智通财经APP获悉，周三，黄金板块走高，现货黄金突破3560美元，继续刷新历史新高。截至发稿，哈 莫尼黄金(HMY.US)涨超7%，皇家黄金(RGLD.US)涨0.34%，科尔黛伦矿业(CDE.US)涨超3%，New Gold(NGD.US)涨超1%，DRDGOLD(DRD.US)涨超5%，金罗斯黄金(KGC.US)涨超2%。根据Crescat Capital合伙人兼宏观策略师Tavi Costa汇编并发布在X上的数据，在金价创下新纪录之际，外国央行的黄 金持有量自1996年以来首次超过美国国债。 ...

智通财经APP获悉，周二，黄金板块逆市走高，截至发稿，哈莫尼黄金(HMY.US)涨超6%，皇家黄金 (RGLD.US)涨超2%，科尔黛伦矿业(CDE.US)涨超2%，New Gold(NGD.US)涨超1.9%， DRDGOLD(DRD.US)涨超4.5%，金罗斯黄金(KGC.US)涨超3%。消息面上，现货黄金今日盘中涨破3500 美元关口，创历史新高。与此同时，白银价格也飙升至每盎司40.86美元的十四年高位。 ...

Key Takeaways Gold prices hit a new high, topping the April peak and extending gains for six sessions.Rate-cut bets, a weaker dollar and Fed tensions are fueling gold's safe-haven appeal.AEM, IDR, HMY and GFI are key stock picks to ride gold's powerful surge.Gold hit a fresh all-time high as investors flocked to safe-haven assets, with spot prices crossing $3,500 an ounce. According to CNBC, spot gold price reached $3,508.50/ounce early today, topping the previous peak reached in April. The earlier rally wa ...

Key Takeaways Harmony Gold's AISC rose 20% in fiscal 2025 to $1,806 per ounce, driven by higher labor and electricity costs.Electricity and water expenses climbed 16% in fiscal 2025 as Eskom tariffs rose.HMY trades at a steep discount to the industry, with 2026 EPS estimates trending higher in 60 days.Harmony Gold Mining Co. Ltd. (HMY) saw a roughly 20% surge in all-in-sustaining costs (AISC) to $1,806 per ounce (oz) in the fiscal 2025 (ended June 30, 2025). Total cash operating costs also climbed 19% year ...

Key Takeaways Harmony Gold's FY25 adjusted EPS rose 30% as revenues climbed 24% year over year.Production slipped 5% while operating and all-in-sustaining costs rose nearly 20%.Cash surged 186% to $738M, with free cash flow up 58% and debt rising 9% in FY25.Harmony Gold Mining Company Limited (HMY) reported adjusted earnings of $1.29 per share in fiscal 2025 (ended June 30, 2025), up 30% from adjusted earnings of 99 cents recorded a year ago.In fiscal 2025, revenues rose 24% year over year to $4,071 million ...

Group 1 - The gold sector is experiencing an upward trend despite market conditions, with significant gains in various gold-related stocks and ETFs [1] - As of the latest update, the Gold ETF (GLD.US) has increased by 0.5%, Barrick Mining (B.US) has risen over 1.4%, Gold Fields (GFI.US) has gained over 2.4%, and Harmony Gold (HMY.US) has surged over 5% [1] - Spot gold prices have reached $3,440 per ounce, marking a new high since June 16, with a daily increase of 0.68% [1]

Harmony Gold Mining Company (HMY) Q4 2025 Earnings Call August 28, 2025 04:00 AM ET Company ParticipantsBeyers Nel - CEO & Executive DirectorBoipelo Lekubo - Financial DirectorJared Coetzer - Head - IRArnold Van Graan - Head - Market ResearchConference Call ParticipantsBruce Williamson - Mining AnalystNone - AnalystRené Hochreiter - AnalystBeyers NelGood morning, everybody, and thank you for joining us. I'm Beiers Nell, the CEO of Harmony. Today, we are presenting our financial year 2025 results that unpack ...

