Aperçu de Newmont Corporation
Résumé de l'entreprise
Newmont Corporation est reconnue comme le premier producteur d'or au monde, avec un portefeuille diversifié couvrant l'Amérique du Nord, l'Amérique du Sud, l'Australie, l'Afrique et l'Asie. Basée à Denver, dans le Colorado, Newmont est un acteur clé du secteur minier mondial, se concentrant sur la production d'or et de cuivre. Les opérations de l'entreprise mettent l'accent sur des pratiques minières durables et responsables, visant à créer une valeur durable pour les actionnaires et les communautés.
Direction
Le leadership exécutif de Newmont est ancré par le président-directeur général Tom Palmer, qui a dirigé la transformation stratégique de l'entreprise depuis 2019. L'équipe comprend des experts de l'industrie chevronnés tels que Natascha Viljoen (directrice des opérations), apportant plus de 30 ans d'expérience opérationnelle ; Karyn Ovelmen (directrice financière), supervisant la résilience financière ; et Peter Toth (directeur de la durabilité et du développement), pilotant l'optimisation du portefeuille et la décarbonisation. Ce groupe met l'accent sur la sécurité, l'excellence opérationnelle et la discipline financière à travers le portefeuille mondial de Newmont.
Projets
La pipeline de projets de Newmont privilégie les actifs à marge élevée et longue durée :
Ahafo North (Ghana) : Sur la bonne voie pour le premier lingot d'or au S2 2025, ajoutant ~300Koz/an initialement.
Extension Tanami 2 (Australie) : Prolonge la durée de vie de la mine au-delà de 2040, augmentant la production de 150 à 200Koz/an.
Extension Cerro Negro (Argentine) : Fait progresser le potentiel du district par le développement souterrain.
Coentreprises : Comprend Galore Creek (cuivre-or, Canada) et Norte Abierto (or-cuivre, Chili), renforçant l'exposition au cuivre.
L'entreprise a récemment cédé six actifs non stratégiques (par ex., Akyem, CC&V) pour se concentrer sur ce portefeuille de premier plan.
Situation financière
Newmont présente une solide santé financière :
Liquidité : 8,8 milliards de dollars de liquidités totales, dont 4,7 milliards de dollars de trésorerie (T1 2025).
Flux de trésorerie : Flux de trésorerie libre record au T1 2025 de 1,2 milliard de dollars, tiré par des prix de l'or moyens de 2 944 $ l'once.
Dette : Réduite de 1,0 milliard de dollars YTD 2025 à 7,8 milliards de dollars, visant une nouvelle désendettement.
Retours aux actionnaires : 1,0 milliard de dollars retourné via des dividendes (0,25 $/action) et des rachats d'actions en 2025.
L'entreprise ne présente aucune préoccupation de trésorerie négative, les cessions générant 2,5 milliards de dollars de produits nets au S1 2025.
Plans à court terme
Atteindre les objectifs de 2025 : production d'or de 5,6 Moz à un coût tout inclus de 1 620 $ l'once.
Accélérer Ahafo North et faire progresser l'Extension Tanami 2.
Optimiser les opérations après l'intégration avec Newcrest, visant 500 millions de synergies.
Continuer la réduction de la dette et les retours aux actionnaires.
Stratégie à long terme
Optimisation du portefeuille : Se concentrer sur les actifs "Tier 1" (mines avec >500Koz/an, durée de vie >10 ans, quartile de coût inférieur).
Croissance du cuivre : Tirer parti des coentreprises (par ex., Wafi-Golpu, Nueva Unión) pour se développer dans le cuivre, visant 25% du chiffre d'affaires d'ici 2030.
Décarbonisation : Faire progresser des projets comme la Ferme éolienne Hotham (Australie) pour atteindre les objectifs de neutralité carbone d'ici 2050.
Exploration : Prolonger la durée de vie des mines grâce à des extensions de district à fort potentiel (par ex., Tanami, Cerro Negro).
Aperçu récapitulatif
Newmont, premier producteur d'or au monde, a rationalisé son portefeuille en une collection de premier plan d'actifs de premier rang suite à son intégration avec Newcrest et à son programme de cession de 4,3 milliards de dollars. Financièrement disciplinée, avec une liquidité et un flux de trésorerie leader dans l'industrie, l'entreprise équilibre l'exécution de projets (Ahafo North, Tanami), une croissance axée sur le cuivre, et des retours aux actionnaires. Soutenue par une équipe de direction expérimentée et une stratégie claire d'allocation du capital, Newmont est positionnée pour une production durable et à faible coût, et une création de valeur à long terme sur des marchés de l'or et du cuivre favorables.
Join Kevin Dwyer, a seasoned stock trader, and Robynne Eaton, an entrepreneurial filmmaker, in 'The Mine$tockers' as they embark on a thrilling international quest. Venturing into rugged and often perilous mining territories, they investigate publicly traded mining companies, from gold to base metals, seeking profitable investments and making critical investment decisions.
