Research revision history
Published versions are immutable. Source dates and review dates remain separate. Follow updates with Atom.
| Revision | Published | Reason and evidence |
|---|---|---|
| 12 | 2026-09-26T11:16:24.472147+00:00 | 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. JSON | CSV | What changed | Forecast versus results |
| 11 | 2026-09-25T11:16:18.572258+00:00 | 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. JSON | CSV | What changed | Forecast versus results |
| 10 | 2026-09-24T11:16:49.841577+00:00 | 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. JSON | CSV | What changed | Forecast versus results |
| 9 | 2026-09-23T11:16:21.295356+00:00 | 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. JSON | CSV | What changed | Forecast versus results |
| 8 | 2026-09-22T11:16:26.485441+00:00 | 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. JSON | CSV | What changed | Forecast versus results |
| 7 | 2026-09-20T23:30:38.239739+00:00 | 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. JSON | CSV | What changed | Forecast versus results |
| 6 | 2026-09-19T16:41:07.325537+00:00 | First segment model and durable company thesis; the earlier event note remains a dated note. JSON | CSV | What changed | Forecast versus results |
| 5 | 2026-09-19T00:38:16.696612+00:00 | No authored change reason recorded. JSON | CSV | What changed | Forecast versus results |
| 4 | 2026-09-18T20:56:52.027718+00:00 | No authored change reason recorded. JSON | CSV | What changed | Forecast versus results |
| 3 | 2026-09-18T17:15:59.482427+00:00 | No authored change reason recorded. JSON | CSV | What changed | Forecast versus results |
| 2 | 2026-09-18T03:13:58.858574+00:00 | No authored change reason recorded. JSON | CSV | What changed | Forecast versus results |
| 1 | 2026-09-18T01:12:20.321679+00:00 | No authored change reason recorded. JSON | CSV | Forecast versus results |