What changed: r9 to r10
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 | 2026-09-22 | 2026-09-23 |
| /memory/bands/10d/p10 | -8.86 | -8.654 |
| /memory/bands/10d/p50 | -0.499 | 0.167 |
| /memory/bands/10d/p90 | 9.459 | 10.008 |
| /memory/bands/10d/p_up | 0.473 | 0.503 |
| /memory/bands/126d/n | 184 | 125 |
| /memory/bands/126d/p10 | -38.368 | -37.442 |
| /memory/bands/126d/p50 | -2.476 | 3.306 |
| /memory/bands/126d/p90 | 36.396 | 32.99 |
| /memory/bands/126d/p_up | 0.446 | 0.544 |
| /memory/bands/1d/p10 | -2.638 | -2.918 |
| /memory/bands/1d/p50 | -0.186 | -0.005 |
| /memory/bands/1d/p90 | 3.489 | 3.314 |
| /memory/bands/1d/p_up | 0.473 | 0.5 |
| /memory/bands/21d/n | 252 | 241 |
| /memory/bands/21d/p10 | -13.251 | -14.807 |
| /memory/bands/21d/p50 | 0.615 | 1.381 |
| /memory/bands/21d/p90 | 16.321 | 17.009 |
| /memory/bands/21d/p_up | 0.508 | 0.564 |
| /memory/bands/252d/n | 163 | 110 |
| /memory/bands/252d/p10 | -48.637 | -41.025 |
| /memory/bands/252d/p50 | 0.204 | 5.711 |
| /memory/bands/252d/p90 | 56.669 | 55.681 |
| /memory/bands/252d/p_up | 0.509 | 0.564 |
| /memory/bands/5d/p10 | -5.289 | -6.746 |
| /memory/bands/5d/p50 | -0.026 | 0.335 |
| /memory/bands/5d/p90 | 6.261 | 7.288 |
| /memory/bands/5d/p_up | 0.49 | 0.533 |
| /memory/bands/63d/n | 228 | 197 |
| /memory/bands/63d/p10 | -30.827 | -22.887 |
| /memory/bands/63d/p50 | -1.421 | 4.026 |
| /memory/bands/63d/p90 | 27.74 | 19.728 |
| /memory/bands/63d/p_up | 0.482 | 0.584 |
| /memory/state | up/below/off/stuck/quiet/mid/some | up/below/off/stuck/ordinary/weak/some |
| /meta/as_of | 2026-09-23 | 2026-09-24 |
| /meta/revision | 9 | 10 |