And welcome back to halftime. It's time for the call of the day. We're going to start off with Pneumont upgraded to outperform at RBC.SH's up just about 3%. Joe, you own this one in the Jot ETF. There's an obvious correlation to rising gold prices.I think most of us understand that. A lot of calls on the street for gold to see 4,000 very quickly. But for this company, they really have begun to manage the business a lot better.Shedding non-core assets, focusing on free cash flow. stock is up 51% year to date ...

Newmont Corporation (NYSE:NEM) ranks among the best performing S&P 500 stocks in the last 3 months. On September 2, Macquarie lowered its rating of Newmont Corporation (NYSE:NEM) from Outperform to Neutral, with a $72 price target. The downgrade came as the mining behemoth beat its contemporaries in the gold mining industry by a significant margin. According to Macquarie, Newmont Corporation (NYSE:NEM) recently finished a number of strategic stages, such as renationalizing its portfolio, selling off non-c ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

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Valued at a market cap of $83.2 billion, Newmont Corporation (NEM) is one of the world’s largest gold producers. The company operates across North America, South America, Australia, and Africa, with fully owned mines such as Tanami in Australia and Ahafo and Akyem in Ghana. Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Newmont fits this criterion perfectly. In addition to gold, Newmont explores for copper, silver, zinc, lead, and other metals, with a global prese ...

Group 1: Market Performance - Newmont Corp. is the world's largest gold producer and has seen its stock rise by 105% year to date, making it the second-best performer in the S&P 500 Index [2] - Gold has increased over 38% year-to-date, on track for its best performance since 1978 [2] - The VanEck Gold Miners ETF (GDX) experienced $531 million in net inflows in August, the highest since November 2023, and gold-linked ETFs saw $3.9 billion in inflows, the largest since April [6] Group 2: Valuation Comparison - Newmont trades at a next-12-month price-to-earnings ratio of 15x, while Palantir's forward P/E is at 212x, making Newmont's valuation more attractive for growth-focused investors [5] - The performance of gold miners has significantly outpaced the gold spot price, with GDX rallying 95% in 2025 [6] Group 3: Market Trends and Future Outlook - Analysts suggest that the current momentum in gold, silver, and copper miners is strong, with new 52-week highs being reached [7] - The U.S. dollar index is at a critical support level, which could lead to further increases in gold and other commodities [8] - The gold miners-to-gold ratio is nearly 60% below its 2011 highs, indicating potential for further growth in mining stocks [9] - There is a belief that the current gold cycle may just be beginning, suggesting that companies like Newmont could have significant upside potential [10]

Core Viewpoint - Enduro Metals Corporation has provided an update on its 2025 exploration program at the Newmont Lake project, highlighting significant progress in the Andrei porphyry target, which has been expanded to cover an area of approximately 6 km² [1][3][12]. Exploration Program Update - The exploration program includes a large airborne magnetic survey covering 2,000 line-kilometers and ground induced polarization (IP) surveying over the Andrei target [4][8]. - Field crews have been actively mapping and sampling across the property, focusing on the Andrei area, with fieldwork scheduled to continue until September 30, 2025 [1][3]. Andrei Target Expansion - The Andrei target has been extended by 3.4 km to the southwest from the original North Toe occurrence, with geological mapping revealing extensive outcropping of monzonite and diorite intrusions [3][12]. - The target area now measures approximately 4.5 km x 1.5 km, characterized by localized micro-stockworks and copper mineral-bearing veins [4][13]. Future Plans - Enduro Metals is preparing for a maiden drill program at the Andrei target in 2026, guided by newly acquired high-resolution magnetic survey results and ground IP survey data [14][3]. - The company anticipates receiving final geochemical and geophysical data shortly, which will inform follow-up work in September [3][1]. Strategic Location - The Newmont Lake Project is strategically located near major porphyry copper-gold development projects and high-grade past producing gold deposits, enhancing its potential for significant mineral discoveries [3][1]. Collaborative Research - In 2025, Enduro sponsored academic research programs and collaborated with institutions such as UBC Okanagan and University College of London, focusing on structural geology and mineralization age constraints [24][25].

Group 1 - Newmont Corporation has shown positive performance since June, marking a recovery from previous underperformance [1] - The company is involved in the gold mining sector, which has been experiencing favorable market conditions [1] Group 2 - The article highlights the expertise of the author, who has over 20 years of experience in investment management and related industries [1]

Group 1 - The core viewpoint is that investors are testing their bets on the strong momentum of gold mining stocks ahead of the upcoming U.S. non-farm payroll report, with a notable shift in investment preferences due to economic uncertainties and interest rate expectations [1] - The VanEck Gold Miners ETF has seen significant inflows of $531 million in the last month, marking the highest record since November 2023, as investors are increasingly attracted to gold's safe-haven properties [1] - Gold mining stocks have outperformed the S&P 500 index, with the VanEck Gold Miners ETF rising approximately 90% year-to-date, and many of its constituent companies experiencing triple-digit gains [2][4] Group 2 - Analysts from JPMorgan expect that the Fed's interest rate cuts will attract more investors to commodity ETFs tracking gold, further driving up demand and prices [5] - There has been a notable acceleration in inflows into gold-related ETFs, with $3.9 billion purchased in the last week, marking the strongest single-week inflow since April [5] - Global central banks continue to buy gold, with their total holdings surpassing U.S. Treasury bonds, indicating a favorable environment for gold investments [9]