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Analyst
Juraj Domic
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q1 (2 quarters).
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 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 3 of 3 questions from 1 company
SCCOSouthern Copper Corporation3 questions · 2 reporting periods · 0 of 3 challenging
Calendar 2025 Q1
how have been demand so far in the second quarter. Have you seen any variability or weakness in any of the markets?
Show response
Management expressed positive demand outlook citing energy transition and AI driving copper consumption, with trade war as only concern.
Calendar 2024 Q4
if you could confirm us that the maintenance activities have finished in Toquepala, and if we should not expect any impact in 2025?
Show response
Jacob confirmed biennial maintenance completed in November, with 2025 benefiting from full-year operation at full speed.
have your comments on the recent announcements on copper tariffs in the U.S.
Show response
Jacob systematically quantified tariff exposure at 10% of Mexican sales, with 1.5pp absorbed by customers and 8.5pp redirectable to other markets. Emphasized copper deficit means U.S. still needs imports.
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 | 3 | 0%none of 3 questions |
- SCCOSouthern Copper Corporation · 3 questions0%none of 3 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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Macroeconomic2
- Demand1
- Cost Pressure1
- Trade Tariffs1