Core Insights - The article discusses the importance of accurate information in the financial sector and the challenges faced in ensuring this accuracy [4]. Group 1 - The author emphasizes the need for reliable reporting in the financial industry, highlighting the potential consequences of misinformation [4]. - The article notes that while efforts are made to ensure accuracy, there are inherent limitations in guaranteeing the information provided [4]. - It is mentioned that the content is intended solely for informational purposes and does not constitute a solicitation for financial transactions [4].

Core Viewpoint - Newmont has reported strong quarterly results driven by historically high gold prices, leading to a significant increase in its stock price [1][2]. Financial Performance - Newmont's revenue for the first quarter reached $5.01 billion, nearly $1 billion higher than the $4.02 billion reported in the same period last year [2]. - Non-GAAP adjusted net income more than doubled to over $1.4 billion from $630 million year-over-year, surpassing analyst expectations [2]. Operational Highlights - The company completed the divestment of several projects, generating over $2.5 billion in sales from these assets [3]. - Gold production fell by 19% year-over-year to slightly more than 1.5 million ounces, attributed to asset sales and safety improvements at certain sites [3]. Future Guidance - Newmont maintained its gold production guidance for 2025 at 5.9 million ounces and forecasted exploration and advanced project costs of $525 million for the year [4].

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain quality and best practices in content production [5]

Market Overview - US stock index futures are all down, with Dow futures down 0.47%, S&P 500 futures down 0.31%, and Nasdaq futures down 0.26% [1] - European indices also show declines, with Germany's DAX down 0.07%, UK's FTSE 100 down 0.04%, France's CAC40 down 0.14%, and the Euro Stoxx 50 down 0.18% [2] - WTI crude oil increased by 1.25% to $63.05 per barrel, while Brent crude rose by 1.03% to $66.80 per barrel [2] US Stock Market Insights - Jefferies highlights a critical point for the S&P 500 index at 5500, which needs to be breached to recover from a 19% drop since February's historical high [3] - Christopher Wood from Jefferies suggests that the golden era for US stocks is over, predicting further declines in US equities, bonds, and the dollar [5] Automotive Industry - Japanese automakers saw a surge in US sales in March, with Toyota's sales up 8% to 231,336 units, Honda's up 13%, and Nissan's up 10% [4] Company Earnings Reports - Merck's Q1 earnings exceeded expectations with sales of $15.5 billion, although they anticipate a $200 million loss due to tariffs by 2025 [9] - American Airlines withdrew its 2025 profit guidance, reporting a Q1 net loss of $473 million, worsened by tariff pressures and government spending uncertainties [9] - Procter & Gamble lowered its annual organic sales growth forecast from 3%-5% to 2% due to tariff pressures and fluctuating consumer demand [10] - Sanofi's Q1 earnings surpassed expectations, driven by strong demand for its Dupixent drug, with sales of €9.89 billion [10] - IBM reported Q1 sales of $14.5 billion, exceeding expectations, but concerns remain regarding the impact of tariffs and government spending cuts on business [11] - Texas Instruments provided a positive Q2 earnings outlook, with expected revenue between $4.17 billion and $4.53 billion, driven by improved demand in industrial and automotive sectors [12] Technology Sector - Google Chrome's potential market value is estimated at over $50 billion, according to competitors, amid ongoing antitrust scrutiny [13] - TSMC plans to begin production using A14 chip technology in 2028, aiming to maintain its leadership in the semiconductor industry [13]

Newmont Corporation (NEM) reported first-quarter 2025 earnings from continuing operations of $1.68 per share, up from 15 cents in the year-ago quarter. Barring one-time items, adjusted earnings were $1.25 per share compared with 55 cents reported in the prior- year quarter. It topped the Zacks Consensus Estimate of 84 cents. NEM's revenues for the first quarter were $5,010 million, up 24.5% from $4,023 million reported in the prior- year quarter. The figure beat the Zacks Consensus Estimate of $4,464.5 mill ...

Newmont Corporation NEM, the world's largest publicly listed gold producer, reported robust first-quarter 2025 earnings following the conclusion of the year-long portfolio optimization effort. The company posted a net income of $1.9 billion and adjusted EBITDA of $2.6 billion, significantly surpassing the prior year's performance. Adjusted net income was $1.25 per share, aligning with analysts' expectations. Cost-wise, the company saw Gold All-In Sustaining Costs rise to $1,651 per ounce, a 13% increase due ...

