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17:30
Jul 23 ◎

NEM FY2026 Q2 Watch

Newmont Corporation (NEM) FY2026 Q2 Earnings Call

NEM B ▾

Brian Tabolt

Management expresses confidence in achieving full-year guidance, with strong free cash flow, disciplined capital allocation, and a positive outlook for production and costs in H2.

"Newmont delivered strong financial results supported by stable operations, disciplined cost management, and continued execution across the portfolio."

NEM WATCH

Natascha Viljoen

Ongoing JV dispute with Barrick over Nevada Gold Mines management and proposed IPO; unresolved issues may lead to enforcement of legal rights, creating uncertainty for the JV's performance.

"I want to specifically refer to our notice of default as well as our overall efforts to protect the rights and value of the Newmont shareholders. We have actively engaged with Barrick over the last few months to find mutually acceptable"

B WATCH

HIGH

17:30
Apr 23 ◎

NEM FY2026 Q1 Watch

Newmont Corporation (NEM) FY2026 Q1 Earnings Call

NEM B SOLG GLR ▾

Natasha Fulhoun

Management is confident in achieving full-year guidance despite Q1 operational headwinds (earthquake, weather) and cost pressures, signaling resilient portfolio and strong cost discipline.

"We remain on track to achieve our 2026 guidance, supported by solid operational and financial performance in the first quarter"

NEM WATCH

Natasha Fulhoun

Newmont and Barrick are working through a notice of default on their NGM joint venture; resolution timeline and potential remedies remain uncertain, which could affect Barrick's operations and asset control.

"we continue to engage constructively with our Nevada Gold Mines joint venture partner, with a clear focus on improving the performance of our shared assets"

B WATCH

Natasha Fulhoun

Newmont has exited its equity stake in SolGold, realizing cash proceeds; no ongoing relationship.

"we also received approximately $321 million in after-tax proceeds from the sale of equity investments in Solgold and Greatland Resources"

SOLG WATCH

Natasha Fulhoun

Newmont has exited its equity stake in Greatland Resources, realizing cash proceeds; no ongoing relationship.

"we also received approximately $321 million in after-tax proceeds from the sale of equity investments in Solgold and Greatland Resources"

GLR WATCH

HIGH

17:30
Feb 19 ◎

NEM FY2025 Q4 Watch

Newmont Corporation (NEM) FY2025 Q4 Earnings Call

NEM B ▾

Natasha Paul-Yoon

Management expressed confidence in execution, cost discipline, and a trough-year 2026 with clear growth drivers from 2027, supporting a positive stance on Newmont's outlook.

"we achieved our full year guidance, improved our operational performance, and strengthened our financial position, reflecting disciplined execution across the business."

NEM WATCH

Natasha Paul-Yoon

Newmont issued a notice of default to its Barrick JV partner over Nevada Gold Mines operational performance, which may force restructuring or governance changes. — Resolving the default could alter production sharing or even lead to a buyout, materially impacting Barrick's portfolio and Newmont's exposure.

"we have issued a notice of default to our joint venture partner related to operational performance and management of Nevada gold mines."

B WATCH

HIGH

17:30
Oct 23 ◎

NEM FY2025 Q3 Watch

Newmont Corporation (NEM) FY2025 Q3 Earnings Call

NEM B ▾

Natasha Poh Yun

Management expressed confidence in meeting 2025 guidance and highlighted record free cash flow while noting 2026 production will be at the lower end of the range due to mine sequencing, but cost savings should offset headwinds.

"we are firmly on track to achieve the improved 2025 guidance that I outlined earlier"

NEM WATCH

Natasha Poh Yun

Newmont has a joint venture option with Barrick on the Four Mile project and is awaiting a feasibility study before committing capital.

"we are waiting for Barrick to give us more information so that we can make an informed decision"

B WATCH

HIGH

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