Calendar 2024 Q4
can you please give us an indication of how you're thinking about kind of cash cost for Tia Maria with the new changes that you have made
Show response
Jacob gave a specific $1.12/lb cash cost estimate for Tia Maria, noting it increased from the original $2.00/lb copper price assumption era but remains competitive at current $4+ prices.
how are you thinking about cash cost for the entire business for Southern Copper?
Show response
Jacob provided specific cash cost guidance of $0.90-$1.00/lb for the next few years, noting they tend to be conservative on price assumptions.
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 |
|---|---|---|
| SCCO Southern Copper Corporation | 8 | 0%none of 8 questions |
- SCCOSouthern Copper Corporation · 8 questions0%none of 8 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 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment3
- Margin3
- Regulation Policy2
- Cost Pressure2
- Demand1
- Macroeconomic1
- Geographic Expansion1
- Trade Tariffs1
- Capital Allocation1