The Basic Materials group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is Newmont Corporation (NEM) one of those stocks right now? By taking a look at the stock's year-to-date performance in comparison to its Basic Materials peers, we might be able to answer that question.Newmont Corporation is a member of the Basic Materials sector. This group includes 238 individual stocks and currently holds a Zacks Sector Rank of #9. The Zacks Secto ...

Company Performance - Newmont Corporation (NEM) closed at $60.82, marking a +1.15% move from the prior day, outperforming the S&P 500 which gained 0.14% [1] - Over the past month, shares of Newmont gained 3.85%, outpacing the Basic Materials sector's gain of 2.46% but lagging the S&P 500's gain of 3.97% [1] Upcoming Earnings - The upcoming earnings release is expected on July 24, 2025, with a forecasted EPS of $1.01, indicating a 40.28% increase from the same quarter last year [2] - Revenue is predicted to be $4.62 billion, reflecting a 4.9% increase compared to the same quarter of the previous year [2] Annual Estimates - For the annual period, earnings are anticipated to be $4.57 per share and revenue at $19.28 billion, signifying increases of +31.32% and +3.19% respectively from the last year [3] Analyst Forecast Revisions - Recent revisions to analyst forecasts for Newmont are important as they indicate changing business trends, with upward revisions reflecting analysts' positive outlook on the company's operations [4] Zacks Rank and Performance - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with stocks rated 1 producing an average annual return of +25% since 1988 [6] - Newmont currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate moving 9.29% higher over the past month [6] Valuation Metrics - Newmont is trading at a Forward P/E ratio of 13.16, which aligns with its industry's Forward P/E of 13.16 [7] - The company has a PEG ratio of 0.68, compared to the Mining - Gold industry's average PEG ratio of 0.56 [7] Industry Ranking - The Mining - Gold industry is part of the Basic Materials sector and currently holds a Zacks Industry Rank of 13, placing it within the top 6% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

Core Viewpoint - Newmont Corporation (NEM) is showing potential for investment due to its recent technical indicators and positive earnings revisions [1][3]. Technical Analysis - NEM has recently reached a key level of support and has overtaken the 20-day moving average, indicating a short-term bullish trend [1]. - The stock price has been moving higher over the past four weeks, increasing by 10.2% [2]. Earnings Estimates - There have been four upward revisions for NEM's earnings estimates for the current fiscal year, with no downward revisions, leading to a positive consensus estimate [3]. - The combination of positive earnings revisions and technical indicators suggests that NEM may continue to see gains in the near future [3].

Company Overview - Evergold Corp. is a TSX-V listed mineral exploration company with projects in British Columbia and Nevada [3] - The company has a successful track record in the junior exploration space, including the establishment of GT Gold Corp. and the discovery of significant mineral deposits [3] Leadership Changes - Alvin W. Jackson has joined the board of directors, bringing extensive experience in mineral exploration and development [1] - Jackson has previously worked on major mineral deposits and founded EuroZinc Mining Corp., which grew to a market capitalization of over $1.8 billion before being acquired [1] Strategic Projects - Key projects for Evergold include the Golden Lion property in BC's Toodoggone region and the DEM porphyry prospect near Fort St. James, both of which are considered to have considerable merit [2] - The company aims to leverage these properties as a strong foundation for growth [2] Financial Performance - The establishment of GT Gold Corp. led to the discovery of the Saddle epithermal vein and porphyry copper-gold deposits, which were sold to Newmont for a fully diluted value of $456 million, representing a 1,136% return on exploration outlays of $36.9 million [3]