Financial Data and Key Metrics Changes - FY 2025 marked the tenth consecutive year of meeting production guidance, with adjusted free cash flow reaching over ZAR 11 billion at a 16% margin, a 54% increase from the previous year [5][36] - Headline earnings per share rose by 25% to ZAR 2,337, while net profit jumped 67% to ZAR 14.6 billion from ZAR 8.7 billion [5][36] - Revenue grew by 20% to ZAR 74 billion from ZAR 61 billion, driven by operational consistency and higher gold prices [36] Business Line Data and Key Metrics Changes - Underground recovered grades increased to 6.27 grams per tonne, exceeding revised guidance, reflecting improved portfolio quality [6][10] - High-grade mines saw production increase by 8% to 16.5 tonnes, with grades improving by 10% to 9.89 grams per tonne [18] - South African surface operations produced 7.9 tonnes, a 13% decrease due to heavy rainfall, but maintained a solid margin of 36% [23] Market Data and Key Metrics Changes - The company reported a strong balance sheet with net cash surging by 285% to ZAR 11.1 billion, indicating robust cash generation [36] - The market capitalization reached approximately ZAR 180 billion or USD 10 billion, reflecting capital discipline and growth potential [41] Company Strategy and Development Direction - The company is focused on a balanced growth strategy, emphasizing high-quality gold and copper production while maintaining a conservative risk profile [27][44] - The acquisition of Mack Copper is expected to enhance the portfolio, with a final investment decision on the Eva Copper project anticipated later in the year [26][33] - The strategy prioritizes value over volume, with a commitment to responsible growth benefiting all stakeholders [44] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the significant opportunity cost associated with delays in the Wafi Golpu project but emphasized its long-term value as a Tier one copper-gold mine [54] - The company remains optimistic about maintaining production guidance of 1.4 to 1.5 million ounces, with underground recovered grades expected to stay strong [25][26] - Management highlighted the importance of safety and operational excellence as foundational to future success [3][5] Other Important Information - The company achieved the lowest ever Lost Time Injury Frequency Rate (LTIFR) in its history, indicating improvements in safety culture [5][8] - The company is committed to sustainability, as evidenced by its inclusion in the FTSE for Good Index for the eighth consecutive year [16] Q&A Session Summary Question: Concerns about high grading during high gold prices - Management clarified that Harmony is not high grading but is using a sequential grid mining method to ensure safety and avoid unnecessary risks [47][48] Question: Opportunity cost analysis regarding Wafi Golpu delays - Management acknowledged the significant opportunity cost but emphasized the project's long-term value and the ongoing efforts to finalize necessary agreements [52][54] Question: Update on Mack Copper and operational changes - Management stated that detailed technical analysis and planning will occur post-acquisition, with updates expected in February [56][58] Question: Production gap and future guidance - Management clarified that the production gap is not where Mack Copper will fill in, as it is already included in the production profile [67]

FY25 ANNUAL RESULTS #MiningWithPurpose #MiningWithPurpose 28 August 2025 Beyers Nel, CEO JSE ticker code HAR / NYSE ticker code HMY © Harmony #MiningWithPurpose FY25 Annual Results Safe harbour statement Disclaimer – Forward Looking Statements 2 This presentation contains forward-looking statements within the meaning of the safe harbour provided by Section 21E of the Exchange Act and Section 27A of the Securities Act of 1933, as amended (the "Securities Act"), with respect to our financial condition, result ...

Key Takeaways Harmony Gold is set to report fiscal 2025 earnings before the market opens on Aug. 28.Higher gold prices and stronger Q4 production are expected to boost results.Elevated labor and electricity costs continue to pressure Harmony Gold's margins.Harmony Gold Mining Co. Ltd. (HMY) is slated to report fiscal 2025 results before the opening bell on Aug. 28. The Zacks Consensus Estimate for fiscal 2025 earnings has been stable in the past 60 days. The consensus estimate for earnings is pegged at $2.8 ...