What changed: r11 to r12
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 | 2026-09-24 | 2026-09-25 |
| /memory/bands/10d/p10 | -7.005 | -4.726 |
| /memory/bands/10d/p50 | 0.104 | 0.392 |
| /memory/bands/10d/p90 | 7.68 | 7.012 |
| /memory/bands/10d/p_up | 0.513 | 0.55 |
| /memory/bands/126d/n | 277 | 287 |
| /memory/bands/126d/p10 | -21.894 | -21.611 |
| /memory/bands/126d/p50 | 4.265 | 4.67 |
| /memory/bands/126d/p90 | 46.494 | 30.486 |
| /memory/bands/126d/p_up | 0.585 | 0.578 |
| /memory/bands/1d/p10 | -2.559 | -1.545 |
| /memory/bands/1d/p50 | 0.002 | 0.15 |
| /memory/bands/1d/p90 | 2.18 | 1.812 |
| /memory/bands/1d/p_up | 0.5 | 0.553 |
| /memory/bands/21d/n | 300 | 299 |
| /memory/bands/21d/p10 | -8.826 | -8.012 |
| /memory/bands/21d/p50 | 1.227 | 1.103 |
| /memory/bands/21d/p90 | 11.551 | 11.746 |
| /memory/bands/21d/p_up | 0.553 | 0.575 |
| /memory/bands/252d/n | 241 | 273 |
| /memory/bands/252d/p10 | -24.977 | -29.051 |
| /memory/bands/252d/p50 | 10.442 | 2.35 |
| /memory/bands/252d/p90 | 82.25 | 40.895 |
| /memory/bands/252d/p_up | 0.602 | 0.531 |
| /memory/bands/5d/p10 | -5.017 | -3.936 |
| /memory/bands/5d/p50 | 0.269 | 0.29 |
| /memory/bands/5d/p90 | 5.413 | 5.002 |
| /memory/bands/5d/p_up | 0.55 | 0.563 |
| /memory/bands/63d/n | 295 | 296 |
| /memory/bands/63d/p10 | -13.925 | -16.328 |
| /memory/bands/63d/p50 | 3.211 | 2.878 |
| /memory/bands/63d/p90 | 27.645 | 17.837 |
| /memory/bands/63d/p_up | 0.583 | 0.615 |
| /memory/state | up/below/off/stuck/ordinary/weak/some | up/below/off/stuck/ordinary/weak/alone |
| /meta/as_of | 2026-09-25 | 2026-09-26 |
| /meta/revision | 11 | 12 |