Group 1: Report Industry Investment Rating - Not provided in the content Group 2: Core Viewpoints of the Report - In the second half of the year, the lead market will show a pattern of increasing supply and demand. The supply of primary lead and recycled lead has new capacity plans, but the rigid constraints of raw material supply will limit the supply growth rate, with more prominent constraints for recycled lead. On the demand side, although there is an expectation of seasonal recovery, the consumption front - loading driven by policies may slow down the growth rate. It is expected that the inventory will remain at a neutral level, and the lead price is expected to range from 16,800 to 18,000 yuan/ton, with the center moving up. During the seasonal consumption recovery period, the price may show strong upward momentum [3]. Group 3: Summary by Relevant Catalogs I. Lead Market Review - In the first half of 2025, the main contract price of Shanghai lead futures fluctuated widely around the bottom area, ranging from 16,165 to 17,805 yuan/ton. By the end of June, the price closed at 17,200 yuan/ton, up 2.23% from the beginning of the year. LME lead fluctuated strongly in the first quarter and first declined then rose in the second quarter. By the end of June, it closed at 2,041.5 US dollars/ton, up 5.59% from the beginning of the year [8][9]. II. Lead Fundamental Analysis 2.1 Lead Ore Supply Situation - **2.1.1 Global Lead Concentrate Supply Recovering Slowly**: From January to April 2025, the global cumulative lead concentrate production was 1.4324 million tons, a year - on - year increase of 3.5%. From January to May 2025, the domestic cumulative lead concentrate production was 633,900 tons, a year - on - year increase of 12.61%. It is expected that the overseas increment will be 100,000 tons and the domestic increment will be around 70,000 tons, with a global lead mine production growth rate of 2.3% to 4.62 million tons [10][12]. - **2.1.2 Lead Concentrate Processing Fees Remaining Low, Silver Concentrate Import Demand Increasing**: As of June 2025, the average domestic and foreign lead concentrate processing fees were 600 yuan/metal ton and - 30 US dollars/dry ton respectively. In the second half of the year, the processing fees are expected to stabilize and may rise slightly in the fourth quarter. From January to May 2025, the cumulative lead concentrate import volume was 552,500 tons, a year - on - year increase of 40%. It is expected that the monthly import volume in the second half of the year will be between 130,000 and 150,000 tons. The import demand for silver concentrate is expected to remain high [20][21]. 2.2 Refined Lead Supply Situation - **2.2.1 Global Refined Lead Supply Growth Rate Moderate**: From January to April 2025, the global cumulative refined lead production was 4.3915 million tons, a year - on - year increase of 1.4%. It is predicted that the global refined lead production in 2025 will be 13.272 million tons, a year - on - year increase of 0.6% [26][28]. - **2.2.2 Stable Electrolytic Lead Production, Focus on New Project Commissioning in the Second Half of the Year**: From January to June 2025, the cumulative electrolytic lead production was 1.8902 million tons, a year - on - year increase of 9.5%. It is expected that the annual electrolytic lead production will increase by 5.6% year - on - year to 3.8 million tons [31][32]. - **2.2.3 Profit and Raw Material Shortage Restraining Production, High Production Interference Rate in the Second Half of the Year**: From January to June 2025, the cumulative recycled refined lead production was 1.5734 million tons, a year - on - year decrease of 4.35%. It is expected that the annual recycled refined lead production will be 3.1 million tons, a year - on - year decrease of 2% [37][39]. 2.3 Refined Lead Demand Situation - **2.3.1 Global Refined Lead Demand Situation**: From January to April 2025, the global cumulative refined lead consumption was 4.3697 million tons, a year - on - year increase of 2.66%. It is expected that the global refined lead demand in 2025 will increase by 1.5% to 13.19 million tons [44]. - **2.3.2 High Lead Battery Inventory, Focus on the Realization of the Traditional Consumption Peak Season in the Third Quarter**: In the first half of 2025, the lead battery enterprise start - up rate was slightly lower than the same period last year, and the finished product inventory and dealer inventory were at relatively high levels. In the second half of the year, the start - up rate is expected to improve in the third quarter, and the battery replacement demand will increase in the fourth quarter [51][57]. - **3.2.1 Unfavorable Shanghai - London Ratio for Lead Ingot and Battery Exports, Imports Supplementing Raw Material Ratio**: From January to May 2025, the cumulative net import volume of refined lead and lead products was 33,611 tons. In the second half of the year, the import volume is expected to rise in the third quarter and decline in the fourth quarter. The lead battery export volume decreased by 3.5% year - on - year from January to May 2025, and the decline is expected to narrow in the second half of the year [58][59]. - **2.3.2.2 Policy - Guided Marginal Improvement in Lead Battery Consumption Prospect**: In the automotive sector, the replacement demand for lead batteries is stable, and the new demand is growing. In the electric bicycle sector, the replacement demand is strong, and the new standard implementation and subsidy policy will boost consumption. In the energy storage sector, the demand for lead batteries has growth potential [64][69]. 2.4 High Overseas Inventory, Neutral Domestic Inventory - In the first half of 2025, the LME lead inventory was at a high level, and the domestic inventory was at a neutral level. In the second half of the year, the overseas inventory is expected to remain high, and the domestic inventory is expected to rise, but the inventory accumulation pressure will be relieved by the constraints on recycled lead production [77]. III. Summary and Outlook for the Future - In the second half of the year, the lead market will show a pattern of increasing supply and demand. The supply of primary lead and recycled lead has new capacity plans, but the rigid constraints of raw material supply will limit the supply growth rate, with more prominent constraints for recycled lead. The consumption side has seasonal recovery expectations, but the consumption front - loading may slow down the growth rate. It is expected that the inventory will remain at a neutral level, and the lead price is expected to range from 16,800 to 18,000 yuan/ton, with the center moving up [80].

