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Analyst
Emerson Vieira
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 4).
- Questions
- 8on tracked calls
- Challenge rate
- 13%1 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 · 1 of 8 challenging
Calendar 2026 Q2
if this is a risk for delaying the project. If I recall well, last quarter, it was mentioned start-up in the third quarter of 2027
Show response
Confirmed the El Pilar water license is renewed but would not confirm the desalination order was placed, saying only that no delay is currently expected.
There was a gap this quarter. Sales was a little bit below production. So just trying to understand if you guys expect
Show response
Expects better second-half volume as first-half in-process material becomes available for sale, while holding the 917,000 ton full-year figure.
Calendar 2025 Q4
just trying to understand here the reason for the declining moly production for next year
Show response
Lower moly production driven by entering lower ore-grade areas at operations. Management hopes to improve on the forecast.
When you expect an investment decision to be made for instance?
Show response
Cuajone expansion still in preparation phase, not yet submitted to Board. Management views it positively but needs more work.
Why the lower disbursement?
Show response
Lower 2026 Tia Maria cash outflow ($508M vs $900M) due to better payment terms on $800M committed purchase orders. No delay to timeline.
Calendar 2025 Q2
on Cuajone expansion. I know you guys are expecting this project to come to board approval by next year
Show response
Management said Cuajone remains attractive but water-sourcing concerns (dry tailings being tested) must be resolved before Board approval.
we saw a decline year-on-year so sales lag in production by 70%.
Show response
CFO attributed the sales-versus-production gap to Q1 drawdown of 2024 year-end copper inventories, not weaker demand.
Calendar 2025 Q1
What percentage of your contracts are spot? And what is the average duration for the remaining ones?
Show response
Management declined to comment on contract structure and COMEX renegotiation dynamics, citing ongoing commercial discussions.
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 | 13%1 of 8 questions |
- SCCOSouthern Copper Corporation · 8 questions13%1 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 |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | No questions recorded | — | — |
| 2025 Q4 | 3 | 0%none of 3 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 50%1 of 2 questions | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q3No questions recorded
- 2025 Q43 questions · challenge rate 0% (none of 3 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment4
- Inventory2
- Revenue Growth2
- Guidance Reliability1
- Supply Chain1
- Demand1
- Geographic Expansion1
- Pricing1
- Competitive Dynamics1