Tellvest

Companies Economy Pulse Mentions Returns Firms & Analysts Pricing About

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Descriptive analysis built from SEC filings and public earnings transcripts. Not investment advice.

Jon Brandt (HSBC) — Tellvest

Analysts/Jon Brandt

Jon Brandt

HSBC

Basic Materials

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

25%

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 Areas5 topics

Capital Allocation2Pricing2Trade Tariffs1Cost Pressure1Capex Investment1

Trends2 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History4 questions

SCCOSouthern Copper Corporation25% 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

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

PricingTrade TariffsView in transcript →

how are you thinking about investing in the Empalme smelter just given the low TC/RCs that we see in Asia?

Cost PressureCapex InvestmentView in transcript →