Group 1 - Gold stock Newmont (NEM) is experiencing three consecutive days of gains as gold prices recover from October lows [1] - Silver futures increased nearly 3% due to a weakening dollar and rising odds of a rate cut in December [1] - Copper prices also saw an upward trend on the same day [1] Group 2 - Pan American Silver is scheduled to release earnings on Wednesday afternoon [2] - Gold stocks such as Agnico Eagle and Newmont faced declines as gold prices tumbled [4] - Clean energy stocks are outperforming fossil fuels despite backlash against ESG initiatives [4]

Core Insights - Deep-pocketed investors are showing a bullish sentiment towards Newmont (NYSE:NEM), indicating potential significant developments ahead [1] - The options activity for Newmont is unusually high, with 35 notable options activities tracked, reflecting a divided sentiment among investors [2] Options Activity - Among the options activities, 45% are bullish while 28% are bearish, with a total of 11 puts valued at $424,709 and 24 calls valued at $1,494,716 [2] - The average open interest for Newmont options is 2,340.66, with total volume reaching 6,020.00, indicating strong trading interest [4] Price Projections - Major market players are focusing on a price range between $72.5 and $105.0 for Newmont over the past three months [3] Company Overview - Newmont is the world's largest gold miner, with a portfolio that includes 11 mines and interests in joint ventures across multiple continents [9] - The company is projected to sell approximately 5.6 million ounces of gold in 2025, following the acquisition of Newcrest and divestment of smaller, higher-cost mines [9] Analyst Insights - A professional analyst has set an average price target of $125.0 for Newmont, maintaining a Buy rating [11][12]

Investment Rating - The industry rating is "Recommended" [6] Core Insights - In Q3 2025, Newmont's attributable gold production decreased by 4.1% quarter-on-quarter to 1.42 million ounces (approximately 44.2 tons), and sales decreased by 4.0% to 1.308 million ounces (approximately 40.68 tons) [1] - The average realized gold price in Q3 2025 was $3,539 per ounce, reflecting a quarter-on-quarter increase of 6.6% and a year-on-year increase of 40.5% [2] - Adjusted net income for Q3 2025 was $1.883 billion, representing a quarter-on-quarter increase of 18.1% and a year-on-year increase of 101.2% [7] Production and Sales - Newmont's total gold production in Q3 2025 was impacted by lower grades at Peñasquito and Lihir mines, as well as planned shutdowns, with a notable decrease in production from the Ahafo South mine [1] - The increase in production from Brucejack, Cerro Negro, and Yanacocha mines partially offset the declines [1] Financial Performance - Total revenue for Q3 2025 was $5.524 billion, a year-on-year increase of 19.96% and a quarter-on-quarter increase of 3.9% [4] - Costs and expenses for Q3 2025 were $2.948 billion, a year-on-year decrease of 15.2% but a quarter-on-quarter increase of 31% [4] - The company reported a net income attributable to Newmont stockholders of $1.832 billion for Q3 2025 [5] Cost Metrics - The cash cost per ounce of gold sold (CAS) excluding by-product revenue was $1,185, a decrease of 2.5% quarter-on-quarter and 1.8% year-on-year [2] - The all-in sustaining cost (AISC) including by-product revenue was $1,303 per ounce, a decrease of 5.2% quarter-on-quarter and 15.5% year-on-year [3] Future Guidance - Newmont expects its attributable gold production for 2026 to remain within the guidance range set for 2025, with a focus on cost-saving initiatives and production efficiency improvements [14] - The company has adjusted its capital expenditure guidance, deferring some spending to the following year [13] Asset Divestiture - Newmont has completed the divestiture of all non-core assets, including the sale of its remaining interest in the Coffee project, which is expected to yield up to $150 million [15]

Core Viewpoint - SolGold has rejected a preliminary takeover offer from Jiangxi Copper Co, which has led to a significant increase in its share price, indicating strong confidence in its standalone prospects [1][2]. Company Summary - SolGold is focused on the Cascabel copper-gold project in northern Ecuador and has received two takeover offers from Jiangxi Copper in less than a week [1][2]. - Jiangxi Copper, which holds a 12% stake in SolGold, proposed a price of 26 pence per share, but the board of SolGold unanimously rejected this offer [2]. - The board of SolGold has advised shareholders to take no action while it considers its next steps regarding the takeover proposals [2]. Industry Context - SolGold has been viewed as a potential acquisition target for major Western miners like BHP and Newmont, which hold stakes of 10.4% and 10.3% respectively [3]. - Interest from these major miners has diminished due to disputes over funding the Cascabel project and changes to its scope [3]. - The renewed interest from Jiangxi Copper coincides with increasing attention on copper assets, driven by forecasts of a supply crunch related to global electrification [4].

