Gold.com Q2 2026 Earnings Call Transcript
Gold.com (Barrick Mining) reported strong Q2 2026 earnings with gold production 3% above guidance and adjusted EPS of $0.82. The company announced a significant $4 billion agreement with Newmont covering Fourmile, Mike, and Fiberline assets, aiming to optimize Nevada Gold Mines. Barrick also maintained its 2026 production and cost guidance and is on track for a North American gold-asset IPO by year-end, with plans to return the majority of net proceeds to shareholders.
Newmont Corporation Stock (NEM) Moved Up by 3.18% on Aug 21: What Signal Does It Send?
Newmont Corporation (NEM) stock increased by 3.18% on August 21, driven by strong spot gold prices, increased market demand, and favorable analyst commentary. The rally was fueled by lower long-term bond yields and a weaker U.S. Dollar Index, making gold more attractive, alongside positive company-specific fundamentals like strong operational margins and successful capital expansion projects. While technical indicators suggest strong momentum, potential risks include overbought conditions, insider share sales, and possible production guidance cuts.
Ternium SA Stock (TX) Opened Up by 5.46% on Aug 21: A Full Analysis
Ternium SA (TX) stock opened 5.46% higher after Morgan Stanley upgraded its rating from Equalweight to Overweight and significantly raised its target price. This upgrade is driven by an improving North American trade environment, expected reductions in US Section 232 tariffs on Mexican steel, and anticipated increases in Mexico's own steel tariffs. The company's declining capital expenditures, expanding operating margins, and strong recent earnings, which beat consensus estimates, are also contributing to a bullish market sentiment and increased free cash flow generation.
Southern Copper Corp Stock (SCCO) Opened Up by 7.18% on Aug 21: Drivers Behind the Movement
Southern Copper Corp (SCCO) stock surged by 7.18% due to a strong rally in industrial metal markets, particularly copper, driven by high demand from AI infrastructure, global power grid modernization, and energy transition initiatives. The company's record quarterly financial results, increased cash dividends, and robust cash generation capabilities bolstered investor confidence. Technical indicators also signaled a buy for SCCO, despite some analyst caution regarding valuation premiums.
Freeport-McMoRan Inc Stock (FCX) Opened Up by 7.17% on Aug 21: Key Drivers Unveiled
Freeport-McMoRan Inc (FCX) stock surged by 7.17% on August 21, driven primarily by a rally in benchmark copper futures, strong quarterly financial results surpassing expectations, and positive analyst ratings. The company also benefits from structural long-term demand for copper due to global electric power grid expansions and clean energy infrastructure. Technical indicators suggest a buy signal, while fundamental analysis highlights its significant revenue and profit within the Mineral Resources sector.
Newmont stock holds near 52-week high as Q2 2026 cash flow surges
Newmont stock is trading near its 52-week high in August 2026, driven by strong Q2 2026 earnings, record free cash flow, and firm analyst support. The company exceeded EPS expectations, generated $2.2 billion in free cash flow, and returned $1.9 billion to shareholders. Institutional investors continue to show interest, and a recent reset of the Nevada Gold Mines joint venture is expected to unlock further value.
Danske Bank A S Invests $16.82 Million in IDEX Corporation $IEX
Danske Bank A S has significantly invested in IDEX Corporation (NYSE:IEX), purchasing 74,100 shares valued at approximately $16.82 million, representing 0.10% of IDEX's total stock. This investment comes amidst various other institutional activities, including new positions by several hedge funds and a recent insider stock sale by CAO Lisa M. Anderson. Analyst ratings for IDEX are largely positive, with a "Moderate Buy" consensus and an average target price of $260.80, supported by the company's strong Q2 earnings, revenue beats, and positive earnings forecast revisions.
Gold Royalty Targets 60% 2026 Growth, Eyes 30,000 Gold Ounces by 2030
Gold Royalty (NYSEAMERICAN:GROY) anticipates substantial growth, projecting a 60% increase in gold equivalent ounces by 2026, reaching 7,500–9,300 ounces, and aiming for approximately 30,000 ounces annually by 2030. This growth is expected to come from operating and financed assets, not from single early-stage projects. The company also maintains a strong financial position with $200 million in available capital and is considering share buybacks or dividends by 2027.
