| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | September 8, 2026 | - | - | 1 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | Approximately $45 million FY2026 capex $32 million spent through nine months |
| Q3'26 | Pending | At least $25 million annualized synergies within 18 months of May 28 close Estimate raised above $30 million; contribution starts in Q4 |
| Q3'26 | Pending | Peru exportable production of 120-130 million pounds Unchanged; 53 million pounds sold through Q3 |
| Q3'26 | Pending | Second-half adjusted EBITDA of $84-88 million Reaffirmed; Q3 contributes $32.4 million |
| Q3'26 | Exceeded | Q3 adjusted EBITDA of $28-32 million Actual $32.4 million |
Get free previews of our earnings-call research: the key changes, management scores, and questions worth investigating. Subscribe for full call sheets and deeper analysis.
Subscriptions are managed by Substack. If the form does not load, subscribe directly. Or follow the RSS feed.