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Analyst
Camilla Barder
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 0%none of 4 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 4 of 4 questions from 1 company
SCCOSouthern Copper Corporation4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q1
if copper prices remain at a low level, could you consider perhaps altering your production plans
Show response
Management emphasized conservative $3.30/lb long-term planning price, stating production plans are not adjusted for price fluctuations.
Can you comment please on the expectations of cash cost before by-products for 2025?
Show response
CFO noted pre-by-product cash cost decreased on per-pound basis due to productivity gains, with zinc concentrator costs now included but offset by volume.
Calendar 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?
Show response
Jacob confirmed the low/negative TC/RCs reflect global copper concentrate scarcity, noting Chinese government restrictions on new smelter construction.
Can you provide an updated estimate for CAPEX and free cash flow expectations for 2024?
Show response
Jacob provided multi-year CAPEX forecast: $1.6B (2025), $2.4B (2026), $2.1B (2027), $2.5B (2028), $2.8B (2029).
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 | 4 | 0%none of 4 questions |
- SCCOSouthern Copper Corporation · 4 questions0%none of 4 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 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Demand1
- Pricing1
- Cost Pressure1
- Margin1
- Supply Chain1
- Macroeconomic1
- Capex Investment1
- Capital Allocation1