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Newmont Corporation (NEM)

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61,25+0,03 (+0,05%)
Alla chiusura: 04:00PM EST
61,36 +0,11 (+0,18%)
Preborsa: 05:43AM EST
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  • J
    Joe
    First Majestic Silver Corp.
    I'd like to understand thinking on buying this pig vs #NEM. Newmont, essentially flat for year when adding in dividend. First Majestic, which is now a gold & silver miner is down 20% past 52 weeks. What are buyers seeing here that they don't see in Newmont. And, they actually make money and produce more silver than First Majestic produces in both their gold and silver.
  • J
    Joe
    First Majestic Silver Corp.
    You want safe dividend at same time owning a miner? Buy #NEM (3.2%) or base miner #BHP (10%). Don't buy a penny miner like #GORO, which only has about 7 years of mine life(s) left, where #NEM & #BHP have 30-70 years of mine lifes....don't listen to modern day boilerplate operators.
  • R
    RAJIB
    Barrick Gold Corporation
    $NEM up almost 2% today and we are not even 0.2%.
  • F
    Freesurfin
    As $Gold crashed in October -November, 1978, $NEM was 18% below its IPO price of a decade earlier. Many rational investors dumped their shares by then. Newmont would go on to 4X shortly after. Eldorado Gold is holding value.
  • b
    better
    $AUY conversation
    The perfect storm of 'tailwinds' for a higher gold price and higher prices for miners:

    - more stimulus coming in every country of the world
    - likely Democratic win in US election means lots more US money-printing
    - negative bond yields
    - rich equity valuations
    - low energy costs
    - US-China trade war
    - Trump sending troops into American streets
    - Israel hitting Iran w/ rockets
    - Lebanon and Venezuela collapsing leading to regional instability
    - declining gold production since 2012
    - supply squeeze from Q2 mine shutdowns
    - big gap in company valuation per ounce of gold produced for majors, mid-tiers, and juniors suggesting a busy M&A season is just around the corner

    what am I missing?

    #NEM #AUY #GPL #TPRFF #FGOV #LRTNF #TDRRF
  • D
    D
    $AUY conversation
    "Stand For Delivery" Are the most feared words for the short sellers of futures contracts. With the Federal reserve monetizing $120 billion per month and a fresh $1.9 Trillion stimulus package about to pass, gold and silver are about to take another leap higher. With or without the reddit/Robinhood traders the price is likely to explode. It will be faster with them! ;-)
    I prefer the mining stocks as they are leveraged to the metal and most are trading at depressed levels even though they are immensely profitable. My favorites are: AUY and KL, some of the others in this sector are also great buys. Not at all interested in GLD or SLV as they are paper hangers...

    $AUY $KL $NEM $ABX $EGO $AG $AU $SLV $GLD $AAL $GOLD $KGC $IAG $PSLV $PHYS
  • D
    D
    $AUY conversation
    Significant news for Glencore, Newmont and Yamana Shareholders: On February 26th Lundin announced that it would commence construction on its $3.09 billion Josemaria, coppper/gold/silver mine in Argentina next year. Commissioning will be in 2026. No large scale copper/gold/silver mine has been approved in Argentina since Alumbrera (now part of MARA) in 1995. This marks a huge milestone for the valuation of the MARA project as approval is now far more likely by the Argentine government. MARA is jointly owned by Glencore 25%, Newmont 18.75% and Yamana 56.25% and is the sixth largest undeveloped Copper/ Gold/Silver/Molybdinum/Rhenium prospect in the world.

    $NEM $GLNCY
  • b
    better
    $AUY conversation
    New ATH is in! We just smashed through the 2011 record w/ confidence and w/o slowing down for one minute! Cheers to all of the longs who are watching tonight!