Financial Data and Key Metrics Changes - Newmont Corporation reported record first-quarter free cash flow of $1.2 billion and adjusted EBITDA of $2.6 billion, driven by strong operational performance and favorable gold prices [9][30][39] - The company generated $2 billion in cash flow from operations, marking a significant increase compared to previous quarters [9][30] - Gold all-in sustaining costs remained in line with full-year guidance at $1,651 per ounce for the first quarter [30] Business Line Data and Key Metrics Changes - In the first quarter, Newmont produced 1.5 million ounces of gold and 35,000 tonnes of copper, consistent with full-year guidance [9][39] - The divestment program resulted in over $2.5 billion in after-tax cash proceeds, enhancing the company's focus on its core operations [11][39] - The company anticipates a strong finish to the year from Boddington, with gold production expected to be approximately 53% weighted to the second half of the year [21] Market Data and Key Metrics Changes - The rise in gold prices has positively impacted cash flow and operational performance, with unprecedented volatility in global financial and commodity markets being closely monitored [10][39] - The company is focused on managing variables within its control amidst evolving tariff situations [10] Company Strategy and Development Direction - Newmont's priorities for 2025 include strengthening safety culture, stabilizing managed operations, and executing capital returns [5][13] - The company is committed to maintaining a strong balance sheet and returning capital to shareholders through predictable dividends and ongoing share repurchases [13][37] - The focus remains on delivering the potential of the 11 managed operations and three projects in execution, with a disciplined capital allocation strategy [12][35] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving 2025 commitments and emphasized the importance of safety, cost, and productivity performance irrespective of gold price fluctuations [56] - The company is actively monitoring geopolitical risks and maintaining strong relationships with governments in its operating jurisdictions [112] Other Important Information - Newmont completed its divestment program, allowing for a sharper focus on core operations and a significant reduction in debt [12][39] - The company has a robust share buyback program in place, with $755 million repurchased so far in 2025 [37] Q&A Session Summary Question: Lihir cash cost profile and mining for margin - Management highlighted efforts to configure the mine for sustainable performance and indicated that Lihir will meet its full-year cost guidance despite a $100 million non-cash impact from inventory adjustments [42][46] Question: Share buyback pace and capital return - Management confirmed ongoing share buybacks, supported by elevated gold prices and divestiture proceeds, with plans to continue this through the remainder of the year [48][50] Question: Impact of high gold prices on business management - Management stated that the focus remains on delivering safety, cost, and productivity performance, regardless of gold price fluctuations, while benefiting from the current high prices [54][56] Question: Progress on Ahafo North project - Management reported that Ahafo North is tracking well, with significant milestones achieved and a focus on safety during the high construction period [80][86] Question: Concerns about geopolitical risks - Management emphasized the importance of operating in stable jurisdictions and maintaining strong government relationships, with no immediate concerns regarding risks [112] Question: Future project considerations - Management indicated that Red Chris is a prime candidate for future capital allocation, with ongoing feasibility studies and engagement with local governments [60][104]

纽曼矿业首席执行官Tom Palmer指出，该公司完成了非核心资产剥离计划，在2025年上半年产生了高达 43亿美元的总收益，其中税后现金收益超过25亿美元。他表示："凭借这些重大成就和今年的稳健开 局，我们仍坚定地朝着2025年的目标迈进，继续朝着创造世界领先的黄金和铜投资组合的目标前进，为 股东带来利益。"该公司预计，2025年可归属黄金产量为590万盎司，综合金价维持成本为每盎司1630美 元。 智通财经APP获悉，全球最大金矿商纽曼矿业(NEM.US)2025年第一季度盈利好于市场预期，原因是金 价上涨帮助抵消了产量下降的影响。纽曼矿业周三公布的财报显示，第一季度销售额为50.10亿美元， 较上年同期的40.23亿美元增长25%。经调整后的净利润为14.04亿美元，较上年同期的6.30亿美元增长 123%;经调整后的每股收益为1.25美元，高于上年同期的0.55美元，同时好于分析师平均预期的0.90美 元。 黄金的平均价格在过去几个季度一直在上周，并在1月至3月期间持续创新历史新高，因为对美国总统特 朗普反复无常的关税计划、以及贸易战拖累经济增长的担忧推动了黄金作为避险资产的吸引力。 Q1黄金平均实现 ...

