| FSLR_9bffcccb | shortly thereafter the Section 232 outcome | 2026-09-01 | 2026-12-31 | First Solar's decision on the long-term operating profile and utilization of 1.8 GW of fully finished international capacity in Southeast Asia, following the Section 232 outcome. | This decision will impact First Solar's international production strategy, underutilization costs, and ability to optimize global supply chains and tariffs in light of the new Section 232 measures. | Ticker | 2026-07-30 | earnings_transcript | FSLR (ticker) |
| FSLR_7dfc6788 | ongoing / during 2026 (management will be patient) | 2026-01-01 | 2026-12-31 | Re-booking (or failure to re-book) of the large vacated BP/Lightsource contract volume (~6.6 GW) at targeted ASPs (~$0.36/W) or lower. | Re-booking the vacated volume at ~$0.35–$0.36/W would validate pricing power, replenish high-value backlog and support revenue and margin targets; failure to re-book or re-booking at materially lower ASPs would pressure revenue, utilization and margins and raise debooking/counterparty risk concerns. | Ticker | 2026-02-24 | earnings_transcript | FSLR (ticker) |
| GLEN.LSE_f1747fc9 | October 2026 listing | 2026-10-01 | 2026-10-31 | Secondary listing of Glencore plc on the Australian Stock Exchange (ASX). | This listing aims to access deep pools of Australian capital, potentially leading to ASX 200/100 inclusion and a multiple re-rate or uplift for Glencore's stock. | Ticker | 2026-08-05 | earnings_transcript | GLEN.LSE (ticker) |
| GLEN.LSE_9da4a341 | in the coming weeks | 2026-09-02 | 2026-10-31 | Submission of the environmental permit application for the MARA copper project in Argentina. | This is a crucial step for the MARA project, as its submission removes restrictions for the RIGI award, advancing a key copper growth initiative. | Ticker | 2026-08-05 | earnings_transcript | GLEN.LSE (ticker) |
| GLEN.LSE_77f600bc | We've yet to receive a proposal from Anglo. | 2026-02-27 | 2026-12-31 | Anglo American (or AngloTeck) presenting a formal proposal for collaboration or integration of QB2 with Glencore's Collahuasi operation. | Could unlock significant synergies and accelerate copper production growth at Collahuasi, impacting Glencore's copper output and cost profile. | Ticker | 2026-02-18 | earnings_transcript | GLEN.LSE (ticker) |
| GLEN.LSE_47b6b453 | moving along nicely, and that will be a nice project once we get that fully approved. | 2026-02-27 | 2027-02-27 | Obtaining the final 2-3 permits required for the first phase of the NewRange copper project in Minnesota. | Unlocks a large copper resource with lower capital intensity and quicker time to market, contributing to Glencore's future copper production growth. | Ticker | 2026-02-18 | earnings_transcript | GLEN.LSE (ticker) |
| GLEN.LSE_39dcddfb | still early days. It's a non-binding MOU, but work has already started on that. | 2026-02-27 | 2027-02-27 | Progression of the non-binding MOU with U.S. government-backed Orion, CMC into a binding agreement for investment in Glencore's DRC copper/cobalt assets (KCC and MUMI). | Could de-risk operations, bring significant investment, and boost valuation and investor sentiment for Glencore's critical minerals assets in the DRC. | Ticker | 2026-02-18 | earnings_transcript | GLEN.LSE (ticker) |
| GLEN.LSE_72d1c272 | in 2026 | 2026-02-27 | 2026-12-31 | Reversal of the working capital inflow experienced in Q4 2025. | Could lead to a working capital outflow in 2026, impacting free cash flow and potentially delaying deleveraging or shareholder returns. | Ticker | 2026-02-18 | earnings_transcript | GLEN.LSE (ticker) |
| SGM.AU_4aee8ca0 | full run rate sometime in fiscal year '27 | 2026-07-01 | 2027-06-30 | Target to grow the Ireland site and wider SLS network to an eventual repurposing capacity of ~1 million units p.a. (skewed to DDR4) at full run rate in FY27. | Reaching full run rate is a key scaling milestone for SLS that would materially increase group high‑margin revenue and validate the AI-driven growth thesis (bull: achieving ~1m units p.a. materially upsells SLS contribution and justifies a higher valuation multiple; bear: missing the target implies slower long‑term growth and weakens SLS' role as a diversification engine). | Ticker | 2026-02-16 | earnings_transcript | SGM.AU (ticker) |
| SGM.AU_aa140104 | yard management software we hope to take live later this year | 2026-07-01 | 2026-12-31 | Go‑live of new yard management software (part of SAP stabilisation/yard management roll‑out) intended to improve operational efficiency and inventory control. | Successful deployment should reduce operating costs, improve working capital and support throughput (bull: on‑time delivery boosts margins and cash conversion; bear: delayed or problematic implementation increases costs, disrupts operations and impairs working capital benefits). | Ticker | 2026-02-16 | earnings_transcript | SGM.AU (ticker) |
| SGM.AU_3aaeb2da | continuing work on the recovery of the U.K. metal receivable | 2026-02-16 | 2028-02-16 | Ongoing recovery/collection process for the residual U.K. metal receivable related to the Unimetals counterparty collapse (management increased expected credit loss by GBP30m). | Resolution (collection or further write‑downs) would materially affect cash, provisioning and net debt; a favorable recovery reduces impairments and improves liquidity (bull: material collection or partial reversal of provisions improves balance sheet); an adverse outcome (further write‑downs) would worsen gearing and investor confidence (bear). | Ticker | 2026-02-16 | earnings_transcript | SGM.AU (ticker) |