    My Favorite Major Producer: #NEM
    Producers w/ Re-Rating Potential: #AUY #GPL #TPRFF
    Mine Starting-up Later this Year: #LRTNF
    Exciting Exploration Stories: #TDRRF #FGOV
  • b
    better
    $TPRFF conversation
    Based on the 2nd quarter earnings call:
    * the Company has upgraded its 2020 annual production guidance to a range between 218k - 226k ounces of gold (this is an increase from the prior consensus estimate of 210k ounces; with 104k ounces produced in H1, this means 114k-122k ounces will be produced in H2)
    * The AISC has risen slightly w/ covid and shutdowns, but this appears to be a one-time hit, and at $1,045 per ounce in H1 it continues to be very attractive relative to other gold mines globally
    * Based on my quick calculations, with this production guidance and ASIC, the Company could recognize $215m++ of revenue and $100m++ of earnings in the second half of 2020! wow!)
    * The company has declared a dividend for the first time, and in the call with management they discussed the potential to increase the dividend in the future with all of the cash they are hauling in
    * According to the call with management, the Company is on track to increase tonnage of ore processed by approx. 20% at two of its plants in H2
    * The Company is on track to build Colombia’s next gold mine, Caldas Gold, which will also increase production in the future
    * The Company’s balance sheet remained solid with total cash of $87.7 million at the end of June 2020 and further reduction in the aggregate principal amount of Gold Notes outstanding to $41.3 million; once the Gold notes are paid down the Company will become more profitable

    The company is severely undervalued relative to its production and growth in production and earnings ahead. If it were valued like #GOLD or #NEM then then 220k ounces of production would be valued at $2.2B. Instead, it trades at a market cap of $300m. Thus, there is enormous re-rating potential.

    Buy, buy, buy!
  • b
    better
    $AUY conversation
    Yellen begins her term with a strong stance against cryptocurrency, likely an inflection point in the markets and a bullish moment for gold and silver.

    https://finance.yahoo.com/news/janet-yellen-says-cryptocurrencies-concern-182027396.html

    #gold #auy #kl #nem #ae #wpm #hl #ag
    Yellen made the remark during her Senate confirmation hearing Tuesday.
    Yellen made the remark during her Senate confirmation hearing Tuesday.
    finance.yahoo.com
  • F
    Freesurfin
    The recent 60% allowed rise in premium by the Shanghai Gold Exchange pertains only to international trading of 12.5kg 995 bars of gold…the exact same bars that are considered good for LBMA standards, where the paper futures price is shorted to hide inflation. China wants true gold price, as they are the largest producer and holders on earth. $GDX $GDXJ $GC $GOLD $NEM
  • R
    Robert
    pebble has as much gold (if not more) than newmont $NEM DOES IN ALL ITS MINES. What does newmont trade for? Over $60+ a share. Take this into account PLUS all the copper, silver RHENIUM, etc.
  • b
    better
    $AUY conversation
    @Michael if there is a real financial crisis like 2008, then I agree the miners could tank too. But if the market simply drifts downwards 10-20% or goes sideways w/ Fed applying stimulus shock therapy to try and resuscitate an economy that is flagging due to covid lockdown and economic stagflation, then I do not think the miner's will fall.

    Look at the last two days: the markets were down and yet the metals and the miner's both held strong! I believe this is a sign of what is to come the next 24 months!

    Gold was top of the headlines today in Barron's, Yahoo, WSJ, NYT, Fortune, etc. -- it is coming into vogue again!

    Miner's like #AUY and #NEM will start to generate massive cashflows in H2, and traders will start to view them as a kind of 'Fort Knox', and they will become the strongest stocks in the market! Cash is king in troubled times!

