Camilla Barder

Basic Materials

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

4

Questions

0%

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q4 '24Q1 '25

Focus Areas8 topics

Demand1Pricing1Cost Pressure1Margin1Supply Chain1Macroeconomic1Capex Investment1Capital Allocation1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

SCCOSouthern Copper Corporation2 quarters

2025 Q1

if copper prices remain at a low level, could you consider perhaps altering your production plans

DemandPricingView in transcript →

Can you comment please on the expectations of cash cost before by-products for 2025?

Cost PressureMarginView in transcript →

2024 Q4

If you can comment on your views on the supply side, given the current low TC/RC environment, do you see any risk for smelters of cutting supply?

Supply ChainMacroeconomicView in transcript →

Can you provide an updated estimate for CAPEX and free cash flow expectations for 2024?

Capex InvestmentCapital AllocationView in transcript →