31/08/2026 09:42

Chart of the Week: Newmont Corp (NEM US) US$127.98

Newmont is the largest listed gold producer in the world and for us it’s acting as an excellent roadmap for the sector, and miners in general. While consolidation of recent strong gains looks likely we’re still looking for the US$135bn giant to punch to new highs in the coming months.

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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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