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

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  • เผยแพร่เมื่อ 9 ก.พ. 2025

ความคิดเห็น • 24

  • @AlexMenshikov-r8p
    @AlexMenshikov-r8p 9 วันที่ผ่านมา +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 วันที่ผ่านมา +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 วันที่ผ่านมา +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 วันที่ผ่านมา +1

      Money is going into nvidia 😂

  • @yjfoo23
    @yjfoo23 8 วันที่ผ่านมา +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 วันที่ผ่านมา +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 วันที่ผ่านมา

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

    • @ghgggbhbhb3979
      @ghgggbhbhb3979 5 วันที่ผ่านมา

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

  • @hana12345678901
    @hana12345678901 8 วันที่ผ่านมา +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 วันที่ผ่านมา +5

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

  • @BufordPusser582
    @BufordPusser582 8 วันที่ผ่านมา

    Great interview. thanks

  • @leperOne
    @leperOne 8 วันที่ผ่านมา +4

    Wokemont.

  • @BlueWaterSTAX
    @BlueWaterSTAX 9 วันที่ผ่านมา +3

    I love Newmont. Thanks guys

  • @joeyf6133
    @joeyf6133 8 วันที่ผ่านมา +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 วันที่ผ่านมา +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 วันที่ผ่านมา

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

  • @MM8417aa
    @MM8417aa 8 วันที่ผ่านมา +1

    Biggest, not best!

  • @המרשת
    @המרשת 7 วันที่ผ่านมา +1

    Dump nem and buy aem

    • @JamezR1234
      @JamezR1234 5 วันที่ผ่านมา

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

  • @daruma.resources5019
    @daruma.resources5019 5 วันที่ผ่านมา

    NEM in Q4 25 has to deliver on promises!

  • @OldTraffordNorway
    @OldTraffordNorway 9 วันที่ผ่านมา

    Newmont should buy Seabridge.

    • @Sir.suspicious
      @Sir.suspicious 8 วันที่ผ่านมา

      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 วันที่ผ่านมา +1

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