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Analyst
Liam Fitzpatrick
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 8on tracked calls
- Challenge rate
- 25%2 of 8 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 6with 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 8 of 8 questions from 1 company
FCXFreeport-McMoRan8 questions · 6 reporting periods · 2 of 8 challenging
Calendar 2026 Q2
what is the level of confidence in reaching this 300 million-pound run rate at the end of this year?
Show response
Confirmed roughly 200M lb/day currently, tracking to a 300 run rate by year-end via tactical execution, with additives and heated leach as the next phase.
Calendar 2025 Q4
is it possible that PB1S could be brought forward ahead of the mid-2027 start-up that you have?
Show response
Quirk said no plans to advance PB1S timeline. Mark Johnson noted PB1 North as an alternative if PB1C is abandoned, plus options for incremental Deep MLZ production at lower grade and expanded PB2/PB3 ramp-up.
Calendar 2025 Q3
the $4.1 billion for 2026, does that include all of the replacement and repair costs or the GDC?
Show response
Quirk confirmed all affected equipment assumed lost, with $250M placeholder within CapEx. No insurance recovery assumed in guidance. $700M insurance coverage available as potential upside.
First question is just on the restart plans and whether these are approved by the government
Show response
Quirk described highly collaborative government relationship, mine inspectors present since day one, some on investigation team. Government owns 51% through state-owned enterprise. Police investigation largely behind them.
Calendar 2025 Q2
Can you just outline what's holding you back at the moment in terms of increasing the pace of share repurchases?
Show response
Quirk explained 50% payout policy applied consistently. Remaining 50% earmarked for growth projects like Bagdad. Tripled US premium should provide more cash for returns going forward.
what level of confidence do you have or can you really have in that medium-term gold guidance?
Show response
Quirk expressed confidence in recalibrated model. Major mill maintenance completing Q3 will boost rates. Smelter startup enabling full integration by Q4.
Calendar 2025 Q1
Are you aiming to proactively extend the allowance to export concentrate beyond the midyear point?
Show response
Quirk confirmed sufficient export quota through September. Smelter ramp-up to 100% capacity over six months from May startup, full capacity in 2026.
Calendar 2024 Q4
Just around the approval of the approval to export concentrate from Indonesia, you said you hoped to receive it in Q1
Show response
Quirk confirmed Indonesian government support for continued exports and expects regulatory amendment in coming weeks.
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 |
|---|---|---|
| FCX Freeport-McMoRan | 8 | 25%2 of 8 questions |
- FCXFreeport-McMoRan · 8 questions25%2 of 8 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 | 1 | 0%none of 1 question | 1 |
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 2 | 100%2 of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 1 | 0%none of 1 question | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q22 questions · challenge rate 100% (2 of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q41 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q1No questions recorded
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Supply Chain5
- Regulation Policy3
- Revenue Growth2
- Innovation & R&D1
- Capex Investment1
- Cost Pressure1
- Capital Allocation1
- Credit1
- Guidance Reliability1