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Analyst
Tingshuai Feng
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 4).
- Questions
- 8on tracked calls
- Challenge rate
- 0%none of 8 questionsLimited sample
- 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 8 of 8 questions from 1 company
SCCOSouthern Copper Corporation8 questions · 4 reporting periods · 0 of 8 challenging
Calendar 2026 Q2
the incoming administration has proposed distributing up to 40% of the mining canon directly to the residents
Show response
Declined to assess the proposed 40% mining canon distribution until the policy is formally deployed by the new administration.
you have provided a cash cost estimate of $1.16 per pound. Just would like to double confirm if it's after by-product
Show response
Clarified Tia Maria produces no by-products, so the $1.16 per pound cash cost is a standalone copper figure, subject to fuel and materials moves.
Calendar 2025 Q4
does the higher copper price make the project development like for Los Chancas easier or more challenging?
Show response
Management acknowledged higher prices incentivize illegal miners but emphasized all projects evaluated at conservative long-term prices. Government taking action.
is it possible to boost your growth plan with the extra cash? Or is it more likely for you to increase the portion of cash dividend
Show response
CFO deferred dividend decisions to Board but noted cash portion has been increasing with results. Organic growth plans unchanged.
Calendar 2025 Q3
LPR is still expected to start production in 2028. While the project is not mentioned in the latest quarterly press release
Show response
Management acknowledged limited progress on El Pilar leaching recovery. No major update, which explains its omission from the press release.
any further extension of the scheme will have any impact on your development plan at Los Chancas
Show response
Management said REINFO extension is a non-issue as no permit holders are on Los Chancas premises. Believes Congress will not extend illegal mining permits.
Calendar 2025 Q1
how much flexibility do you have at this moment for you to sell more copper concentrate instead of refined copper
Show response
Management explained contracts lock in 70%+ as refined copper, and smelter economics remain competitive even with favorable TC/RC for concentrate sellers.
how much does Tia Maria's construction are currently in this CapEx
Show response
CFO gave detailed Tia Maria CapEx breakdown by year and total company CapEx forecast through 2028.
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 | 8 | 0%none of 8 questions |
- SCCOSouthern Copper Corporation · 8 questions0%none 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 |
|---|---|---|---|
| 2025 Q1 | 2 | 0%none of 2 questions | 1 |
| 2025 Q2 | No questions recorded | — | — |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | No questions recorded | — | — |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q2No questions recorded
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q1No questions recorded
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Capex Investment6
- Regulation Policy3
- Macroeconomic1
- Cost Pressure1
- Capital Allocation1
- Geographic Expansion1
- Competitive Dynamics1
- Pricing1