Core Insights - Newmont Corporation reported $5.01 billion in revenue for Q1 2025, a year-over-year increase of 24.5% and a surprise of +12.22% over the Zacks Consensus Estimate of $4.46 billion [1] - The EPS for the same period was $1.25, compared to $0.55 a year ago, resulting in an EPS surprise of +48.81% against the consensus estimate of $0.84 [1] Financial Performance Metrics - Newmont's shares returned +14.7% over the past month, outperforming the Zacks S&P 500 composite, which declined by -6.6% [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Production and Cost Metrics - Attributable Gold ounces sold for Ahafo were 199 Koz, exceeding the average estimate of 137.86 Koz [4] - Average Realized Price for Zinc was $1.13 per pound, slightly below the average estimate of $1.17 per pound [4] - AISC Consolidated for Nevada Gold Mines was $1789 per ounce, higher than the average estimate of $1518.2 per ounce [4] - AISC Consolidated for Peñasquito was $1091 per ounce, compared to the average estimate of $1174.5 per ounce [4] - Attributable Gold ounces sold for Yanacocha were 113 Koz, above the average estimate of 102.64 Koz [4] - Attributable Gold ounces sold for Boddington were 135 Koz, slightly below the average estimate of 137.28 Koz [4] - Attributable Gold ounces sold for Tanami were 75 Koz, below the average estimate of 79.83 Koz [4] - AISC Consolidated for Merian was $1864 per ounce, higher than the average estimate of $1775.8 per ounce [4] - AISC Consolidated for Tanami was $1659 per ounce, slightly above the average estimate of $1627.2 per ounce [4] - AISC Consolidated for Cerro Negro was $2857 per ounce, significantly higher than the average estimate of $1246.1 per ounce [4] - Attributable Gold ounces sold for Cerro Negro were 38 Koz, below the average estimate of 71.34 Koz [4] - AISC Consolidated for Yanacocha was $1170 per ounce, above the average estimate of $1051.2 per ounce [4]

Financial Performance - Net income from continuing operations attributable to Newmont stockholders was $1,891 or $1.68 per diluted share, an increase of $1,725 from the prior-year quarter[14]. - Adjusted net income was reported at $1,404 or $1.25 per diluted share, an increase of $0.70 per diluted share from the prior-year quarter[14]. - Adjusted EBITDA reached $2,629, reflecting a 55% increase from the prior-year quarter[14]. - Net cash provided by operating activities was $2,031, a 162% increase from the prior year, with free cash flow of $1,205[14]. - Cash dividends declared per common share remained steady at $0.25 for the period ended March 31[14]. Production and Sales - Consolidated gold ounces produced were 1,460 thousand, while sold ounces were 1,442 thousand, showing a decrease from 1,619 thousand produced and 1,599 thousand sold in the prior year[10]. - Average realized gold price per ounce increased to $2,944 from $2,090 in the prior year, representing a significant rise[10]. - Attributable production included 1.5 million ounces of gold and 348 thousand attributable gold equivalent ounces from co-products[14]. Liquidity and Cash Position - The company ended the quarter with $4.7 billion in consolidated cash and $8.8 billion in total liquidity[14]. - The company completed the sale of the CC&V, Musselwhite, and Éléonore reportable segments for total proceeds of $1,860 million[14]. Market and Currency Risks - As of March 31, 2025, the short-term gold price assumption is $2,860 per ounce, while the long-term assumption is $1,900 per ounce[293]. - A hypothetical 10% adverse movement in local currency exchange rates would result in an approximate $76 increase to costs applicable to sales per ounce for the three months ended March 31, 2025[297]. - The average provisional price for gold sales is $3,127 million, with a potential effect of a 10% change resulting in a $61 million impact[300]. - The company has significant operations in multiple countries, including Canada, Mexico, and Australia, which exposes it to foreign currency exchange rate fluctuations[295]. - The fair value of the Cadia Power Purchase Agreement cash flow hedge could decrease by approximately $37 due to a hypothetical 10% adverse movement in forward electricity rates[304]. - The foreign currency cash flow hedges could see a decrease in fair value of approximately $211 from a hypothetical 10% adverse movement in AUD and CAD exchange rates[304]. Credit and Interest Rate Risks - The company’s fixed rate debt does not expose it significantly to interest rate risk, but there is fair value risk if long-term debt is repurchased or exchanged prior to maturity[294]. - The company mitigates credit risk by entering into derivatives with high credit quality counterparties and monitoring their financial conditions[306]. - Market liquidity risk is managed by spreading out the maturity of derivatives over time and ensuring counterparties cannot require immediate settlement except under specific default conditions[307].