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Analyst
Jon Brandt
Period: Reporting periods mapped to calendar 2025 Q2 – 2025 Q3 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 25%1 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 · 1 of 4 challenging
Calendar 2025 Q3
has the Board given you any rationale for why they're continuing the stock dividend?
Show response
CFO explained $0.90 cash is the maximum payout; stock dividend from treasury shares (72M remaining) provides additional shareholder liquidity.
If you've given any thought to potentially hedging, even if not copper, maybe some of the byproducts like silver and molybdenum
Show response
No current hedging plans, though management referenced successful zero-cost collar during Toquepala expansion as precedent.
Calendar 2025 Q2
how much of the COMEX premium are you realizing? What percentage of your sales are derived on COMEX?
Show response
Management declined to disclose COMEX exposure or sales composition, calling it confidential, and noted no tariff currently applies to US sales.
how are you thinking about investing in the Empalme smelter just given the low TC/RCs that we see in Asia?
Show response
CFO said low-to-negative TC/RCs make a new smelter uneconomic today, but strategic optionality in the Americas keeps it under evaluation.
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 | 25%1 of 4 questions |
- SCCOSouthern Copper Corporation · 4 questions25%1 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 |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 50%1 of 2 questions | 1 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation2
- Pricing2
- Trade Tariffs1
- Cost Pressure1
- Capex Investment1