What changed: r10 to r11
Verified September conference remarks from a public recording; added one consolidated cost bridge and rebuilt all dependent earnings/cash/share scenarios. Added a reconciled H1 cash bridge, gross/net fleet investment and dated share roll-forward. Vantora economics stay unquantified. Pending evidence still prevents a full-review claim.
Retrieval clocks and internal hashes are excluded. Changed source or accounting definitions are not automatically an economic restatement. The authored reason describes the destination revision.
| Field | Before | After |
|---|---|---|
| /memory/as_of | 2026-09-23 | 2026-09-24 |
| /memory/bands/10d/p10 | -8.654 | -7.005 |
| /memory/bands/10d/p50 | 0.167 | 0.104 |
| /memory/bands/10d/p90 | 10.008 | 7.68 |
| /memory/bands/10d/p_up | 0.503 | 0.513 |
| /memory/bands/126d/n | 125 | 277 |
| /memory/bands/126d/p10 | -37.442 | -21.894 |
| /memory/bands/126d/p50 | 3.306 | 4.265 |
| /memory/bands/126d/p90 | 32.99 | 46.494 |
| /memory/bands/126d/p_up | 0.544 | 0.585 |
| /memory/bands/1d/p10 | -2.918 | -2.559 |
| /memory/bands/1d/p50 | -0.005 | 0.002 |
| /memory/bands/1d/p90 | 3.314 | 2.18 |
| /memory/bands/21d/n | 241 | 300 |
| /memory/bands/21d/p10 | -14.807 | -8.826 |
| /memory/bands/21d/p50 | 1.381 | 1.227 |
| /memory/bands/21d/p90 | 17.009 | 11.551 |
| /memory/bands/21d/p_up | 0.564 | 0.553 |
| /memory/bands/252d/n | 110 | 241 |
| /memory/bands/252d/p10 | -41.025 | -24.977 |
| /memory/bands/252d/p50 | 5.711 | 10.442 |
| /memory/bands/252d/p90 | 55.681 | 82.25 |
| /memory/bands/252d/p_up | 0.564 | 0.602 |
| /memory/bands/5d/p10 | -6.746 | -5.017 |
| /memory/bands/5d/p50 | 0.335 | 0.269 |
| /memory/bands/5d/p90 | 7.288 | 5.413 |
| /memory/bands/5d/p_up | 0.533 | 0.55 |
| /memory/bands/63d/n | 197 | 295 |
| /memory/bands/63d/p10 | -22.887 | -13.925 |
| /memory/bands/63d/p50 | 4.026 | 3.211 |
| /memory/bands/63d/p90 | 19.728 | 27.645 |
| /memory/bands/63d/p_up | 0.584 | 0.583 |
| /meta/as_of | 2026-09-24 | 2026-09-25 |
| /meta/revision | 10 | 11 |