Newmont in 2025 and gold investment

  • Stock growth: +47% YTD (well above the growth of gold itself and GLD-type ETFs)
  • Results:
    • 1Q 2025 revenue: $5.01 billion (vs. expectations of $4.7 billion)
    • Adjusted earnings per share (EPS): $1.25 (vs. expectations of $0.92)
    • Free cash flow: record
  • Return on equity:
    • Share repurchase program of up to $3 billion (effective through October 2026)
    • Already $754 million in repurchases in 2025. USD 7575 million (in the first 4 months)
  • Dividend: Expected yield around 1%, which is exceptional for gold-related investments.
  • Positive analyst comments:
    • UBS: "Good start" to the year, valuation of quick cash returns.
    • BMO Capital Markets: Slight drop in free cash flow in 2Q possible due to investments and taxes, but long-term outlook remains positive.

For investors, this means:

  • Newmont $NEM is not just a "gold bet" but also benefits from efficient asset management, aggressive share buybacks and dividend payments.
  • Shares of $NEM may be a more attractive option than physical gold or gold ETFs alone, especially for those seeking a combination of growth and yield.
  • The year 2025 has a chance to be the best year in 10 yearsfor $NEMstock if gold prices remain high and the company maintains its pace of capital management.

But that gold must not fall. If gold were to fall now after the rise, that could be a problem.

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