Dave Feng

Basic Materials

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

1

Companies

2

Questions

0%

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

Focus Areas4 topics

Cost Pressure1Margin1Capital Allocation1Capex Investment1

Question History2 questions

SCCOSouthern Copper Corporation1 quarter

2024 Q4

do we know if the increase is mainly because of the maintenance works at Toquepala, or what are the other reasons behind?

Cost PressureMarginView in transcript →

shall we expect your CAPEX will accelerate soon in the next few quarters, or would there be any other use for the excess cash position

Capital AllocationCapex InvestmentView in transcript →