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Analyst
Lucas Pipes
Period: Reporting period mapped to calendar 2024 Q3.
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with 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 2 companies
IRENIREN Limited2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2024 Q3
on Sweetwater and how you think about the strategic process versus the organic opportunity at the site
Show response
Management said it is pursuing Bitcoin mining and AI colocation pathways at Sweetwater in parallel, comparing each as an opportunity cost.
Should we kind of think of that 30 million per exahash in a linear fashion up to 50?
Show response
Management declined a specific figure but indicated roughly $400 million is needed to go from 30 to 50 exahash after about $200 million raised.
APLDApplied Digital Corp.1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q3
has that exclusivity period expired? Or has it been renewed? Or -- are we still operating under that exclusivity?
Show response
Direct: exclusivity expired and was intentionally not renewed, as both parties saw no reason to extend it while finalizing the lease document.
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 |
|---|---|---|
| IREN IREN Limited | 2 | —Rate withheld: fewer than 3 questions |
| APLD Applied Digital Corp. | 1 | —Rate withheld: fewer than 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 Q3 | 3 | 0%none of 3 questions | 2 |
- 2024 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Capex Investment3
- Capital Allocation2
- Guidance Reliability1