Their journey digs deep into the lives of local communities and complex relationships between mining operations, environmental stewardship, and Indigenous peoples. With insights from geologists, experts, and Indigenous partners, Kevin and Robynne evaluate each company's environmental and social governance, revealing the intricate balance of industry standards and ethical practices.
Travel alongside them in diverse modes, from RVs to seaplanes, as they uncover the hidden stories and histories of the mining world, offering a unique perspective on the challenges and beauties of the global mining landscape.
But the adventure doesn't stop with watching - viewers can dive into the action themselves with the Mine$tockers Fantasy Trading Pool. This immersive experience allows you to create your own trading portfolio with $100,000 in fantasy bucks and compete against the Mine$tockers throughout the season. The stakes are high: half of the growing cash prize pool goes to the top-performing trader, while the other half is earmarked for a charity of the Mine$tockers' choice. However, if the Mine$tockers themselves clinch the top spot on the scoreboard at season's end, the entire prize pot will be donated to charity. It's not just about watching investments unfold - it's about testing your own trading mettle in this high-stakes, real-time challenge.
Robynne Eaton
Veteran Filmmaker Explores the Mining World
With over 20 years of experience in the film industry as both a producer and actor, Robynne Eaton brings her keen eye and storytelling expertise to Mine$tockers. She'll investigate the history surrounding ESG (Environmental, Social, and Governance) practices and help tell the story of the mining world through her unique perspective.
Unearthing the Details
Robynne's passion for uncovering the truth shines as she delves into the intricacies of mining operations. Her professional film production background and engaging personality allow her to present an unbiased and captivating view of the industry.
Kevin Dwyer
Street Savvy
Former Bay Street trader, Kevin Dwyer, has transitioned from his role as an over-the-counter stock trader in the resource sector to a private investor and adventurer. He now visits mining properties to gain firsthand insights.
Smart Investments
The Mine$tockers believe in making informed investment decisions in the mining industry. They carefully evaluate established and up-and-coming mining stocks, interact with local communities and base their trades on their findings.
Adventure Seeker
With a wealth of experience in the great outdoors, Kevin has traveled to diverse destinations, from the northern wilderness to the southern deserts. He is an avid sportsman, hiker, and adventurer.
Bali(Blue Frenchie)
Where's the Beef?
MineStocker Bali loves to get details of lunch firsthand.
Mines & Travel
Bali will examine the local food highlights while checking out local canine!
Bali Meets The Miners
Who are the people on-site, in the mine office as well as in town? Meet them with Bali, see them from her eyes.
World Travel
Bali has traveled to many fantastic and exciting places for lunch and will lead the way!
Mine$tockers Mission
The Project Mission
Our mission is to serve the global investor by providing high-quality, distinctive information that informs, educates, and entertains. In addition, we exemplify investing in the resource sector to participate in the Green Revolution for personal profit and to benefit our Foundation.The Foundation
Using donations and investment profits donated from the MineStocker show, the MineStocker Foundation aims to offer educational scholarships to young individuals with a keen interest in geological or environmental studies.
Mine$tockers ESG
We believe that getting our ESG proposition right is the right thing to do and will help us with higher value creation.
The Challenge
Like all businesses, are closely linked to environmental, social, and governance (ESG) issues. Despite the ESG difficulties in operating in many developing and emerging countries, we aim to advance sustainable, fair, and diverse communities through engaging entertainment and technology solutions. This dedication encompasses every aspect of our business, including project development, investment management, and stakeholder engagement.Given the pressing global challenges such as climate change, pollution, inequality, and poverty, it is more crucial than ever for responsible businesses like ours to prioritize ESG in their operations. Investors and the public see ESG considerations as a means of gaining a comprehensive view of the companies they invest in. Therefore, Mine$tockers will assess and disclose the ESG of each business we encounter before making any investments.
Summer of 2024
Explore the coming mining boom that's going on in one of the world's mining locations.
Future locations include Nevada, Arizona, northern Ontario, British Columbia, The Yukon, and Argentina, to name a few.
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The content provided on this website and in Mine$tockers episodes is for informational purposes only and should not be considered as an offer, solicitation, recommendation, or determination by Mine$tockers Inc. for the sale of any financial product or service or the suitability of an investment strategy for any investor.
Investors are advised to consult a financial professional to determine the appropriateness of an investment strategy based on their objectives, financial situation, investment horizon, and individual needs. This information is not intended to serve as financial, tax, legal, accounting, or other professional advice, as such advice should always be tailored to individual circumstances.
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Natural resources investments are generally volatile, with higher headline risk than other sectors. They tend to be more sensitive to economic data, political and regulatory events, and underlying commodity prices. The prices of natural resources investments are influenced by factors such as the costs of underlying commodities like oil, gas, metals, and coal. These investments may trade on various exchanges and experience price fluctuations due to short-term demand, supply, and investment flows.
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Mine$tockers Inc., its affiliates, family, friends, employees, associates, and others may hold positions in the securities it covers. Some of the companies covered may be paying clients of the production.
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