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01/11 00:48
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Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
The earnings call reveals several challenges: supply chain issues, economic softness, and operational setbacks at Kennecott. Despite modest financial improvements, the lack of clear guidance and unresolved geotechnical issues at Kennecott raise concerns. The Q&A further highlights management's avoidance of specifics, particularly on Kennecott and Simandou, adding to investor uncertainty. While the dividend policy remains consistent, the negative impact of iron ore EBITDA and unclear management responses contribute to a negative sentiment, likely resulting in a stock price decline of -2% to -8% over the next two weeks.
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