newmont

Gold Miner Giants Clash: Newmont vs Barrick Over Nevada Joint Venture ⚒️

Mining rivals Newmont Corporation and Barrick Gold Corporation are publicly sparring over their massive Nevada Gold Mines joint venture — a key asset in North America’s largest gold mining hub. The dispute is adding uncertainty to Barrick’s strategic plans for a major spin-off or IPO of its North American assets.

• Newmont sent Barrick a formal “notice of default”, alleging mismanagement at the Nevada Gold Mines joint venture.

• The conflict threatens Barrick’s plan to list its North American gold portfolio later in 2026.

• Barrick holds a 61.5% controlling stake, Newmont 38.5%, but Newmont claims production and resource allocation issues.

• Despite strong Q4 results and dividends reported by Barrick, the disagreement over operations and governance could delay strategic moves.

Expert Insight:
This feud highlights how operational governance disputes between major partners can have broader implications for IPO timelines, asset valuations, and investor confidence — especially in a high-value joint venture like NGM.

#GoldMining #Newmont #Barrick #NevadaGoldMines #MiningNews $XAG $XAU $PAXG

StrikePoint Gold Expands Nevada Gold Play with Historic Como District Acquisition

Junior miner StrikePoint Gold Inc. has agreed to purchase 51 unpatented mining claims in the past-producing Como Mining District from a subsidiary of Newmont Mining Corporation — consolidating its Hercules Gold Project position in Nevada’s famed Walker Lane gold trend.

• 51 claim acquisition enhances Hercules property and Como Trend consolidation

• Historic surface samples show up to 166.6 g/t gold & 109.7 g/t silver (historical data)

• Deal includes staged payments — ~$300,000 over 36 months + milestone payments

• StrikePoint plans expanded exploration and drilling on newly acquired ground in 2026.

Expert Insight:
By folding past-producing ground into its Hercules portfolio, StrikePoint is positioning itself for a potential re-rating if drilling confirms a substantial gold system — a strategic move in one of North America’s most prolific gold corridors.

#StrikePointGold #Newmont #Exploration #Nevada #MineralResources $USDC $PAXG $XAU

🏆 Newmont 业绩超预期却遭抛售：黄金巨头为何遭遇“倒春寒”？
在全球地缘政治紧张（美伊局势升级）、金价站稳 $5000 大关之际，全球最大黄金开采商 Newmont (NEM) 发布了一份令人纠结的财报。
📊 2025年度亮眼数据：
总营收： 227 亿美元（大幅超预期）。每股收益 (EPS)： $6.89，完胜华尔街预测。平均销售金价： 飙升 45% 至 $3498/盎司。Q4 单季： 每股收益 $2.52，远高于预期的 $2.05。
📉 业绩这么好，为什么要抛售？
市场炒作的是“预期”。Newmont 下调了 2026 年的产量指引：预计开采 530 万盎司，低于 2025 年的 589 万盎司。产量下滑主要受澳大利亚森林火灾及矿区开发顺序调整的影响。
🎯 华尔街大行怎么看？
分析师们依然看好后市，纷纷上调目标价：
Jefferies： 目标价调高至 $158 (买入评级)。RBC Capital： 目标价 $125 (跑赢大盘)。共识预期： 平均目标价 $139.02，较当前仍有约 11% 的上涨空间。
💡 总结：
尽管面临短期产量下降的压力，但作为金价飙升（过去12个月上涨 71%）的最大受益者，Newmont 的战略地位依然稳固。在全球避险情绪激增的背景下，黄金资产仍是避风港。
注：以上内容不构成投资建议。投资有风险，入市需谨慎 (DYOR)。
#Newmont #黄金 #美股 #投资 #宏观经济

🟫 Newmont Pressures Barrick to Boost Nevada Output Before Planned IPO

Newmont Corporation, a major partner in the Nevada Gold Mines joint venture, is demanding that Barrick Mining improve operational performance at their Nevada assets before Barrick moves forward with an IPO of its North American mining business later this year. Newmont says any spin‑off must comply with joint‑venture agreements and protect shareholder value.

Key Facts:

• Newmont has raised concerns over underperformance and rising costs at the Nevada Gold Mines joint venture.

• The company says it may block or delay Barrick’s planned IPO unless issues are addressed and joint‑venture protections are respected.

• Barrick’s IPO would include a minority stake (10–15%) in North American assets, including Nevada, Fourmile, and Pueblo Viejo operations.

• Shares of both Newmont and Barrick have risen on the news as the dispute highlights value and operational challenges in the sector.

Expert Insight:
This standoff underscores the strategic importance of the **Nevada Gold Mines venture — one of the world’s most valuable gold assets — and shows how governance and performance issues can shape major IPO decisions in the mining space.

