Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Myles Allsop
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q4 (4 quarters).
- Questions
- 12on tracked calls
- Challenge rate
- 8%1 of 12 questions
- Companies
- 1questioned at least once
- Reporting periods
- 4with 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 12 of 12 questions from 1 company
SCCOSouthern Copper Corporation12 questions · 4 reporting periods · 1 of 12 challenging
Calendar 2025 Q4
what's the sense on the ground in terms of going full steam ahead with the project?
Show response
Community sentiment positive with 3,589 jobs created (exceeding initial 3,500 target). Now expects 5,000 at peak. $400M invested through works-for-taxes mechanism.
How -- what is the lead time for an SX-EW operation and what do you see as the key risks in terms of achieving the time line
Show response
Management targets May-June 2027 for testing, leveraging experience from 5 existing SX-EW operations. Company using newest available technology.
In terms of percentage of COMEX sales, has that changed meaningfully since last year?
Show response
Management continued to decline commenting on COMEX sales composition, maintaining commercial confidentiality.
has the atmosphere improved? Is it looking more probable we'll see investments in the mining industry in Mexico being announced during 2026?
Show response
Management noted improved relationship with Mexican government that should help project speed, but nothing specific to report yet.
Calendar 2025 Q3
Is it still the intention that you'd finance it along those routes?
Show response
Management indicated debt market financing is likely for Tia Maria, noting declining interest rates as favorable, but still evaluating options.
Do you have all the permits that you need to push ahead with the project?
Show response
CFO confirmed all construction/mining permits in hand. Final operations permit is routine. Ramp-up expected through 2027 starting mid-year.
which one do you think will be ready to FID first? And what needs to happen with each of them to get there?
Show response
Management prioritized Los Chancas next, then Michiquillay (results 'very encouraging'), then El Arco entering next decade.
Calendar 2025 Q2
should we assume something like 50,000 tons of production in 2027, or will it be less than that?
Show response
CFO declined to confirm a 2027 volume, saying estimates are under review pending the 2026 budget.
Could you just talk a little bit about CapEx because the spend in the first half was materially lower than what you've been guiding for the full year?
Show response
Management expects a H2 step-up, reaffirming roughly $1.6 billion full-year capex led by Tia Maria.
Calendar 2025 Q1
Is the delay in the financing for Tia Maria a reflection of the project or the market?
Show response
CFO attributed financing delay to market conditions rather than project issues, expressing confidence in Tia Maria's progress.
Could you give us a sense whether you'd be able to maintain production in 2026 and 2027 as well?
Show response
Management acknowledged possible small production dip in 2026 before Tia Maria contribution in 2027, targeting 1M+ tons by 2028.
Los Chancas, have you bought all the land that you need to buy?
Show response
Management confirmed most land acquired, coordinating with authorities to remove illegal miners, estimating 1-1.5 years to complete permitting if resolved.
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 | 12 | 8%1 of 12 questions |
- SCCOSouthern Copper Corporation · 12 questions8%1 of 12 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 Q1 | 3 | 0%none of 3 questions | 1 |
| 2025 Q2 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q3 | 3 | 0%none of 3 questions | 1 |
| 2025 Q4 | 4 | 0%none of 4 questions | 1 |
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 1 company
- 2025 Q22 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 1 company
- 2025 Q44 questions · challenge rate 0% (none of 4 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment10
- Regulation Policy4
- Geographic Expansion3
- Credit2
- Demand2
- Pricing1
- Competitive Dynamics1