Emerson Vieira

Basic Materials

Limited coverage. Only 6 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

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

Challenge Trend

Q1 '25Q4 '25

Focus Areas8 topics

Capex Investment3Geographic Expansion2Supply Chain1Demand1Revenue Growth1Inventory1Pricing1Competitive Dynamics1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History6 questions

SCCOSouthern Copper Corporation3 quarters

2025 Q4

just trying to understand here the reason for the declining moly production for next year

Supply ChainDemandView in transcript →

When you expect an investment decision to be made for instance?

Capex InvestmentView in transcript →

Why the lower disbursement?

Capex InvestmentGeographic ExpansionView in transcript →

2025 Q2

I know you guys are expecting this project to come to Board approval by next year. So any update on that front would be very helpful

Capex InvestmentGeographic ExpansionView in transcript →

we saw a decline year-over-year, so sales lagging production by 7%. So I just wanted to understand if there was, I don't know, a front-loading effect

Revenue GrowthInventoryView in transcript →

2025 Q1

What percentage of your contracts are spot? And what is the average duration for the remaining ones?

PricingCompetitive DynamicsView in transcript →