智通财经APP获悉，全球最大黄金生产商纽曼矿业(NEM.US)周四公布的第四季度财报显示，受黄金价 格创纪录上涨抵消产量下滑影响，其季度利润超出华尔街预期;公司同时宣布将投资14亿美元，开发收 购Newcrest后获得的相关资产。 财报显示，截至12月31日的第四季度，纽曼矿业营收同比增长21%，达到68.2亿美元，高于分析师预期 的61.9亿美元，其中黄金销售额贡献58.1亿美元，同比增长20%。当季实现净利润13亿美元，合每股收 益1.19美元，相比之下，上年同期净利润为14亿美元，合每股收益1.24美元。调整后每股收益为2.52美 元，显著高于华尔街普遍预期的每股收益2.05美元。 近几个月，受美国降息预期、地缘政治紧张局势加剧及经济不确定性影响，黄金价格屡次刷新历史纪 录。2025年第四季度，黄金均价为每盎司4135美元，同比上涨56%。 纽曼矿业表示，公司实际实现平均金价为每盎司4216美元，同比大涨近60%。但由于Penmont、Ahafo South、Yanacocha、Brucejack和Cadia等矿场按计划进行采矿排序调整，公司黄金产量同比下降近24%至 145万盎司。 纵观2025全年业 ...

As filed with the U.S. Securities and Exchange Commission on February 2, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________ FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 __________________________________ Metals Acquisition Corp. II (Exact name of registrant as specified in its charter) __________________________________ | Cayman Islands | 6770 | N/A | | --- | --- | --- | | (State or other jurisdiction of ...

Core Insights - Valkea Resources Corp. has made strategic appointments to enhance its leadership and technical expertise, including Thomas Credland as President, Marc Turcotte as Director, and Dr. Charlotte Seabrook as Technical Advisor [1][2] Leadership Appointments - Thomas Credland, with over 25 years of experience in mining, previously served at Rupert Resources, where he contributed to the discovery and development of the 4Moz Ikkari Gold Project [3] - Marc Turcotte brings over 20 years of experience in corporate development and capital markets, having played a key role in MAG Silver's acquisition for approximately US$2.1 billion [4] - Dr. Charlotte Seabrook has over 25 years of geological experience and was instrumental in the discovery of the Ikkari Project while at Rupert Resources [5][6] Company Strategy and Assets - Valkea Resources focuses on mineral exploration in the Central Lapland Greenstone Belt in Northern Finland, holding nearly 400 km² of land across five core properties [2][3] - The company aims to adopt a systematic methodology for exploration, similar to that which led to the discovery of Ikkari and other gold occurrences in the region [2] Market Position and Future Plans - The appointments are seen as a significant enhancement to the company's capabilities at a crucial time, with expectations for further updates on property appraisals and technical team expansions [2][7]

Core Insights - Baru Gold Corp. has appointed Matthew Charles Farmer to its Board of Directors, bringing over 30 years of experience in exploration and mining across multiple regions [1][2] Company Overview - Baru Gold Corporation is a junior gold developer with NI 43-101 gold resources in Indonesia, aiming to become one of the country's next gold producers [12] Leadership Experience - Mr. Farmer has held senior roles in major mining companies such as Newmont, BP Minerals, and PanAust, recognized for his operational discipline and project advancement capabilities [2][3] - His extensive experience in Indonesia includes leading exploration projects and managing significant budgets, contributing to the discovery of high-grade resources [4][5] Contributions to Mining Projects - Mr. Farmer has been involved in the development of world-class deposits, including Batu Hijau and the Nui Phao polymetallic deposit, showcasing his expertise in the full exploration life cycle [3][5] - He has successfully led exploration teams and secured joint ventures, enhancing the operational capabilities of the companies he has worked with [4][6] Stock Options - The company has granted 300,000 stock options to Mr. Farmer and an additional 950,000 stock options to other directors and employees, with an exercise price of $0.06 for a period of two years [10] - An officer of the company has also been granted 1,800,000 stock options at an exercise price of $0.075 for the same duration [11]

Newmont has cut about 16% of its workforce as part of a restructuring following the acquisition of Australian miner Newcrest, according to an internal memo to staff seen by Reuters. ...

Core Insights - Newmont's CEO Tom Palmer will retire by the end of the year, marking a significant leadership change in the company [1] - Barrick Mining's CEO Mark Bristow also announced his resignation, indicating a broader industry transformation [1] Company Developments - Tom Palmer will officially step down on December 31 and will serve as a strategic adviser until March next year [2] - Palmer joined Newmont in 2014, became COO in 2016, and was appointed CEO in 2019, overseeing major acquisitions including the $17 billion purchase of Newcrest [2] - Natascha Viljoen will succeed Palmer as CEO effective January 1, 2026, bringing over 30 years of mining experience [3] Leadership Changes - Karyn Ovelmen, the CFO of Newmont, also announced her departure after over two years, with Peter Wexler named as interim CFO [3] - Viljoen has focused on operations, portfolio integration, and talent development at Newmont, emphasizing safety and sustainability [4]

Core Viewpoint - Newmont has sold its stake in Orla Mining for $439 million as part of its divestiture program, aiming to streamline its portfolio and enhance cash flow [1][3]. Group 1: Divestiture Details - Newmont sold 43 million shares of Orla Mining at a price of $10.14 per share [1]. - The sale is part of a broader strategy to divest non-core assets and optimize its portfolio following the $17.14 billion acquisition of Newcrest [1][2]. Group 2: Financial Strategy - The company aims to unlock over $2 billion in cash through portfolio optimization, focusing on expanding Tier 1 assets [2]. - Newmont has been divesting several Canadian assets, including the Musselwhite Gold Mine, which was sold to Orla in an $850 million deal [2]. Group 3: Management Perspective - Newmont's CEO, Tom Palmer, stated that the stake sale is intended to streamline the equity portfolio and free up cash for capital allocation priorities [3].

