Jon Brandt

Basic Materials

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

20%

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

Challenge Trend

Q2 '25Q3 '25

Focus Areas6 topics

Pricing3Capital Allocation2Cost Pressure1Margin1Competitive Dynamics1Revenue Growth1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History

5 questions

SCCOSouthern Copper Corporation20% challenging2 quarters

2025 Q3

has the Board given you any rationale for why they're continuing the stock dividend?

ChallengingCapital AllocationView in transcript →

If you've given any thought to potentially hedging, even if not copper, maybe some of the byproducts like silver and molybdenum

PricingCapital AllocationView in transcript →

2025 Q2

what the expectation is maybe before byproduct credits over the next rest of this year and next year?

Cost PressureMarginView in transcript →

how much of the COMEX premium are you realizing? What percentage of your sales are derived on COMEX?

PricingCompetitive DynamicsView in transcript →

is it fair to say that you were receiving the COMEX premium this quarter based on your current contracts?

PricingRevenue GrowthView in transcript →