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Analyst
Matheus Moreira
Period: Reporting periods mapped to calendar 2025 Q4 – 2026 Q1 (2 quarters).
- Questions
- 4on tracked calls
- Challenge rate
- 25%1 of 4 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 4 of 4 questions from 1 company
SCCOSouthern Copper Corporation4 questions · 2 reporting periods · 1 of 4 challenging
Calendar 2026 Q1
your guidance for 2027 implies relatively flattish production levels. I'm just wondering how these two things are going to play out.
Show response
CFO expects Peruvian ore-grade recovery through the year but grade differences elsewhere keep 2027 roughly flat.
Do you have any visibility on the expected timeline for this, and when do you anticipate to conclude the detailed engineering studies for the project?
Show response
CFO has no timing for the government power interconnection; some SX-EW engineering results expected by year-end, not the full deposit.
Calendar 2025 Q4
demand in China appears to be deteriorating at a relatively fast pace, right? So just wanted to see how do you view these dynamics going forward?
Show response
Management acknowledged 320K ton deficit forecast. EV, AI, power centers offsetting China real estate weakness. Declined to forecast prices.
Should we expect the strategy to remain in place for 2026, especially considering these copper prices at these levels?
Show response
Zinc focus to continue in 2026 based on favorable ore grades and relative pricing. Two copper concentrators still running; only the swing concentrator is zinc-only.
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 | 4 | 25%1 of 4 questions |
- SCCOSouthern Copper Corporation · 4 questions25%1 of 4 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 |
|---|---|---|---|
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 50%1 of 2 questions | 1 |
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Guidance Reliability1
- Revenue Growth1
- Capex Investment1
- Regulation Policy1
- Macroeconomic1
- Demand1
- Competitive Dynamics1
- Pricing1