Why Gold Miner Newmont Shares Are Surging Today
Why Gold Miner Newmont Shares Are Surging Today
$Newmont (NEM.US)$$Newmont Corp (NEM.AU)$ shares are trading higher after the company reported first-quarter FY24 results.
$纽曼矿业 (NEM.US)$$Newmont Corp (NEM.AU)$ 该公司公布24财年第一季度业绩后，股价走高。
Revenue reached $4.023 billion, above the consensus of $3.670 billion.
收入达到40.23亿美元，高于市场预期的36.70亿美元。
Gold production fell 4% Y/Y to 1.675 million ounces due to lower output at Tanami on planned mill shutdown and seasonal rainfall impacts and the ongoing stripping campaigns at Boddington and Akyem.
黄金产量同比下降4％，至167.5万盎司，原因是Tanami的产量因计划关闭和季节性降雨的影响以及博丁顿和阿基姆正在进行的剥离活动而降低。
Gold Costs Applicable to Sales (CAS) stood at $1,057 per ounce, and gold All-In Sustaining Costs (AISC) came in at $1,439 per ounce.
适用于销售的黄金成本（CAS）为每盎司1,057美元，黄金全额维持成本（AISC）为每盎司1,439美元。
Adjusted EBITDA rose 23% Q/Q to $1.694 billion in the quarter. Adjusted EPS of $0.55, beating the consensus of $0.36.
本季度调整后的息税折旧摊销前利润环比增长23％，至16.94亿美元。调整后的每股收益为0.55美元，超过市场普遍预期的0.36美元。
Capital expenditure decreased 8% Q/Q to $850 million, and operating cash flow rose 26% from the prior quarter to $776 million.
资本支出环比下降8％，至8.5亿美元，运营现金流较上一季度增长26％，至7.76亿美元。
As of March 31, 2024, Newmont had cash and cash equivalents of $2.34 billion.
截至2024年3月31日，纽蒙特的现金及现金等价物为23.4亿美元。
Dividend: The company declared a dividend per share of $0.25 for the first quarter of FY24, payable on June 27 to shareholders of record on June 4.
股息：公司宣布24财年第一季度的每股股息为0.25美元，将于6月27日支付给6月4日的登记股东。
FY24 Outlook: The company reaffirms its outlook for gold production of around 6.9 million ounces and Gold AISC of $1,400 per ounce.
24财年展望：该公司重申其黄金产量约为690万盎司，黄金AISC为每盎司1400美元。
Newmont expects Tanami Expansion 2 development capital spending of $1.7 billion-$1.8 billion, with commercial production expected in the second half of 2027.
纽蒙特预计，Tanami Expansion 2的开发资本支出为17亿至18亿美元，预计将在2027年下半年实现商业生产。
The company delivered $105 million in synergies to-date related to the Newcrest transaction and is on track to deliver an expected $500 million in synergies by the end of 2025.
迄今为止，该公司实现了与纽克雷斯特交易相关的1.05亿美元的协同效应，并有望在2025年底之前实现5亿美元的协同效应。
Investors can gain exposure to the stock via $Ishares Inc Msci Global Gold Miners Etf (RING.US)$ and $VanEck Gold Miners Equity ETF (GDX.US)$.
投资者可以通过以下方式获得股票敞口 $iShares安硕MSCI全球黄金矿业股ETF (RING.US)$ 和 $黄金矿业ETF-VanEck (GDX.US)$。
Price Action: NEM shares are up 11.4% at $43.01 at the last check Thursday.
价格走势：在周四的最后一次检查中，NEM股价上涨11.4％，至43.01美元。
Photo via Shutterstock
照片来自 Shutterstock