Newmont Corp
I'd be interested to hear your latest/updated thoughts on NEM please? In July MM comments were how 'markets hate misses' but 'all bad news seems to be built in'. An update last month indicated there could be some consolidation to be expected before pushing higher. However NEM is back at it (missing guidance) again given back the last 4 months of great gains. Is this beast that can't change its habit of a decade and should be dropped until management can do better? Are investors over it having given it one last chance, has there been an overreaction based on previous experience, or something else? Lastly, with ex-dividend approaching is this a good time to 'pull the pin'?
