Newmont: The Most Mispriced Large-Cap Stock In The Gold Mining Industry

Core Viewpoint - The current narrative surrounding Newmont Corporation (NEM) is overly focused on high All-in Sustaining Costs (AISC) and the integration process of Newcrest, which may overlook other important factors affecting the company's performance [1]. Group 1: Financial Performance - Newmont's AISC remains high at approximately $1650 per ounce, indicating ongoing cost pressures in its operations [1]. Group 2: Strategic Integration - The integration of Newcrest has not progressed as expected, which could impact Newmont's operational efficiency and future growth potential [1].