29/09/2026 09:27

Northern Star Resources Ltd (ASX: NST) $23.47

A fortnight ago Gold Fields Limited (JSE: GFI, NYSE: GFI) made a bid for Northern Star Resources Limited (ASX: NST); the news of the takeover crossed the Bloomberg screens on Sunday and was released to the market on Monday morning. Basically, the first time we heard of it, Northern Star's board had already unanimously rejected the bid! The breakdown of the offer was as follows.

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20/08/2026 16:46

Northern Star (ASX: NST) $23.94

NST +6.21%: produced another strong year of earnings growth as elevated gold prices flowed through to the bottom line, with the share price move today helped by a solid uptick in bullion prices overnight. Revenue was bang in line with consensus, but FY27 will be less about the gold price and more about execution at the new processing plant. 

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03/06/2026 09:29

Northern Star Resources (ASX: NST) $21.03

We had planned to take a closer look at our position in Evolution Mining (EVN) this morning, particularly why it has underperformed Newmont (NEM) by around 10% over the past three months. That underperformance raises an important question: are we positioned in the right gold stock to benefit from a potential recovery in the precious metal over the next 12 months?

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17/03/2026 09:22

Northern Star Resources Ltd (NST) $20.58

NST, Australia’s largest gold miner, has been hit hard this month after flagging softer-than-expected March quarter production, driven by milling issues at the Kalgoorlie Super Pit (KCGM) and weaker mining productivity, particularly at Jundee. The company reported Jan–Feb gold sales of ~220koz, but operational challenges have weighed on output, with throughput at KCGM running close to practical limits, making it difficult to maintain consistent production levels. Disappointingly, NST had already cut FY25 production guidance in January, reflecting these pressures.

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13/03/2026 16:57

Northern Star Resources (NST) $21.75

NST -18.75%: was hit hard today after they flagged softer-than-expected production through the March quarter, highlighting a combination of milling issues at Kalgoorlie and lower mining productivity at some operations. While the update points to ongoing operational challenges in the near term, we think the broader investment case is still okay given the strength in the gold price and the company’s medium-term growth pipeline.

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12/03/2026 09:06

Northern Star Resources Ltd (NST) $26.75

Gold stocks slipped ~2% overnight even with the precious metal holding around $US5,200. There still appear to be selling into strength, from crowded longs, although at MM we are still keen buyers into weakness if it materialises as we anticipate.

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21/08/2025 18:03

Northern Star (NST) $18.31

NST +0.49%: Reported an in-line FY25 result with a higher dividend. 

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07/07/2025 16:30

Northern Star Resources (NST) $16.80

NST –8.65%%: FY26 guidance and Q4 production numbers came in slightly below consensus while cost guidance was revised higher with All-in Sustaining Costs (AISC) ~5% above expectations. 

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30/04/2025 09:39

Northern Star Resources Ltd (NST) $19.88

NST caught our attention yesterday as it tumbled 4.7% in a strong market, making it the worst-performing ASX200 name on the day. This major gold producer has made the news on a couple of occasions in recent months:

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14/03/2025 09:27

Northern Star Resources Ltd (NST) $17.39

NST's quarterly numbers in January weren’t as well received as EVN’s, and the ~$20bn miner has struggled to maintain upside momentum. However, the miner is well-positioned in the medium term if gold continues to advance, assuming its purchase of De Grey Mining (DEG) for $5bn goes ahead.

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