24/04/2026 16:33

Newmont (NEM) $155.59

NEM +0.72%: reported a very strong 1Q result, with earnings, cash flow and margins all beating expectations as the gold price rally continues to flow through the business.

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08/04/2026 14:58

Newmont Corp (NEM)

Newmont has extended its April recovery to ~30% after an 11th hour US-Iran ceasefire has reduced global inflation fears, allowing bonds to bounce, sending precious metals and respective stocks roaring higher.

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17/03/2026 09:21

Newmont Corp (NEM) $154.95

Newmont (NEM) delivered strong 4Q results, beating consensus on both earnings and free cash flow, though the market was disappointed by higher-than-expected 2026 cost guidance. Positively, the company introduced a clearer capital return framework, committing to return 100% of free cash flow if net cash exceeds $3bn, improving visibility around shareholder returns. Meanwhile, tensions remain with Barrick over the Nevada Gold Mines JV, with NEM issuing a notice of default relating to alleged mismanagement.

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03/03/2026 09:56

Active Growth Portfolio – Amendment

We are selling a stock in the Growth Portfolio today.

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03/03/2026 09:38

Newmont Corp (NEM) $187.22

We’ve highlighted Newmont (NEM), the world's largest gold producer, today as it’s a holding in the MM Active Growth Portfolio, but we could have overlayed most of the ASX gold sector similarly.

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20/02/2026 16:58

Newmont Corp (NEM) $167.60

NEM –4.91%: Posted a solid 4Q update, providing FY26 cost guidance that beat expectations, though commentary around softer production for the full year put a dampener on an otherwise decent result. 

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03/02/2026 09:29

Newmont Corp-CDI (NEM) $155.96

NEM was the main board's 2nd-worst-performing stock on Monday, courtesy of its dominant position in gold ETFs that saw big outflows; for example, it’s the largest holding in the VanEck Gold Miners ETF (GDX) with a 10.7% weighting. When markets are volatile, ETFs have a major influence on the underlying shares, selling into weakness and buying into strength.

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21/01/2026 09:43

Portfolio Amendments – Active Growth Portfolio

We are reducing equity exposure in the Growth Portfolio

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09/10/2025 09:17

Newmont Corp-CDI (NEM) $133.73

Newmont (NEM) remains inexpensive on a historical basis, with a +$150 price target easily justifiable with gold trading above $US4,000. A strong result in July pushed the stock to a three-year high, supported by a whopping quarterly free cash flow of US$1.7 billion.

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24/09/2025 09:08

Newmont Corp-CDI (NEM) $126.49

We recently took profit on our second foray this year into Evolution (EVN). We flagged the move over recent months, and when gold broke above $US3500, we took our money again with EVN having been a very profitable hunting ground for MM, as has the gold sector in general for most investors.

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