Newmont Corporation (NEM) Appoints Former BHP CFO Peter Beaven to Board of Directors
Newmont Corporation has appointed Peter David Beaven, former Group CFO of BHP, as an independent director and member of its Audit Committee, effective September 1, 2026. Beaven brings over three decades of global mining and financial leadership experience, including senior roles at BHP and investment banking. This appointment aims to strengthen Newmont's board with seasoned expertise in the global mining sector.
Osisko Gold clears key loan hurdles, but $350 million remains pending
Osisko Gold Group has amended its US$450 million senior secured project loan credit facility with Appian Capital Advisory, reducing interest margins and extending the option to pay interest in kind. Critically, Appian confirmed the satisfaction of key technical conditions for the remaining US$350 million undrawn portion, including successful Lowhee Zone infill drilling and ore sorting programs, de-risking access to this capital. The company's Cariboo Gold Project in British Columbia is the beneficiary of this financing, aiming to advance it toward construction readiness.
Anglogold Ashanti PLC Stock (AU) Moved Up by 5.05% on Aug 20: What Investors Need To Know
AngloGold Ashanti PLC (AU) stock rose by 5.05% on August 20, driven by favorable macroeconomic conditions, high gold prices, and strong corporate performance. The company achieved net cash status, significant earnings growth, and robust shareholder returns, contributing to increased investor interest. Technical indicators suggest a buy signal, though the stock is approaching overbought conditions.
H.C. Wainwright raises DRDGOLD stock price target on strong results
H.C. Wainwright raised its price target on DRDGOLD Ltd. (NYSE:DRD) to $35.00 from $33.00, maintaining a Buy rating, following the company's strong fiscal 2026 results. DRDGOLD reported a 42% year-over-year revenue increase to R11,159M and an 89% year-over-year improvement in earnings, exceeding production guidance. The company plans to fund its Vision 2028 capital program and continue dividend payments out of cash flow.
Newmont stock jumps on gold's latest surge
Newmont stock surged by 7.93% following a significant increase in gold prices, which topped $4,500 an ounce. The company's strong Q2 2026 adjusted earnings of $2.10 per share, alongside a substantial free cash flow of $2.2 billion, demonstrate its ability to convert higher gold prices into strong financial performance. This rally is seen as more than a short-term momentum trade, driven by Newmont's profitable gold production across multiple regions.
Precious Metals Stocks Rally Broadly, Wheaton Precious Metals’ Low-Cost Model Stands Out
Precious metals stocks, including Wheaton Precious Metals (WPM), rallied sharply due to a U.S. Treasury Department announcement to expand long-term bond buybacks, which decreased bond yields and increased the appeal of non-yielding assets like gold. Wheaton Precious Metals, a metal streaming company, saw its share price surge over 11% due to its low-cost model and expanded profit margins from high gold prices. However, the sustainability of this rebound is questioned due to ongoing inflation concerns and potential future Federal Reserve rate hikes.
Gold Fields Invests Additional $55.7M in Founders Metals for Antino Gold Project - News and Statistics
Gold Fields has increased its investment in Founders Metals by $55.7 million, raising its stake to nearly 20%. This funding will enable Founders Metals to acquire the remaining 30% interest in Lawa Gold for its Antino gold project in Suriname, giving it full control. Founders Metals, which is conducting an aggressive drill program, has seen its shares rise following this significant endorsement from Gold Fields.
Coeur Mining Surges 11.9% Amid Sector-Wide Rally
Coeur Mining, Inc. experienced an 11.9% surge to $20.70 on Wednesday, fueled by a robust sector-wide rally in gold mining stocks. This broad-based gain saw multiple sector peers also achieve significant advances, suggesting a macro catalyst driving investor interest in gold-related equities. The rally, accompanied by a high trading volume, points towards institutional participation and a potential re-evaluation of the sector.
Newmont stock jumps as Nevada gold project sale and strong cash flows highlight miner leverage
Newmont's stock saw a significant jump on August 19, 2026, driven by the sale of its Northumberland gold project in Nevada and robust financial metrics. The company reported strong production of 1.3 million ounces and free cash flow of $2.2 billion for the quarter, benefiting from high gold prices. Analysts maintain a positive outlook, suggesting further gains are possible given solid execution and stable bullion prices.