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Investors will be weighing up how to shield their portfolios in case the rebound loses steam. These stocks look tempting. ...

Core Viewpoint - US stocks have experienced a significant uptrend, with the S&P 500 index rising over 35% since its low in April, yet certain outperforming stocks remain undervalued heading into 2026, presenting potential investment opportunities [4][6]. Group 1: CVS Health - CVS Health has seen a remarkable increase in its stock price, climbing over 78% this year, while trading at a forward earnings multiple of just 11x, which is below the S&P 500 average [7][5]. - The company reported strong Q3 financials and raised its earnings guidance, attributing this to the strength in its insurance business [7]. - Technical indicators show CVS stock is above all major moving averages, and the consensus rating is a "strong buy," with a target price suggesting nearly 20% upside potential [8]. - CVS also offers a healthy dividend yield of 3.33%, making it an attractive option for investors [9]. Group 2: Micron Technology - Micron Technology's stock has nearly tripled since the beginning of the year, yet it maintains a modest forward earnings multiple of 12x [10]. - The company is benefiting from a shortage in dynamic random-access memory (DRAM), which is driving earnings growth, and it has a consensus "buy" rating with price targets suggesting nearly 50% upside potential [11][10]. - The demand for chips related to artificial intelligence (AI) further enhances Micron's growth prospects, making it a standout candidate for investment in 2026 [11]. Group 3: Newmont Corporation - Newmont Corporation, the largest gold producer globally, has outperformed the broader market, with its stock valuation at 5x sales, which is attractive compared to peers [12]. - The stock serves as a hedge against market volatility and policy uncertainty, especially with stable gold prices anticipated heading into 2026 [12]. - Newmont offers a dividend yield of 1.1%, appealing to income-focused investors while providing defensive qualities and growth potential outside of tech and healthcare sectors [13].

​Newmont Corporation (NYSE:NEM) is one of the Best Very Cheap Stocks to Invest In. Newmont Corporation (NYSE:NEM) is up more than 117% on a year-to-date basis, mainly due to record-high gold prices during the year. Wall Street has a bullish sentiment on the stock despite the company posting lower production levels for fiscal Q3 2025. On November 14, Milan Tomic from J.P. Morgan maintained a Buy rating on the stock with an A$178 price target. ​Newmont Corporation (NYSE:NEM) released its fiscal Q3 2025 resu ...

Core Viewpoint - Newmont Corporation (NEM) has reached a significant support level and shows potential for investors from a technical perspective, having recently broken through the 20-day moving average, indicating a short-term bullish trend [1]. Technical Analysis - The 20-day simple moving average (SMA) is a popular trading tool that reflects a stock's price over a 20-day period, smoothing out short-term price trends and providing trend reversal signals [2]. - A stock price moving above the 20-day SMA is considered a positive trend, while falling below it can indicate a downward trend [2]. Performance Metrics - Over the past four weeks, NEM has gained 10.1%, and it currently holds a Zacks Rank 1 (Strong Buy), suggesting further potential for price increases [4]. - There have been 7 upward revisions in earnings estimates for the current fiscal year, with no downward revisions, indicating a consensus estimate increase and reinforcing the bullish outlook [4]. Investment Outlook - Given the key technical level and positive earnings estimate revisions, NEM is positioned for potential gains in the near future [5].

Core Viewpoint - Newmont Corporation (NEM) has reached a significant support level and shows potential for investors from a technical perspective, particularly after breaking through the 50-day moving average, indicating a short-term bullish trend [1]. Technical Analysis - The 50-day simple moving average is a key indicator for traders and analysts to identify support or resistance levels, and it is particularly important as it marks the initial trend direction [2]. - Over the past four weeks, NEM has experienced a gain of 10.1%, and it currently holds a Zacks Rank 1 (Strong Buy), suggesting further upward movement for the stock [2]. Earnings Estimates - Recent earnings estimate revisions for NEM show a positive trend, with 7 upward revisions compared to none lower for the current fiscal year, indicating growing confidence among investors [3]. - The consensus estimate for earnings has also increased, reinforcing the bullish outlook for NEM alongside the positive technical indicators [3].