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Newmont: A Strong Buy Amid Market Misunderstanding

  • Newmont closed 2025 in a very strong financial position. This gives it enough financial strength and visibility to navigate its planned temporary production slowdown comfortably. 

 

  • Its growth drivers are real and already sequenced. 

 

  • NEM trades at a discount to its peers despite delivering higher ROE than its two closest peers. 

 

  • NEM faces risks like any other company. But I think none of them is structurally threatening to this thesis, especially at current gold prices and with $11.6 Bn in total liquidity on the balance sheet. 

 

  • Gold nuggets scattered on a wooden surface, reflecting light. The background features a dark, textured wood pattern, creating a rich, luxurious mood.
    Source: Unsplash.com

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