Coeur Mining (CDE) Record Gold Output Puts Fair Value Back In Focus
Coeur Mining (CDE) recently reported record second-quarter gold production, higher sales, and increased net income, alongside updated full-year 2026 guidance. Despite a recent 4% dip, the stock has shown strong momentum with a 29% one-month return and a significant three-year total shareholder return. Simply Wall St's analysis suggests Coeur Mining is undervalued at $18.51 against a fair value of $24.84, driven by the successful ramp-up of its Rochester expansion and Las Chispas assets, improved operational efficiencies, and aggressive revenue growth forecasts.
Community blockade keeps Endeavour’s Mexican mine shut
Endeavour Silver's Terronera silver-gold mine in Mexico remains suspended due to a local community blockade, now in its second week. The community is demanding improved infrastructure, services, and financial support, leading to uncertainty for the mine which only recently reached commercial production. Endeavour Silver is negotiating with community leaders to resolve the dispute and resume operations, while also considering legal action.
Newmont Corp. stock outperforms competitors on strong trading day
Newmont Corp. (NEM) shares rose 7.85% to $125.08 on Wednesday, outperforming the broader stock market, with both the S&P 500 and Dow Jones Industrial Average also seeing gains. The company's stock closed 7.27% below its 52-week high of $134.88, which was reached on January 29th.
CTGO|Contango ORE Inc|Price:20.780|Chg%:+1.630
This article provides a detailed financial overview of Contango ORE Inc (CTGO), including its current stock price, key financial figures, technical analysis, and analyst ratings. It highlights the company's involvement in gold exploration in Alaska and its ownership structure in various projects. The report also includes a recent earnings call transcript summary and a list of major shareholders.
Gold Fields boosts stake in Suriname-focused Founders for $77M
Gold Fields has invested an additional $77 million (US$55.7 million) to increase its stake in Founders Metals to just under 20%. This investment will enable Founders to buy out its local partner, Nana Resources, at the Antino gold project in Suriname, giving Founders full control of the 1,024-sq.-km district. The deal supports Founders' intensified exploration efforts, including a 70,000-metre drill program, and marks a significant endorsement from Gold Fields.
First National Bank of Omaha Buys Shares of 8,822 Jones Lang LaSalle Incorporated $JLL
First National Bank of Omaha recently acquired 8,822 shares of Jones Lang LaSalle (NYSE:JLL) for approximately $2.73 million in the second quarter. This purchase adds to significant institutional holdings, with other major investors like BlackRock Inc. and M&T Bank Corp. also increasing their stakes in the financial services provider. Despite recent insider sales by CEO Christian Ulbrich and Director Larry Quinlan, analysts maintain a "Moderate Buy" consensus rating for JLL with an average price target of $423.33.
Newmont Corp (NEM) Shares Fall 3.6% -- GF Value Says Still Overv
Newmont Corp (NEM) shares fell 3.6% today to $115.98, remaining significantly overvalued by 45.1% according to GuruFocus's GF Value of $79.91. Despite a strong GF Score of 81/100, indicating robust financial strength and growth, the valuation component is weak at 3/10. Furthermore, insiders have sold $11.9 million worth of shares over the past year with no buying activity, signaling potential caution for investors.
StrikePoint Announces Agreement to Purchase the Northumberland Project, a Gold Deposit in Nevada’s Walker Lane, from Newmont Corporation
StrikePoint Gold Inc. announced an agreement to acquire the Northumberland Gold Project in Nevada's Walker Lane from Newmont Corporation for an upfront cash payment of US$70 million, with potential future contingent payments. The project includes an initial mineral resource estimate of 2.86 million ounces of gold equivalent in the indicated category and 1.57 million ounces in the inferred category. To finance the acquisition and ongoing exploration, StrikePoint plans a C$140 million brokered private placement led by Canaccord Genuity, alongside a share consolidation and a non-brokered private placement.