#Newmont #Barrick #IPO #NevadaGoldMines #MineralMarkets $XAG $XAU $PAXG

🏆 Top 5 Gold Mining Companies Leading the Industry in 2025
Global gold production & mining leadership amid record precious metal prices

Amid record high gold prices and strong demand, the world’s largest gold miners are scaling production, expanding strategically, and leading the industry in 2025. These companies dominate global output and have diversified operations across continents.

Top 5 Leaders:
Newmont Corporation (USA) – #1 global producer with ~5.47M oz output and major global footprint after acquiring Newcrest Mining.

Agnico Eagle Mines Ltd. (Canada) – Consistent second place with ~3.44M oz and strong ESG profile.

Barrick Gold Corporation (Canada) – Major diversified player (~3.03M oz) investing in exploration & digital mining.

AngloGold Ashanti (South Africa) – ~2.47M oz production with the fastest growth among top peers.

Zijin Mining Group (China) – Rapidly expanding producer (~2.13M oz) with aggressive M&A strategy.

• These 5 companies are responsible for a large portion of global annual gold output, benefiting from soaring gold prices in 2025.

• Production growth reflects operational efficiency, strategic acquisitions, and global diversification.

• Their global reach spans North & South America, Africa, Asia & Oceania, optimizing access to rich ore bodies.

As gold stays near historic highs, major miners’ production scalability and resource control position them as bellwethers of the sector—drawing investment interest from commodity and safe‑haven portfolios alike.

#Newmont #AgnicoEagle #BarrickGold #AngloGoldAshanti #ZijinMining $XAU $PAXG

توصية تداول قوية (قصيرة المدى):

السهم: Newmont Corporation (رمزه: NEM)
القطاع: تعدين الذهب

سبب التوصية:
في ظل التوترات التجارية العالمية والاتجاه نحو الأصول الآمنة، يشهد الذهب طلباً متزايداً، ما يعزز أداء شركات تعدين الذهب مثل Newmont.
السهم ارتفع +47.76% هذا العام، ويُتوقع استمرار الزخم خلال الساعات والأيام القادمة.

نقطة الدخول المقترحة: مع أي تصحيح بسيط نحو الدعم.
الهدف السعري القصير: من +3% إلى +6% خلال يومين.
وقف الخسارة: كسر الدعم السابق مع حجم تداول مرتفع.

تنويه:
هذه ليست نصيحة مالية مباشرة، بل تحليل فني واقتصادي مبني على بيانات السوق الحالية. قم باتخاذ قرارك بناءً على استراتيجيتك وإدارة المخاطر الخاصة بك.
#Newmont #Gold #NEM

🟡 Newmont (NEM) Stock Chart Update — Bullish Momentum Continues

Newmont’s (NEM) share price has shown strong bullish action recently, reaching new 52-week highs and outperforming many market peers as gold prices rally. The stock’s technicals reflect sustained upside momentum supported by solid earnings and investor interest.

Key Facts:

• NEM hit a 52-week high near ~$118.49, signaling strong breakout behavior on the chart.

• Technical indicators show a bullish trend with price above key moving averages (MA5 → MA200).

• Recent gold price strength has boosted mining names, with NEM among top sector performers.

Expert Insight:
Chart momentum and breakout patterns suggest the uptrend may persist, but near-overbought conditions mean traders should watch for short-term pullbacks. Long-term strength remains tied to gold price fundamentals and Newmont’s operational performance.

#Newmont #NEM #StockChart #GoldStocks #TechnicalAnalysis $PAXG $XAU

Barrick’s North America Spin-Off Dependent on Newmont Approval

Barrick Gold’s plan to spin off its North American assets via an IPO — including its Nevada Gold Mines stake, Pueblo Viejo, and Fourmile — cannot proceed without Newmont’s consent, according to regulatory filings and joint-venture agreements.

Key Points

📌 Approval Required: Under the joint-venture agreement, Barrick must offer its Nevada Gold Mines interest to Newmont before any third-party sale and obtain Newmont’s consent to move forward with the spin-off.

💰 Capital Needs: Barrick also needs Newmont to fund development of the Fourmile project, which is expected to be a key future asset in the new company.

📈 Strategic Timing: The spin-off plan follows corporate restructuring after leadership changes and ongoing investor interest in gold amid record-high prices.

Expert Insight
Barrick’s ability to unlock value through a North America IPO now hinges on cooperation with its joint‐venture partner. Newmont’s approval isn’t just procedural — it’s strategic, given its minority stake and veto rights.

#BarrickGold #Newmont #MiningIPO #GoldMarket #GoldStocks $XAG $XAU $PAXG

🚨 Barrick’s North America Spin-Off Hits a Strategic Roadblock ⛏️💥

Barrick Gold’s plan to spin off its North American assets via an IPO isn’t a green light yet — it depends entirely on Newmont’s approval. Regulatory filings and JV agreements make it clear: this isn’t optional.

