Financial Data and Key Metrics Changes - Newmont reported strong financial results in Q2 2025, with cash flow from operations reaching $24.4 billion and a record quarterly free cash flow of $1.7 billion, of which over $1.5 billion (90%) was generated by core managed operations [6][20][23] - The company generated $2.4 billion in adjusted EBITDA and reported an adjusted net income of $1.43 per share, with significant adjustments related to asset divestments and market gains [19][20] - Gold all-in sustaining costs for the quarter were $15.93 per ounce on a co-product basis, slightly below full-year guidance, while on a by-product basis, costs were $13.75 per ounce [18][19] Business Line Data and Key Metrics Changes - Newmont produced 1.5 million ounces of gold and 36,000 tonnes of copper in Q2 2025, aligning with full-year guidance [5][6] - Production from Cadia exceeded expectations due to higher-grade ore, while Penasquito's production is expected to shift from gold to a higher proportion of silver, lead, and zinc in Q4 [10][11] - Lihir showed steady production, but a decline is anticipated in the second half due to processing lower-grade material [12][13] Market Data and Key Metrics Changes - The company expects to generate approximately $3 billion in after-tax cash proceeds from its divestment program in 2025, with $470 million expected from recent asset sales [6][22] - Newmont's cash balance at the end of Q2 was $6.2 billion, significantly above the target of $3 billion [21] Company Strategy and Development Direction - Newmont's strategic priorities include strengthening safety culture, stabilizing operations, and executing capital returns to shareholders [4][6] - The company is focusing on internal capital allocation, primarily through share buybacks, rather than pursuing acquisitions [27][28] - The company is committed to maintaining a strong balance sheet while funding cash-generative organic projects and returning capital to shareholders [20][21] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the recent incidents at Red Chris but emphasized strong operational performance and commitment to safety [4][24] - The company remains on track to meet its 2025 guidance, with expectations of steady production and cash flow in the second half of the year [20][23] - Management expressed confidence in the ongoing optimization of operations and the potential for future growth through organic projects [10][66] Other Important Information - Newmont has retired $372 million of debt and returned over $1 billion to shareholders through dividends and share repurchases [7][22] - An additional $3 billion share repurchase program has been approved, doubling the total authorization to $6 billion [8][23] Q&A Session Summary Question: Capital allocation priorities regarding acquisitions - Management stated that the focus is on internal capital allocation, particularly share buybacks, rather than pursuing acquisitions [27][28] Question: Management changes and succession planning - Management confirmed that the interim CFO is capable and that the company is focused on leadership development, with no immediate concerns regarding succession [30][34] Question: Cash flow outlook and working capital impacts - Management indicated that free cash flow generation will remain steady, with expected increases in sustaining capital and reclamation spending impacting cash flow in the second half [36][39] Question: Production guidance and expectations for Cadia and Penasquito - Management explained that production is expected to decline in the second half due to lower grades, but they remain cautious and on track to meet guidance [71][72] Question: Updates on Tanami and Ahafo projects - Management confirmed that risks associated with the Tanami shaft works have been mitigated and that Ahafo North is on track for commissioning [75][78] Question: Status of non-core asset positions - Management categorized positions in Greatland Gold and Orla as non-core, indicating a focus on simplifying the portfolio [91] Question: Productivity improvements across the portfolio - Management highlighted opportunities for productivity enhancements at various assets, particularly at Lihir and Cerro Negro [96]

CGI Inc. (NYSE: GIB ) is a Canadian based IT consulting company with 94,000 consultants globally. I believe the company is more likely to face growth challenges due to its 13%+ revenue exposure to the U.S. federalAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than f ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

Michael Gan's goal was to blow up multiple homemade bombs in Manhattan, according to federal prosecutors. The 55-year-old, who was arrested in June, was indicted Tuesday on three explosives related charges. Authorities say he made at least seven improvised devices and brought them from Long Island to New York City.The NYPD says Gan had not been on their radar until receiving a tip. So this was a a matter of hours and important for the public to know that we follow leads not only thoroughly but incredibly qu ...

Associated Banc-Corp (ASB) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Company ParticipantsAndrew Harmening - President, CEO & DirectorDerek Meyer - EVP & CFOPatrick Ahern - EVP, Chief Credit Officer & President - Chicago MarketDaniel Tamayo - Vice PresidentTerry Mcevoy - Managing DirectorChristopher O'Connell - DirectorConference Call ParticipantsR. Scott Siefers - MD & Senior Research AnalystOperatorGood afternoon, everyone, and welcome to Associated Bancorp's Second Quarter twenty twenty five Earning ...

Associated Banc-Corp (ASB) Q2 2025 Earnings Call July 24, 2025 05:00 PM ET Speaker0Good afternoon, everyone, and welcome to Associated Bancorp's Second Quarter twenty twenty five Earnings Conference Call. My name is Alicia, and I'll be your operator today. At this time, all participants are in a listen only mode. We will be conducting a question and answer session at the end of this conference. Copies of the slides will be referenced during today's call and are available on the company's website at investor ...

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We're taking a look and uh it looks like it's about 3.1% billion. Went up a little bit or a lot. Uh so the 2.7% is now 3.1%.>> I'm not aware of that. >> Yeah, it just came out. >> Yeah.I haven't heard that from anybody at the Fed. >> It just came out. >> This came from us.>> Yes. I don't know who does that. >> You're including the Martin renovation.You just added >> our entire capital. You just you just added in a third building is what that is. That's a third building. >> It's a building that's being built ...

Scholastic (SCHL) Q4 2025 Earnings Call July 24, 2025 04:30 PM ET Speaker0Good day and thank you for standing by. Welcome to the Scholastic Reports Fourth Quarter and Fiscal Year twenty twenty five Results. At this time, all participants are in a listen only mode. After the speakers' presentation, we will open up for questions. To ask a question during the session, you will need to press 11 on your telephone.You will then hear an automated message advising your hand is raised. To withdraw your question, ple ...

Image source: The Motley Fool.Thursday, July 24, 2025, at 9 a.m. EDTCALL PARTICIPANTSChief Executive Officer — Nitin MhatrePresident — Sean GrayChief Financial Officer — Brett BrbovicChief Credit Officer — Gregory ZingoneNeed a quote from one of our analysts? Email [email protected]TAKEAWAYSOperating Net Income: $31.6 million for Q2 2025, up 14% from the first quarter and up 36% year over year.Operating Earnings Per Share: $0.69, up 15% from the first quarter and up 25% year over year.Operating Expenses: $6 ...