StrikePoint Announces Agreement to Purchase the Northumberland Project, a Gold Deposit in Nevada’s Walker Lane, from Newmont Corporation
StrikePoint Gold Inc. has announced an agreement to acquire the Northumberland Gold Project from Newmont Corporation for an upfront cash payment of US$70 million, with potential future contingent payments. The project, located in Nevada’s Walker Lane, includes an initial mineral resource estimate of 2.86 million oz of gold equivalent in the indicated category and 1.57 million oz in the inferred category. StrikePoint is also undertaking a C$140 million brokered offering and a share consolidation to fund the acquisition and advance exploration efforts at Northumberland.
Newmont Corporation Stock (NEM) Closed Down by 3.57% on Aug 18: Key Drivers Unveiled
Newmont Corporation (NEM) shares fell 3.57% on August 18, primarily due to declining gold prices, rising U.S. Treasury yields, and profit-taking after a recent rally. The company also faces operational challenges, including a joint-venture restructuring with Barrick Mining requiring a significant cash payment and recent insider share sales. Despite some technical buy signals, investors are closely monitoring potential pressure on operating margins, given increased capital expenditures in the second half of the year and rising All-In Sustaining Costs.
NexGen Energy in talks with BHP over Saskatchewan uranium project, Reuters reports
NexGen Energy is actively discussing its Rook I uranium project in Saskatchewan with BHP, aiming to raise $1 billion for construction. While NexGen's market capitalization has doubled, making an acquisition by BHP potentially more expensive, both companies maintain an open dialogue regarding technical information and potential equity partnerships. The discussions come as demand for uranium grows due to increasing nuclear power needs and BHP seeks to expand its presence in politically stable regions and uranium opportunities.
Neo Energy Metals (NEO) Obtains Section 11 Approval for Sibanye-Stillwater as New Beisa Regulatory Transfer Advances
Neo Energy Metals (NEO) has received Section 11 consent for Sibanye-Stillwater, marking the first of three regulatory steps to acquire the New Beisa Node in South Africa. The company aims for first gold production by December 2027, followed by uranium production, leveraging over US$500 million in historical capital investment at the site. The next crucial step involves the Department of Mineral and Petroleum Resources' decision on the Section 102 application, which will separate the New Beisa Node from the broader Beatrix mining operation.
Constellation Energy (NASDAQ:CEG) Raises Guidance After Strong Quarter
Constellation Energy (NASDAQ:CEG) has raised its full-year earnings guidance after a strong quarterly performance, driven by the integration of Calpine, higher capacity revenue, and new long-term nuclear power contracts. The company, which is the largest operator of nuclear generation capacity in the US, is benefiting from increased demand from hyperscale data centers seeking reliable, around-the-clock power. Constellation Energy also declared a cash dividend, maintaining its regular capital-return to stockholders.
Sinda Closes 1Q26 as Public Company with US$331 Million in Hand
Sinda Ltd. successfully raised US$331 million through its NYSE IPO and a concurrent placement with Fresnillo plc, providing significant capital to advance its silver-gold discovery in Guanajuato, Mexico. The company reported a 1Q26 net loss of US$16.6 million due to aggressive exploration, including a completed 60,810m Phase 1 drilling program, and is preparing for a US$98 million underground exploration decline in 2H26. Sinda aims to significantly expand its resource estimate through continued drilling, leveraging its strong financial position to de-risk the project.
Southern Copper Corp Stock (SCCO) Moved Up by 3.29% on Aug 17: Facts Behind the Movement
Southern Copper Corp (SCCO) stock rose 3.29% on August 17th, driven by strong global copper demand, tight inventories, and institutional inflows. Despite this positive movement, analysts maintain a neutral stance due to the company's premium valuation and operational risks, including declining ore grades and CapEx execution challenges. The article also provides technical and fundamental analysis, noting neutral MACD and RSI signals and a "Reduce" analyst consensus.
Precious Metals StoneX Bullion weekly round-up; Indian silver licences issued
The StoneX Bullion weekly round-up discusses the performance of precious metals, noting that gold and silver found buoyancy despite weak US retail sales, partially due to seasonal factors and a weakening dollar. A significant development for the silver market is the issuance of import licenses in India, which is expected to stabilize prices and allow jewelers to build inventory for the upcoming wedding season. The report also touches on technical indicators for gold and silver, the impact of US tariffs on polysilicon products affecting silver demand, and ETF activity for both metals.