导语：母公司紫金矿业已向国际投资争端解决中心提起4.3亿美元诉 讼，指控哥伦比亚政府未 尽监管职责 。 01 公司概况与行业背景 紫金黄金国际是紫金矿业集团旗下专注海外黄金业务的子公司，计划在香港联交所主板上市，拟融 资10-20亿美元。该公司整合了紫金矿业除中国以外所有黄金矿山资产，包括位于塔吉克斯坦、吉尔 吉斯斯坦、澳大利亚等个国家的8座金矿 。 紫金黄金国际目前的黄金总储量为696.83吨，2024年产量46.22吨，位居全球第十一。 紫金黄金国际拟赴港上市、吸引国际投资者，这使得其地缘政治风险更加不容忽视。去年在哥伦比 亚，这些风险已对其资产造成实际损害。 此次IPO包含的金矿资产之一，哥伦比亚武里蒂卡金矿的运营面临严重安全挑战。去年11月，当地贩毒 集团"海湾帮"支持非法矿工控制了约60%的矿道，导致2024年损失约3.2吨黄金，价值2亿美元，相当于 该矿总产量的38%。母公司紫金矿业已向国际投资争端解决中心提起4.3亿美元诉讼，指控哥伦比亚政 府未尽监管职责。 02 财务与运营表现 2022-2024年，紫金黄金国际展现出强劲的增长势头： 公司在成本控制方面表现优异： 收入从18.18亿美元增至2 ...

Core Points - Kuya Silver Corporation held its Annual General and Special Meeting of Shareholders on June 26, 2025, where all proposed matters were approved, including the appointment of new directors and the auditor [1][2] - The company welcomed three new independent directors: Gene McBurney, Lisa Wilkinson, and Sandro Ferrarone, enhancing the board's expertise in mining operations and corporate governance [3][8] - The company operates the Bethania silver mine in Peru and is focused on developing district-scale silver projects in mining-friendly jurisdictions [9] Summary by Category Shareholder Meeting Results - All matters put forward to shareholders were approved, including the appointment of Davidson & Company LLP as the auditor until the next annual meeting [2] - Shareholders ratified the 10% rolling equity incentive plan, which requires re-approval by June 27, 2028 [2] New Directors - Gene McBurney has over 25 years of investment banking experience and co-founded GMP Securities, contributing significant expertise in resource sectors [4] - Lisa Wilkinson has over 20 years in investor relations and corporate communications, currently serving as Vice President at Centerra Gold [5] - Sandro Ferrarone is Vice President and Country Manager for Coeur Mining in Mexico, with extensive international mining experience [6] Company Overview - Kuya Silver is a Canadian-based mining company focused on silver, operating the Bethania silver mine in Peru [9]

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].

2024 Performance & 2025 Guidance - The company delivered 68Moz of gold and 153kt of copper in 2024[7] - The company generated $29B in free cash flow[7] - The company returned $11B to shareholders through quarterly dividends[9] - The company returned $12B to shareholders through share repurchases[9] - The company retired $14B in debt, reaching reduction target[11] Production Growth & Investment - Joint venture partner has guided to delivering ~20% more gold in 2027 from Nevada Gold Mines (385%) and Pueblo Viejo (40%)[30] - Lihir is expected to deliver at least ~30% more gold in 2028 due to higher grades from Phase 14a layback[31] - Peñasquito anticipates delivering ~30% more gold in 2025[31] - Boddington expects to deliver ~30% more gold production in 2027 as stripping is completed in 2026[32] - Tanami expansion is expected to deliver ~35% more gold beginning in 2028[32] 2025 Guidance - Managed operations gold production is guided at 42Moz, with non-managed operations contributing 14Moz, totaling 56Moz for the Tier 1 portfolio[47] - Managed operations gold CAS is guided at $1170/oz, with non-managed operations at $1240/oz, resulting in $1180/oz for the total Tier 1 portfolio[47] - Managed operations gold AISC is guided at $1630/oz, with non-managed operations at $1555/oz, resulting in $1620/oz for the total Tier 1 portfolio[47] - Sustaining capital for managed operations is projected at $15B, and $03B for non-managed operations, totaling $18B[47] - Development capital is projected at $11B for managed operations and $02B for non-managed operations, totaling $13B[47] Capital Allocation & Divestiture Program - The company targets maintaining financial flexibility with cash above $30B[48] - The company targets an investment-grade balance sheet with debt below $80B[48] - The company anticipates ~$18B for sustaining capital in 2025, working to decrease to ~$15B by 2028[48] - The company has a $30B share repurchase program authorized through October 2026[48] - The company expects ~$25B in net cash in 2025 from announced sales[7]