Newmont Mining Corporation
Newmont is the world's largest gold miner. It bought Goldcorp in 2019, combined its Nevada mines in a joint venture with competitor Barrick later that year, and also purchased competitor Newcrest in November 2023. Its portfolio includes 11 mines and interests in two joint ventures in the Americas, Africa, Australia, and Papua New Guinea. The company is expected to sell roughly 5.6 million ounces of gold in 2025 from its core mines after selling six higher-cost, smaller mines following the Newcrest acquisition. Newmont also produces material amounts of copper, silver, zinc, and lead as byproducts. It had about two decades of gold reserves, along with significant byproduct reserves at the end of December 2024.www.newmont.com
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Search complete. 285 mentions across 156 episodes found for "Newmont Mining Corporation".
Sep 12, 2026
David FinchGUEST
Nobody wants to own the problems in the, the rest of the portfolio, I guess.
David FinchGUEST
You know, does an activist come in, and do they get, do they g- does the company get split in two and Newmont buys the, the good bit? You know, there's so, there's so many scenarios that you could game here, but there's very little visibility on, on what actually happens in the end.
David FinchGUEST
So you can take the view, this is too complicated.
David FinchGUEST
I don't know what's gonna happen, so I'm not gonna invest in it.
19 MINS LATER
David FinchGUEST
So they're redoing the feasibility study.
David FinchGUEST
You know, it's gonna be off the charts CapEx to get this thing done, but you kind of expect to have a big investment to get a massive reward.
David FinchGUEST
You know, the question for, for, for Nova Gold is, you know, who has got this money? You know, the answer is that it's only probably Newmont or Agnico who could contemplate that.
David FinchGUEST
Uh, and that probably given the, you know, given the execution risks and the, and the size of the CapEx, probably the ideal thing would be a kind of joint venture like, like you see with the huge copper mines, right? So-
Jesse DayHOST
I'll bring up the latest or one of the recent editions of the MSA letter.
Jesse DayHOST
You've got a chart here on Newmont and Wheaton precious metals, talking about the big caps, gold, one of the biggest gold producers, the largest gold producer, and one of the biggest royalty streamers as well.
Jesse DayHOST
Why don't you walk us through this and what you're seeing there?
Michael OliverGUEST
Yeah, Wheaton is the biggest cap silver miner.
Michael OliverGUEST
And Newmont is the big gold miner, biggest cap gold miner.
Michael OliverGUEST
Now, gold just turned up at August 5th.
Michael OliverGUEST
And so did these guys.
Michael OliverGUEST
In fact, August 5th is like that first little day coming off the low there out of that little base you see on Newmont down there at around 95 bucks.
Michael OliverGUEST
But there's also two other markets you've got to look at.
Michael OliverGUEST
All your viewers need to go punch up a chart of Newmont Mining, NEM, biggest cap gold miner.
Michael OliverGUEST
And go to Wheaton Precious Metals, the biggest, largest cap silver miner.
Michael OliverGUEST
They didn't just go up sharply.
Michael OliverGUEST
And they're saying, I got to get into the monetary metals category.
Michael OliverGUEST
I'm not going to do it with juniors and buy 10 cent miners or something.
Michael OliverGUEST
I'm going to buy Newmont and Wheaton.
Michael OliverGUEST
There's a statement being made there is what MSA is arguing.
Ken ArmstrongGUEST
And Fraser was the head of global exploration with Newcrest Mining.
Ken ArmstrongGUEST
Newcrest was taken over by Newmont, I think a little over a year, a year and a half ago or so.
Ken ArmstrongGUEST
But Newcrest, before that happened, was really interested in Shelvelnose in West Haven.
Ken ArmstrongGUEST
And when the takeover happened, Fraser circled back to Ira and to Gareth and said, you know, I'm interested.
Matt MurphyGUEST
We're seeing interest in base metals too.
Matt MurphyGUEST
Newmont's preparing to sanction the Red Crisp Block Cave development.
Matt MurphyGUEST
You've got Anglo Tech that have committed to spend $4.5 billion over five years in Canada.
Matt MurphyGUEST
and at least 10 billion over 15.
James KirbyHOST
The King Kong of the sector, the Goliath of the gold sector was always Newcrest, and they somehow managed to sell themselves right smack before the best gold rally we saw for, whatever, 30 years.
James KirbyHOST
I mean, do you think that's true, first of all? I mean, Newmont is now the big one, right, because they bought Newcrest.
James KirbyHOST
Give, give us an idea of what the sector looks like.
James KirbyHOST
I mean, people who don't know it, they know BHP and Rio and Fortescue and Iron Ore.
James KirbyHOST
Give us a, a helicopter view of the stock picture that you look at every day.
Cameron JuddGUEST
Yeah.
Cameron JuddGUEST
I mean, look, you definitely have, I mean, we're classified as the senior producers, and that's probably anything above a million ounces a year, of which, you know, that's North America, predominantly North American, because you've got, as you mentioned, Newmont, Barrick, Agnico Gold, uh, et cetera.
Cameron JuddGUEST
Those sort of companies are producing well over a million ounces.
Anthony MargaritGUEST
So I think that's really helping things from a targeting perspective.
Anthony MargaritGUEST
Uh, and then, you know, I think we're eight holes into the Newmont trend at the south now.
Anthony MargaritGUEST
So, uh, the biggest part of, of what we're trying to accomplish in this phase of drilling at Mojave is to, uh, more pierce points into the bodies, grow our knowledge of the system, and get to the point where, yeah, we'll-- I think at the end of this program, the 3D model's gonna look pretty compelling.
Anthony MargaritGUEST
Uh, maybe by the time we get our next release out here with some more Dragonfly results, we'll, we'll see where we're at there and start to draw interpreted structures onto these, uh, to these sections that we're showing.
Trevor KelseyHOST
3.3. Too
Trevor KelseyHOST
low-hanging fruit to make a white joke about Newmont.
Trevor KelseyHOST
Yeah, we won't do it.
Trevor KelseyHOST
Okay.
Matt MurphyGUEST
We're seeing interest in base metals too.
Matt MurphyGUEST
Newmont's preparing to sanction the Redcrisp Block Cave development.
Matt MurphyGUEST
You've got Anglo Tech that have committed to spend $4.5 billion over five years in Canada.
Matt MurphyGUEST
and at least 10 billion over 15.
Matt SnodgrassHOST
signal on CPI.
Matt SnodgrassHOST
We did see BHP fall 4.9% in the US and Newmont down 2%, so that is going to weigh on our local materials space.
Matt SnodgrassHOST
Back to the US in a little bit more detail, we saw Microsoft trade the MAG7, I should say, broadly a little bit higher.
Matt SnodgrassHOST
We saw NVIDIA and Meta, the laggards, so NVIDIA down 2.2%, that weighed on the broader NASDAQ index.
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