Newmont balance sheet, cost focus after sales: CEO Tom Palmer

Поділитися
Вставка
  • Опубліковано 9 лют 2025

КОМЕНТАРІ • 24

  • @AlexMenshikov-r8p
    @AlexMenshikov-r8p 9 днів тому +14

    Can anyone explain to me, why is it that gold price went up 75% in last 5 years, and NEM stock is still DOWN! Absolutely horrible performance.

    • @robertk1834
      @robertk1834 9 днів тому +6

      They made the most money last year their company ever has, ever. Investors are idiots chasing momentum and returns, not value.

    • @AlexMenshikov-r8p
      @AlexMenshikov-r8p 9 днів тому +4

      @robertk1834 you support the value with dividend. Their dividend is joke at 2%. And that is with crazy low p/e. With the money they are making, I would expect 5-6% on that p/e.

    • @anonyfamous42
      @anonyfamous42 8 днів тому +1

      Money is going into nvidia 😂

  • @yjfoo23
    @yjfoo23 8 днів тому +8

    Incompetent CEO. Newmont share is in the dumpster because of this guy. He should fire himself and give back all his salaries and compensations from the past five years.

  • @goldismoney5899
    @goldismoney5899 8 днів тому +8

    I dumped my NEM shares after they decided to mandate the Covid shots for their employees and after they donated millions to the Ukraine war. Perfect example of a big corporation that will crap on the investors for the Powers above and for their own gain. Many better managed, well run, miners to choose from. END THE FED. Gold IS Money.

    • @ghgggbhbhb3979
      @ghgggbhbhb3979 5 днів тому

      Did not no that thx, that's a lifetime no go for me now.

    • @ghgggbhbhb3979
      @ghgggbhbhb3979 5 днів тому

      If you know of any names that are the opposite of these clowns feel free to throw them in.

  • @hana12345678901
    @hana12345678901 8 днів тому +6

    All we wanted to know is how he is going to get the all in costs down and the buyback program. Why did he get asked about that? Waste of time interview

  • @JochenQuad
    @JochenQuad 8 днів тому +5

    Read between the lines! Q4 will disappoint! Sell now!

  • @BufordPusser582
    @BufordPusser582 8 днів тому

    Great interview. thanks

  • @leperOne
    @leperOne 8 днів тому +4

    Wokemont.

  • @BlueWaterSTAX
    @BlueWaterSTAX 9 днів тому +3

    I love Newmont. Thanks guys

  • @joeyf6133
    @joeyf6133 8 днів тому +2

    Largest miner but also the biggest loser. Good job, you grew production and costs at the same time with costs exceeding margin. Now no one wants to touch this name or even the sector for that matter.

  • @ghgggbhbhb3979
    @ghgggbhbhb3979 9 днів тому +4

    "go forward portfolio" i own high proportion of my net worth in GDX. I want to get rid because I am not a believer in newmont or this guy. Feels woke/accountant, I don't feel hunger and desire to actually add real value and take calculated risk. Words, words, words.

    • @goldismoney5899
      @goldismoney5899 8 днів тому

      AEM much better senior miner. Many good mid tier companies that are dirt cheap now. First Majestic AG, B2 Gold BTG.

  • @MM8417aa
    @MM8417aa 8 днів тому +1

    Biggest, not best!

  • @המרשת
    @המרשת 7 днів тому +1

    Dump nem and buy aem

    • @JamezR1234
      @JamezR1234 5 днів тому

      That’s exactly what I did 3 months ago hahahah 😅🎉

  • @daruma.resources5019
    @daruma.resources5019 5 днів тому

    NEM in Q4 25 has to deliver on promises!

  • @OldTraffordNorway
    @OldTraffordNorway 9 днів тому

    Newmont should buy Seabridge.

    • @Sir.suspicious
      @Sir.suspicious 8 днів тому

      They probably will not do it after just buying Newcrest, it's more probable they may partner with seabridge for the KSM project than actually buying it outright

  • @thebigcheese3489
    @thebigcheese3489 9 днів тому +1

    Tom Palmer, shut up and take my money. I’m in.