Core Viewpoint - Newmont has divested its entire stake in Orla Mining for $439 million as part of a broader strategy to streamline its portfolio and unlock cash resources [1][2][4]. Group 1: Newmont's Divestiture Strategy - Newmont sold 43 million shares of Orla at $10.14 per share through the Toronto Stock Exchange, contributing to its goal of raising over $2 billion through asset sales and workforce reductions [2][4]. - Following the sale, Newmont's shares increased by 3%, raising its market capitalization to $88.6 billion, while Orla's shares dropped by 7.8%, valuing the company at $3.32 billion [2]. - The divestiture program has included the sale of several Canadian assets, such as the Musselwhite gold mine for $850 million and the Coffee gold project for up to $150 million [3]. Group 2: Orla Mining's Position - Orla Mining operates two producing assets: the Camino Rojo oxide mine in Mexico and the Musselwhite mine, with a forecasted gold output of 265,000-285,000 ounces for the year [5]. - The recent stake sale by Agnico Eagle Mines, which sold its 11.3% stake in Orla for $560.5 million, indicates a trend of significant divestitures in the sector [4].

Core Viewpoint - Newmont has applied for voluntary delisting from the Toronto Stock Exchange due to low trading volumes, aiming to enhance administrative efficiency and reduce costs [1] Group 1: Delisting and Cost Management - The delisting is expected to be effective around September 24, which may lead to improved administrative efficiency and cost reduction [1] - Newmont has set a target to reduce costs by $300 per ounce, potentially resulting in thousands of layoffs [1] Group 2: Asset Divestment and Financial Strategy - Following its $17.14 billion acquisition of Newcrest, Newmont announced plans to divest non-core assets, reduce workforce, and cut debt [2] - The company has divested several Canadian assets, including the Eleonore mine for approximately $795 million, the Musselwhite Gold Mine for $850 million, and its stake in Porcupine Operations for $425 million [2] Group 3: Current Operations and Share Repurchase - Newmont continues to operate the Brucejack and Red Chris mines in Canada [3] - The company announced a $3 billion share repurchase program in July during its second-quarter results [3] - Newmont will maintain its primary listing on the New York Stock Exchange and support listings on the Australian Securities Exchange and the Papua New Guinea Stock Exchange [3] Group 4: Delisting Approval - Newmont does not intend to seek security holder approval for the delisting, as shares are currently trading on alternative markets [4]

Summary of Greatland Resources (G8G) Conference Call Company Overview - Greatland Resources Limited is a mining company focused on gold and copper production, primarily operating in the Paterson province of Western Australia. The company owns the Telfer asset and the nearby Havron project, both significant in size and production capacity [2][3]. Key Financial Highlights - In the first seven months of ownership, Greatland produced 198,000 ounces of gold and copper, generating over $600 million in free cash flow [3]. - As of June 30, 2025, the company is debt-free with $575 million in cash [3]. - For FY '26, production guidance is set at 260,000 to 310,000 ounces of gold, with an all-in sustaining cost of $2,400 to $2,800 per ounce. This represents an 11% reduction in ounces and a 4% increase in costs compared to previous targets [3]. Resource and Production Capacity - Greatland has a resource base of over 10 million ounces of gold and 387,000 tonnes of copper [4]. - The company plans to conduct 240,000 meters of resource development drilling in FY '26, the most extensive drilling program in Telfer's 50-year history [4][22]. Historical Context of Telfer - Telfer is the third-largest gold processing center in Australia, with a history dating back to the 1970s [2][5]. - The site has undergone significant expansions and technological advancements over the decades, including the construction of a new mill and underground mining operations [10][12]. Strategic Vision and Operational Focus - Greatland aims to enhance productivity across Telfer and Havron, leveraging existing infrastructure to extend mine life and improve operational efficiency [17][19]. - The company emphasizes community engagement and has successfully renewed its mining lease, reflecting strong local relationships [18]. Competitive Advantages - Greatland is the only operating infrastructure provider in the Paterson area, giving it a monopoly advantage in processing capacity [19][20]. - The company is focused on life extension opportunities at Telfer and new discoveries in the region, which are seen as significant growth drivers [20]. Investment in Infrastructure and Technology - Greatland is investing in productivity improvements, including increasing underground development from 200 meters to over 400 meters per month [22]. - The company is refurbishing its open pit fleet and enhancing underground operations to ensure a robust mine plan [25][26]. Havron Project Potential - The Havron project is characterized by high-grade ore and is expected to benefit from existing Telfer infrastructure, making it a cost-effective development opportunity [31][32]. - Initial drilling results from Havron indicate a high yield of ounces per vertical meter, suggesting efficient mining operations [32][33]. Future Plans - A feasibility study for Havron is expected to be published in December 2025, with plans to potentially increase its capacity significantly [34]. - Greatland is exploring options to enhance its operational efficiency and reduce capital intensity through improved infrastructure and mining techniques [34]. Conclusion - Greatland Resources is positioned for growth with a strong asset base, significant cash reserves, and a strategic focus on operational efficiency and community engagement. The company is optimistic about its future production capabilities and the potential of the Havron project [34].