What’s really going on 👇
📌 Newmont Holds the Keys
Under the Nevada Gold Mines JV, Barrick must first offer its stake to Newmont before any third-party deal. On top of that, Newmont has veto rights over the spin-off structure.

💰 Funding the Future
The Fourmile project — a major growth asset — also needs Newmont’s capital commitment. No funding, no clean IPO story.

📈 Why Now?
This move comes after internal restructuring and leadership changes, with gold at record highs and investor appetite for quality mining assets heating up.

Big Picture
This isn’t just a checkbox approval. Newmont’s decision will shape whether Barrick can unlock value or stays boxed in.
The minority partner suddenly has major leverage — and the market is watching closely.

#BarrickGold #Newmont #MiningIPO #GoldMarket #GoldStocks

$XAU $XAG $PAXG

📰 Illegal Miners Invade $4.8B Newmont Gold Project in Peru

Illegal gold miners have reportedly entered a $4.8 billion Newmont-operated gold site in Peru, raising serious concerns over security, environmental damage, and operational disruptions.

• Illegal miners detected at a major Newmont gold project valued at $4.8B

• Highlights growing risks from unauthorized mining and weak enforcement

• Could impact production timelines, costs, and investor confidence

Rising illegal mining activity is becoming a material risk for large gold producers, especially in resource-rich regions with regulatory and security challenges.

#GoldMining #Newmont #PreciousMetals #MiningNews #Commodities $PAXG

🟡 Why ASX 200 Gold Shares Like Newmont & Northern Star Could Keep Rising in 2026

Leading gold stocks in the ASX 200 — including Newmont and Northern Star — have delivered very strong gains, and analysts cited by The Motley Fool Australia believe the gold bull market still has momentum. With gold prices up sharply and macro uncertainty supporting safe‑haven demand, these names could continue outperforming in 2026.

Key Facts:
📈 Gold surge: Gold price is up about 72 % over the past 12 months, far outpacing the ASX 200’s 7.7 % gain.

🟡 Big miner gains: Over the last year:
• Newmont shares up ~161 %
• Northern Star ~58 %
• Evolution Mining ~143 %
• Genesis Minerals ~168 %
• Westgold ~152 %
(All above ASX benchmark performance.)

Bullish outlook: Analysts see continued gold demand driven by central bank buying, geopolitical risk, and currency concerns — factors that often benefit gold miners.

Expert Insight:
Market strategists like Webull Securities and Schroders highlight that gold’s rise is driven by risk and uncertainty dynamics rather than pure greed, meaning traditional stocks may lag while gold and its miners shine. Some investors and ETF analysts even see gold potentially topping US $5,000/oz in 2026, which could further support earnings for major gold miners.

#ASX200 #GoldStocks #Newmont #NorthernStar #Investing2026 $PAXG $XAU

🟡 NEWMONT (NEM) — ANALYSTS HAVE MIXED VIEWS

📈 Latest analyst sentiment on Newmont Corporation (NYSE:NEM) shows mixed but important views from major brokerages about the gold miner’s outlook — a blend of bullish and cautious perspectives.

• UBS and RBC Capital have raised price targets and maintained Buy ratings, citing the ongoing gold rally and continuing demand from investors and central banks.

• BNP Paribas Exane has downgraded Newmont to Neutral, trimming its price target after strong gains, suggesting more limited near‑term upside.

• This mixed view reflects diverging analyst expectations — some see long‑term strength from higher gold prices, while others are cautious after NEM’s recent run.

Market Context • Newmont’s share price has surged significantly this year as gold prices climbed, but some analysts point to valuation concerns and potential consolidation after rapid gains.

• Overall consensus remains tilted toward Buy, but with wide target ranges and variance in confidence levels among analysts.

#Newmont #NEM #GoldStocks #AnalystViews #MixedSentiment $XAU

💰 Gold Stock Showdown: AU vs NEM – Which to Buy?

Gold investors are weighing AngloGold Ashanti (AU) against Newmont (NEM) as gold prices stay elevated. Here’s what to know:

AU (AngloGold Ashanti): Strong recent acquisitions, record free cash flow (~$920M), and higher growth forecasts. Stock has surged ~297% in the past year.

NEM (Newmont): Largest global gold producer, steady cash flow (~$1.6B), but recent production dips and slower growth momentum.

Expert Insight: While both benefit from high gold prices, AU’s stronger growth outlook and relatively cheaper valuation make it the more compelling play right now.

#GoldStocks #AngloGoldAshanti #Newmont #AUvsNEM #WriteToEarnUpgrade $PAXG $XAU