    Yamana could be a $20 stock if gold keeps climbing!
  • b
    better
    $NEM conversation
    I just watched the #DX-Y.NYB fall from 92.74 to 92.64 over the past 10 mins (wow!) I suspect FMV for the #DX-Y.NYB is 70 or 80 based on historical patterns, and if/when it goes there then gold will be north of $2500, imho. My calculus is as follows: when the #DX-Y.NYB fell from 100 (April 1st) to 93 (July 30th) -- a drop of 7 points over four months -- gold rose from $1620 to $1970 -- a rise of $350 per oz. So, if this highly correlated historic relationship b/w the DXY and the price of gold holds, with the same calibration of relative unit pricing witnessed over the past four months, then, projecting forwards... when the #DX-Y.NYB falls from 93 to 86 (ie. 7 points), gold will rise from $1970 to $2320.... and when the DXY falls from 86 to 79 (ie. another 7 points) then gold will rise from $2320 to $2670. Could this happen before end of 2020? Aug, Sept, Oct, Nov -- well, thats four months, and we have a month to spare in case the trend slows. Will this trend hold? I almost can't believe it myself, but it is what we are looking at. I just sold all of my #TSLA and #AAPL, and I'm long #NEM, #AUY, and #LRTNF to ride this trend.
  • P
    Peter
    $EGO conversation
    Eldorado always releases news on Tuesday/Thursday April 6th, April 8th:
    1. Eldorado Gold Announces First Quarter 2020 Preliminary Production Results and Conference Call Details, as expected production has been very good for months of January to March without any interruptions at any miners, gold price of sales will be well over $1800 and also support strong revenue
    2. Eldorado Gold and QMX Gold Complete Plan of Arrangement
    3. Approval of technical report Skouries mineEIA
    will there be takeover of $ego by major gold miner I do believe is very strongly $nem $gold $aem
  • c
    charles
    $EGO conversation
    MEMO: FOMC members insider trading during tumultuous but opportunistic 2020 was not great shocker. Covid 19 brought great human challenges but mostly great opportunities to invest and dominate. Eldorado Gold (EGO:NYSE ELD:TSX) is about to be re-rated higher in the short-term as Greek assets-counting for over 50% of current NAV-and somehow forgotten legacy style Lamaque mine and surrounding assets in Canada expanding at rapid pace. Precious metals washout is officially over. Quarter 3 reporting period majority of producing miners consensus will have stronger H2 with surprises on the upside regarding R&R statement eoy and overall liquidation level valuations offering discounts in share price not seen since start of pandemic. M&A has picked up in mining sector recently and will continue to accelerate in Australia, North America, Canada-too many players. M&A arbitrage with Eldorado Gold rated #1 most likely takeover target in Canada due to current extreme discount in share price and billions in NAV to be unlocked in the short term. Eldorado will release an updated feasibility study for Skouries mine ($250 AISC gold/copper) in Q4.
    $GDX $GXXJ $EGO $ELD $BTG $HMY $IAG $AUY $KL $AEM $NEM $GOLD $FNV
  • b
    better
    $AUY conversation
    Market sold off but the price of physical silver and gold are holding strong! That likely means another leg up for silver and gold once the markets go up again tomorrow. Buy your miners now! #AUY #HL #NEM #WPM
  • b
    better
    $AUY conversation
    The events of the past 24 hours — Dems taking control of the Senate and the US Capitol insurrection — could well be the trigger that sets off the next 2-3 month long gold & silver rally! #GOLD #AUY #AE #WPM #NEM #KL
  • F
    Freesurfin
    $NUGT conversation
    Listen to billionaire PM investor on Sprott Money News podcast today's show Sept 27. "This down week for PM's is related to market rigging for Q3 end and weekly option expiration. "
    The FED and other central banks cannot stop printing. QE to infinity means HARD ASSETS like gold and income property are the best hedges against inflation. Full stop! Own PMs, income property and well-run miners to beat the system.
    Former gold trader on CNBC recommended $NEM as his best buy today "gold is going to have a big week next week"
    Gold to $1,700 & silver to $20 within 60-90 days. $NUGT $EGO $EXK $PAAS $SIL $USLV $CDE $GOLD $PVG $SAND $SPOX
  • A
    Anonymous
    $GOLD conversation
    Today’s prices vs 6 months ago:

    Spot is 1.8% higher
    $NEM is 1.78% lower
    $GOLD is 14.66% lower
    $BTG is 17.97% lower

    There is a disconnect, as the financials of each of these three companies has only improved over this time (less debt, record revenues). Good deals abound. Free money on the table. It’s a matter of time before investors start to care about fundamentals again and companies with such value become kings of the Street.