World's Top 50 Miners Hit US$2.17 Trillion
The world's 50 largest mining companies reached a combined market capitalization of US$2.17 trillion in July 2026, with Mexico City becoming a significant corporate hub due to Grupo México and Peñoles. Grupo México saw a 90.9% profit increase due to copper price surges and cost reductions, while Fresnillo, Peñoles' subsidiary, experienced profit nearly tripling despite a temporary share decline. This growth highlights Mexico's increasing importance in global mining capital markets, fueled by copper demand, silver expansion, and foreign investment.
Barrick Mining (NYSE: B) resets Nevada gold venture terms with Newmont
Barrick Mining and Newmont have amended their Nevada Gold Mines LLC joint venture agreement, updating governance, funding, and other operational terms. Under a related settlement, Newmont will pay Barrick $1.95 billion in cash, and three projects (Fourmile, Mike, and Fiberline) will be contributed to the JV. The agreement also details mechanisms for capital contributions, dilution of ownership interests, and project approval thresholds.
Gold Developer Advancing Major BC Gold-Copper Project Releases Report, Finances
Seabridge Gold Inc. has released its Q2 2026 financial report, showing a net income of US$117.5 million, primarily due to gains from the Courageous Lake project distribution. The company is advancing its KSM gold-copper project in British Columbia, supported by a US$100 million credit facility and progressing towards a feasibility study and a potential joint venture. Analysts view the financing positively, as it offers flexibility without immediate equity dilution and suggests a potential joint venture announcement soon.
Metalla Royalty & Streaming Ltd. (TSXV:MTA) Gains Momentum as Growing Royalty Portfolio Supports Investor Optimism
Metalla Royalty & Streaming Ltd. (TSXV:MTA) saw its stock rise by 7.84% on August 14, 2026, driven by record quarterly financial results, increased royalty revenue, and improved profitability. The company operates a precious metals royalty and streaming model, offering exposure to gold, silver, and other metals without direct mine operation risks. Its diversified portfolio and strategic acquisitions continue to attract investor attention, though risks like commodity price volatility and partner mine performance remain factors.
Americas Gold And Silver (TSX:USA) Swung To Profitability, Is The Upside Already Priced In?
Americas Gold and Silver (TSX:USA) reported strong Q2 2026 results, leading to a significant stock price increase. While a "narrative fair value" suggests the stock is undervalued, its current P/S ratio appears expensive compared to the industry. The article highlights both the potential for upside due to operational changes and risks associated with high costs and debt.
Newmont Corp (NEM) Stock Forecast & Analyst Ratings
This article provides a stock forecast and analyst ratings for Newmont Corp (NEM). It details various price targets and recommendations from analysts. The content would typically include financial data, performance metrics, and expert opinions relevant to NEM's stock.
Mining Royalty Firm Elemental Offers XAU₮ Dividend In Industry First
Elemental Royalty Corporation has announced its first-ever dividend, uniquely offering qualifying registered shareholders the option to receive payment in Tether Gold (XAU₮). This move makes Elemental one of the pioneers in the mining royalty sector to provide a tokenized gold payout, aligning its dividend structure with its core business of gold production. The initiative also presents a novel real-world application for XAU₮ beyond trading and collateral, potentially influencing other gold producers and royalty firms.
Will New Menankoto Permit and Fekola Regional Build‑Out Change B2Gold's (TSX:BTO) Narrative?
B2Gold Corp. recently secured the Menankoto exploitation permit in Mali, allowing its subsidiary to develop the Fekola Regional area alongside the existing Dandoko exploration permit, enhancing the Fekola Complex. This development, under Mali's 2023 Mining Code, addresses a key permitting hurdle and could significantly reshape B2Gold's investment outlook, despite ongoing political and regulatory risks in the region. The company has also narrowed its 2026 production guidance to 820,000 to 920,000 ounces, aligning with the progression of Fekola Regional.
Is DRDGOLD (DRD) A Bargain After Its Recent Rebound?
DRDGOLD (DRD) has recently seen a significant rebound, with its stock up 21.6% over the past month, although it remains down 20.2% year-to-date. The company's Price-to-Earnings (P/E) ratio of 10.6x suggests it is undervalued compared to the US Metals and Mining industry average (21.3x) and peers (17.2x), with a Discounted Cash Flow (DCF) model estimating a fair value of $37.09 against a current price of $24.19. Investors need to consider the company's single-country revenue base in South Africa and gold price volatility as potential risks despite the attractive valuation.