| SGM.AU_aa69e058 | frees up the sale of all our land in Houston (post Tri‑Coastal acquisition) | 2026-02-16 | 2027-02-16 | Realisation of proceeds from sales of Houston land holdings (including Mayo Shell) unlocked by the Tri‑Coastal acquisition, management estimating in excess of USD100m. | Proceeds would materially deleverage the balance sheet and fund growth/CapEx; if achieved on forecast timelines it supports credit metrics and strategic flexibility (bull: >USD100m proceeds reduce net debt and fund expansion); if sales are delayed or below expectations, gearing and funding plans may be constrained (bear). | Ticker | 2026-02-16 | earnings_transcript | SGM.AU (ticker) |
| UMI.BR_c828f55c | in 2026 | 2026-01-01 | 2026-12-31 | Umicore's decision on whether to proceed with the expansion of its precious metals recycling business in Hoboken. | A positive decision would signal growth and increased capacity in a high-margin segment, potentially boosting future earnings and investor confidence. A negative decision could indicate a more cautious outlook or capital reallocation. | Ticker | 2026-02-20 | earnings_transcript | UMI.BR (ticker) |
| UMI.BR_669fa90e | looking at '29, 2030 | 2026-02-25 | 2028-12-31 | Umicore's success in securing long-term hedges for precious group metals (PGMs) for the 2029-2030 period. | Successful hedging would provide greater visibility and stability to future earnings in the Recycling segment, mitigating exposure to volatile PGM prices. Failure to secure favorable hedges could expose the company to significant price risk. | Ticker | 2026-02-20 | earnings_transcript | UMI.BR (ticker) |
| UMI.BR_5c4fce18 | in 2026 | 2026-01-01 | 2026-12-31 | The trajectory of Precious Group Metal (PGM) prices (Platinum, Palladium, Rhodium) and other minor metals throughout 2026. | A sustained favorable PGM price environment would support the Recycling segment's earnings, helping to offset the impact of rolling off older, more favorable hedges. A decline in prices could negatively impact profitability. | Theme | 2026-02-20 | earnings_transcript | UMI.BR (ticker) |
| FSLR_c536b729 | Effective December 4, 2026 | 2026-12-04 | 2026-12-04 | Implementation of Section 232 polysilicon tariffs and minimum import prices by the US government. | This action imposes new tariffs and minimum import prices on polysilicon and its derivatives, significantly impacting the competitive landscape for solar manufacturers and potentially favoring domestic production. | Theme | 2026-07-30 | earnings_transcript | FSLR (ticker) |
| FSLR_8a86e36d | begin CURE production on our first Series 7 line in India in early 2027 | 2027-01-01 | 2027-03-31 | Start of CURE (CuRe) production on First Solar's first Series 7 line in India (management intent to begin in early 2027). | CURE production in India would improve the energy profile and pricing power of India-sold modules and expand the company's high-volume CURE footprint; delays would push expected adjuster recognition (majority of adjuster value in 2027–2028) and hurt margin expansion plans. | Ticker | 2026-02-24 | earnings_transcript | FSLR (ticker) |
| FSLR_f72a04e8 | operational readiness in early 2027 | 2027-01-01 | 2027-03-31 | Perovskite Series 6 module form-factor pilot line reaching operational readiness (management initiated sourcing in late 2025 and expects operational readiness in early 2027). | Pilot-line readiness is a material step in the lab-to-fab path for next-generation perovskite thin film modules; successful pilot operations would de-risk long-term efficiency/cost upside and optionality for new markets, while setbacks would postpone potential transformational product timelines and R&D returns. | Ticker | 2026-02-24 | earnings_transcript | FSLR (ticker) |
| SGM.AU_0d1dd694 | by 2027, maybe 2028, exports could reduce to under 20% | 2027-01-01 | 2028-12-31 | Projected increase in local EAF capacity in Australia/New Zealand that could reduce scrap exports to under ~20% by 2027–2028, materially changing ANZ scrap demand dynamics. | If domestic EAF demand materializes and exports fall, ANZ ferrous scrap prices could strengthen and de‑link from Chinese export pressure (bull: stronger domestic demand raises ANZ margins and local pricing; bear: if EAF build‑out is delayed or Chinese exports persist, ANZ margins remain depressed). | Theme | 2026-02-16 | earnings_transcript | SGM.AU (ticker) |
| FSLR_59cb928c | If the ITC institutes an investigation, the matter would be decided in approximately 18 months | 2027-08-24 | 2027-08-24 | U.S. International Trade Commission (ITC) outcome on First Solar's Section 337 petition alleging TOPCon patent infringement (possible institution, investigation and final decision including exclusion/cease-and-desist orders). | A successful ITC outcome (exclusion or limited exclusion order) could block importation/sale of infringing TOPCon products, materially reducing competition and supporting FSLR pricing and market share; an adverse or no-institution outcome would weaken IP enforcement as a moat and be bearish for FSLR's competitive positioning. | Ticker | 2026-02-24 | earnings_transcript | FSLR (ticker) |
