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Analyst

Tathiane Candini

JPMorgan · covers Basic Materials

Period: Reporting period mapped to calendar 2026 Q1.

Limited coverage. Only 2 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
2on tracked calls
Challenge rate
50%1 of 2 questionsLimited sample
Companies
1questioned 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 2 of 2 questions from 1 company

SCCOSouthern Copper Corporation2 questions · 1 reporting period · 1 of 2 challenging
SCCO company page →

Calendar 2026 Q1

how comfortable do you are that this is not going to happen in the future, that the government is going to

ChallengingRegulation PolicyCapex InvestmentTranscript · FY2026 Q1 →
Show response

CFO called the permit matter a bureaucratic situation resolved by the authorities, expressing confidence the project finishes without delays.

do you feel there is a space for higher CapEx on Tia Maria?

Capex InvestmentCost PressureTranscript · FY2026 Q1 →
Show response

CFO reaffirmed $1.8 billion of additional Tia Maria CapEx, with ~$900 million already in purchase orders, and expects the budget to hold.

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.

CompanyQuestionsChallenge rate
SCCO Southern Copper Corporation2—Rate withheld: fewer than 3 questions
  • SCCO
    Southern Copper Corporation · 2 questions
    —rate withheld: under 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2026 Q1250%1 of 2 questions1
  1. 2026 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company

Topics

Topics tagged on this analyst’s questions.

  • Capex Investment2
  • Regulation Policy1
  • Cost Pressure1