NEXA|Nexa Resources SA|Price:14.180|Chg%:-0.160
This article provides a detailed overview of Nexa Resources SA (NEXA) stock, including its live price, charts, news, financial data, and analyst ratings. The company is primarily engaged in zinc production, with operations in Brazil and Peru. As of the article's time, NEXA's stock is trading at $14.180, with a target price of $14.556 and an overall analyst rating of "Hold."
Freeport-McMoRan (NYSE:FCX) stock in focus today as copper prices reach fresh highs
Freeport-McMoRan (NYSE:FCX) is in focus as copper prices reach fresh highs, driven by strong demand from electrification and computing, coupled with constrained supply. The company, a major copper producer, benefits significantly from these rising prices, which reinforce its strategic position in the metals and mining sector. Its ongoing efforts to expand output aim to capitalize on these powerful demand trends.
Darling Ingredients EVP McNutt sells $536,720 of common stock
Patrick McNutt, EVP Chief Admin Officer at Darling Ingredients Inc. (NASDAQ:DAR), sold 8,000 shares of the company’s common stock for $536,720, with shares sold at prices ranging from $67.04 to $67.17. This sale occurred while the stock was trading near its 52-week high after a significant 117% return over the past year. Following the transaction, McNutt beneficially owns 35,777 shares of Darling Ingredients common stock, while the company recently reported strong Q2 2026 earnings driven by higher fat and protein prices despite a revenue miss.
Is Osisko Gold Group Inc. — TSXV:OGG Becoming One of Canada's Most Closely Watched Gold Development Stocks?
Osisko Gold Group Inc. (TSXV:OGG) is gaining significant investor attention after a 6.63% stock increase on August 14, 2026. The company recently rebranded from Osisko Development Corp., changing its ticker from ODV to OGG, reflecting its focus on North American gold and precious metals. Its flagship Cariboo Gold Project in British Columbia is central to this strategy, showing promising high-grade gold intersections and advancing towards potential construction and production.
MP Materials Corp Stock (MP) Moved Up by 8.59% on Aug 14: Key Drivers Unveiled
MP Materials Corp (MP) saw its stock rise by 8.59% on August 14th, driven by strong second-quarter financial results which included soaring revenue and a significantly narrowed net loss. The company also benefited from a new long-term supply deal for separated gadolinium and progress in its downstream magnetics division. Despite some technical indicators suggesting an overbought condition and concerns over financial losses and valuation, positive analyst coverage and strategic partnerships are boosting investor confidence.
Newmont Corporation Stock (NEM) Moved Up by 3.20% on Aug 14: What Signal Does It Send?
Newmont Corporation (NEM) stock rose 3.20% on August 14, driven by a strong precious metals market due to easing inflation fears and a significant settlement with Barrick Mining. The company's stock also benefited from robust quarterly financial performance, including record free cash flow despite lower output, and positive analyst sentiment. Technical indicators show a buy signal, though some overbought conditions are noted.
Newmont and Barrick Amend Nevada Gold Mines JV; Newmont to Pay $1.95 Billion, Add Projects
Newmont and Barrick have amended their Nevada Gold Mines joint venture agreement. Newmont will contribute two projects (Fiberline and Mike) and Barrick will contribute its Fourmile project to the JV. Following the contribution of Fourmile, Newmont will pay Barrick $1.95 billion in cash and the JV will assume associated liabilities.
Franco-Nevada Q2 Earnings Miss Estimates, Revenues Soar 57% Y/Y
Franco-Nevada Corporation (FNV) reported Q2 2026 adjusted earnings of $1.81 per share, missing the Zacks Consensus Estimate of $1.95, despite a 46% year-over-year increase. Revenues, however, surged 57.3% to $581 million, driven by strong precious metal and oil prices, and increased contributions from various assets. The company's profitability margins contracted slightly, but it maintained a strong financial position with $1.01 billion in cash and no debt, and is tracking towards the upper half of its 2026 GEO sales guidance.
