Newmont
NewmontSpeculativehighHold New Leadership Team Takes the Wheel Just as the Gold Market Hits Its Stride Newmont (NYSE, ASX: NEM) the world’s largest gold producer, generated record free cash flow of US$7.3 billion in FY25 and followed that with another record US$3.1 billion in the 1Q26 alone, supported by rising gold prices and tighter cost controls. The […]
Newmont
NewmontSpeculativehighHold A Machine Running at Full Throttle Newmont delivered the most profitable quarter in its 105-year history in Q1. The stock has corrected almost 20% from the peak seen in January, as gold prices have retreated from that surge seen earlier in the year. At the time of writing, gold prices were trading at about […]
Newmont
NewmontSpeculativehighBuy A Slimmer Newmont in a Strong Market Newmont (ASX: NEM, NYSE: NEM) is working through a deliberate production dip while benefiting from a powerful gold price backdrop. Year-to-date, NEM has surged as bullion prices lifted above $4000oz, well above consensus estimates by most brokers and analysts. Despite gold production falling due to asset sales and planned changes at […]
Newmont
NewmontSpeculativehighBuy Another project pours first gold Newmont has achieved a key milestone at its Ahafo North Project in Ghana, delivering a first gold pour on September 19 and putting the mine on track for commercial production in the fourth quarter of 2025. The development follows the completion of major infrastructure and ore stockpiling since late […]
Newmont
NewmontSpeculativehighBuy Gold Rush Newmont used a roaring gold price to convert each extra dollar of sales into more earnings, while continuing to tidy its house, selling non-core mines, trimming sustaining capital where it can, and strengthening the balance sheet. Cost discipline was on display. If the price deck holds anything like current levels and our […]
Newmont
NewmontSpeculativehighBuy All That Glitters Is Newmont Newmont’s (ASX: NEM, NYSE: NEM) US shares rebounded after selling off sharply earlier in the week shrugging off a CFO exit and Suriname layoffs with a $470 million liquidity boost from savvy asset sales and a sharpened focus on Tier 1 gold production. With its balance sheet de-risked with […]
Newmont
NewmontSpeculativehighBuy Refining its Gold Game Newmont (ASX: NEM, NYSE: NEM) is tightening its strategic focus in 2025 with a leadership upgrade and disciplined asset rationalisation, reinforcing its position as the world’s top gold producer amid shifting market conditions. The company offloaded two early-stage Australian exploration assets to Inflection Resources, signalling its intent to concentrate on […]
Newmont
NewmontSpeculativehighBuy Golden Makeover With Newmont’s non-core asset sales complete, balance sheet significantly strengthened, and record first quarter free cash flow generation despite lower production volumes, the company is demonstrating that its portfolio transformation will benefit shareholders. Newmont has generated over $2.5 billion in after-tax cash proceeds from its non-core asset sale while focusing on its […]
Newmont (prev. Newcrest Mining)
Newmont (prev. Newcrest Mining)SpeculativehighBuy Striking Gold! Newmont (NEM) smashed expectations in 4Q24, with adjusted earnings of $1.40 per share beating forecasts as soaring gold prices and higher production fuelled a strong quarter. Gold output increased 9.2% to 1.9 million ounces, while prices surged 31.9% to $2,643 per ounce, boosting cash flow to a record $1.6 billion […]
Newmont (prev. Newcrest Mining)
Newmont (prev. Newcrest Mining)SpeculativehighBuy Ontario Mine For Sale Newmont (NEM) has inked an $850 million deal to sell its Musselwhite gold mine in Ontario to Orla Mining, marking a key step in Newmont’s strategy to divest non-core assets post its $17 billion Newcrest acquisition. The sale brings Newmont closer to its $2.9 billion target for 2024 gross […]
Newmont (prev. Newcrest Mining)
Newmont (prev. Newcrest Mining)SpeculativehighBuy Strong Result Despite Miss Newmont 3Q24 results reflect strong earnings despite missing consensus estimates. The result was driven by higher gold prices, with net income at $922 million on $4.6 billion in revenue. Gold production rose to 1.7 million ounces, but rising all-in sustaining costs, up 9% to $1,611 per ounce, […]
Newmont (prev. Newcrest Mining)
Newmont (prev. Newcrest Mining)SpeculativehighHold Newmont Hits $475M Sale Milestone in Divestiture Plan Newmont (NYSE.NEM, ASX.NEM) has sold its Telfer mine and 70% stake in the Havieron project to Greatland Gold for $475 million as part of its plan to offload non-core assets. The deal includes $207.5 million in cash, $167.5 million in Greatland shares, and […]
