Gold Glitters On Stagflation Tailwinds: Newmont Soars 13% In Biggest Gain Post-Covid, Leads Mining Sector Surge
Gold Glitters On Stagflation Tailwinds: Newmont Soars 13% In Biggest Gain Post-Covid, Leads Mining Sector Surge
Newmont Corp. (NYSE:NEM), the world's largest gold miner, saw its share price spike 13% on Thursday after the Denver-based company posted stronger-than-expected earnings.
全球最大的黄金矿商纽蒙特公司（纽约证券交易所代码：NEM）周四股价飙升了13％，此前这家总部位于丹佛的公司公布的收益强于预期。
This ignited a broad-based rally in the gold mining industry, despite the overall weak investor sentiment elsewhere.
尽管其他地方的投资者情绪总体疲软，但这引发了金矿开采业的广泛反弹。
Newmont is currently on track to achieve its best-performing session since April 2020, when the mining giant rallied following a major volatility event due to the Covid-19 pandemic.
纽蒙特目前有望实现自2020年4月以来的最佳表现，当时这家矿业巨头在Covid-19疫情导致的重大波动事件后反弹。
Chart: Newmont Eyes Top-Performing Session Since April 2020
图表：纽蒙特预计自2020年4月以来表现最佳的交易日
Newmont Sharply Beats Estimates, Declares First Quarter Dividend
纽蒙特大幅超出预期，宣布第一季度派息
- Newmont reported earnings per share (EPS) of $0.55 in Q1 2024, marking a 38% increase from the corresponding quarter of the previous year and surpassing Street's consensus estimates of $0.36 by a significant 54%, according to Benzinga Pro platform.
- Revenue for the quarter amounted to $4.02 billion, indicating a 50% rise from Q1 2023 and surpassing forecasts of $3.66 billion by a noteworthy 10% margin.
- Newmont delivered $288 million in dividends to shareholders and declared a dividend of $0.25 per share of common stock for the first quarter of 2024.
- Newmont reported gold Costs Applicable to Sales (CAS) per ounce of $1,057 and gold All-In Sustaining Costs (AISC) per ounce of $1,439, both notably lower than the average realized gold price of $2,090 per ounce. This stark contrast indicates wide profit margins for the company.
- "Newmont delivered a strong first quarter operational performance, producing 2.2 million gold equivalent ounces and generating over $1.4 billion in cash from operations before working capital changes," Tom Palmer, Newmont's president and CEO, stated.
- 根据Benzinga Pro平台的数据，纽蒙特公布的2024年第一季度每股收益（EPS）为0.55美元，比去年同期增长38％，比华尔街普遍预期的0.36美元高出54％。
- 该季度的收入为40.2亿美元，比2023年第一季度增长了50％，超过了预期的36.6亿美元，增长了10％。
- 纽蒙特向股东派发了2.88亿美元的股息，并宣布在2024年第一季度派发每股普通股0.25美元的股息。
- 纽蒙特报告称，每盎司适用的黄金销售成本（CAS）为1,057美元，黄金全额维持成本（AISC）为每盎司1,439美元，均明显低于每盎司2,090美元的已实现黄金平均价格。这种鲜明的对比表明该公司的利润率很高。
- 纽蒙特总裁兼首席执行官汤姆·帕尔默表示：“纽蒙特在第一季度实现了强劲的运营业绩，生产了220万盎司黄金当量，在营运资金变动之前，运营产生了超过14亿美元的现金。”
Why Gold Miner Newmont Shares Are Surging Today
为什么黄金矿商纽蒙特股价今天飙升
Gold Miners Rally In Response To Newmont's Results
黄金矿商反弹回应纽蒙特的业绩
Newmont's remarkable Q1 earnings report catalyzed a significant rally in gold mining stocks, drawing investors to the industry in anticipation of potentially positive results from other players.
纽蒙特出色的第一季度收益报告催化了金矿业股票的大幅上涨，吸引了投资者进入该行业，因为他们期待其他参与者可能取得积极业绩。
Additionally, miners showed a positive response to the rise in gold prices, with the precious metal gaining 0.7% to $2,330 per ounce, buoyed by escalating stagflationary worries triggered by the latest gross domestic product report.
此外，矿商对金价上涨表现出积极的反应，贵金属价格上涨0.7％，至每盎司2330美元，这得益于最新的国内生产总值报告引发的滞胀担忧升级。
The VanEck Gold Miners ETF (NYSE:GDX) rose 3.1%, while junior gold miners, as tracked by the VanEck Junior Gold Miners ETF (NYSE:GDXJ) rose 1.8%.
VanEck Gold Miners ETF（纽约证券交易所代码：GDX）上涨3.1％，而VanEck Junior Gold Miners ETF（纽约证券交易所代码：GDXJ）追踪的初级黄金矿商上涨1.8％。
The top-performing North American gold miners on Thursday included:
周四表现最好的北美金矿商包括：
| Name | 1-Day % | Market Cap |
| Newmont Corporation | 13.06% | $ 50.54B |
| Buenaventura Mining Company Inc. (NYSE:BVN) | 6.75% | $ 4.30B |
| DRDGOLD Limited (NYSE:DRD) | 4.73% | $ 705.14м |
| AngloGold Ashanti plc (NYSE:AU) | 4.29% | $ 9.57B |
| Coeur Mining, Inc. (NYSE:CDE) | 3.52% | $ 1.88B |
| K92 Mining Inc. (NYSE:KNT) | 2.69% | $ 1.31B |
| OceanaGold Corporation (NYSE:OGC) | 2.31% | $ 1.61B |
| Calibre Mining Corp. (NYSE:CXB) | 2.19% | $ 1.07B |
| Royal Gold, Inc. (NYSE:RGLD) | 1.91% | $ 8.12B |
| Agnico Eagle Mines Limited (NYSE:AEM) | 1.90% | $ 32.36B |
| 姓名 | 1 天% | 市值 |
| 纽蒙特公司 | 13.06% | 50.54亿美元 |
| 布埃纳文图拉矿业公司（纽约证券交易所代码：BVN） | 6.75% | 4.30 亿美元 |
| DRDGOLD 有限公司（纽约证券交易所代码：DRD） | 4.73% | 705.14m 美元 |
| AngloGold Ashanti plc（纽约证券交易所代码：AU） | 4.29% | 9.57 亿美元 |
| Coeur Mining, Inc.（纽约证券交易所代码：CDE） | 3.52% | 1.88 亿美元 |
| K92 矿业公司（纽约证券交易所代码：KNT） | 2.69% | 1.31亿美元 |
| OceanaGold 公司（纽约证券交易所代码：OGC） | 2.31% | 1.61 亿美元 |
| Calibre 矿业公司（纽约证券交易所代码：CXB） | 2.19% | 1.07B 美元 |
| 皇家黄金公司（纽约证券交易所代码：RGLD） | 1.91% | 8.12亿美元 |
| Agnico Eagle Mines Limited（纽约证券交易所代码：AEM） | 1.90% | 32.36亿美元 |
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Image: Shutterstock
图片：Shutterstock