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.
全球最大的黃金礦商紐蒙特公司（紐約證券交易所代碼：NEM）週四股價飆升了13％，此前這家總部位於丹佛的公司公佈的收益強於預期。
This ignited a broad-based rally in the gold mining industry, despite the overall weak investor sentiment elsewhere.
儘管其他地方的投資者情緒總體疲軟，但這引發了金礦開採業的廣泛反彈。
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.
紐蒙特目前有望實現自2020年4月以來的最佳表現，當時這家礦業巨頭在Covid-19疫情導致的重大波動事件後反彈。
Chart: Newmont Eyes Top-Performing Session Since April 2020
圖表：紐蒙特預計自2020年4月以來表現最佳的交易日
Newmont Sharply Beats Estimates, Declares First Quarter Dividend
紐蒙特大幅超出預期，宣佈第一季度派息
- 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.
- 根據Benzinga Pro平台的數據，紐蒙特公佈的2024年第一季度每股收益（EPS）爲0.55美元，比去年同期增長38％，比華爾街普遍預期的0.36美元高出54％。
- 該季度的收入爲40.2億美元，比2023年第一季度增長了50％，超過了預期的36.6億美元，增長了10％。
- 紐蒙特向股東派發了2.88億美元的股息，並宣佈在2024年第一季度派發每股普通股0.25美元的股息。
- 紐蒙特報告稱，每盎司適用的黃金銷售成本（CAS）爲1,057美元，黃金全額維持成本（AISC）爲每盎司1,439美元，均明顯低於每盎司2,090美元的已實現黃金平均價格。這種鮮明的對比表明該公司的利潤率很高。
- 紐蒙特總裁兼首席執行官湯姆·帕爾默表示：“紐蒙特在第一季度實現了強勁的運營業績，生產了220萬盎司黃金當量，在營運資金變動之前，運營產生了超過14億美元的現金。”
Why Gold Miner Newmont Shares Are Surging Today
爲什麼黃金礦商紐蒙特股價今天飆升
Gold Miners Rally In Response To Newmont's Results
黃金礦商反彈回應紐蒙特的業績
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.
紐蒙特出色的第一季度收益報告催化了金礦業股票的大幅上漲，吸引了投資者進入該行業，因爲他們期待其他參與者可能取得積極業績。
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，礦商對金價上漲表現出積極的反應，貴金屬價格上漲0.7％，至每盎司2330美元，這得益於最新的國內生產總值報告引發的滯脹擔憂升級。
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（紐約證券交易所代碼：GDX）上漲3.1％，而VanEck Junior Gold Miners ETF（紐約證券交易所代碼：GDXJ）追蹤的初級黃金礦商上漲1.8％。
The top-performing North American gold miners on Thursday included:
週四表現最好的北美金礦商包括：
| 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 |
| 紐蒙特公司 | 13.06% | 50.54億美元 |
| 布埃納文圖拉礦業公司（紐約證券交易所代碼：BVN） | 6.75% | 4.30 億美元 |
| DRDGOLD 有限公司（紐約證券交易所代碼：DRD） | 4.73% | 705.14m 美元 |
| AngloGold Ashanti plc（紐約證券交易所代碼：AU） | 4.29% | 9.57 億美元 |
| Coeur Mining, Inc.（紐約證券交易所代碼：CDE） | 3.52% | 1.88 億美元 |
| K92 礦業公司（紐約證券交易所代碼：KNT） | 2.69% | 1.31億美元 |
| OceanaGold 公司（紐約證券交易所代碼：OGC） | 2.31% | 1.61 億美元 |
| Calibre 礦業公司（紐約證券交易所代碼：CXB） | 2.19% | 1.07B 美元 |
| 皇家黃金公司（紐約證券交易所代碼：RGLD） | 1.91% | 8.12億美元 |
| Agnico Eagle Mines Limited（紐約證券交易所代碼：AEM） | 1.90% | 32.36億美元 |
Now Read: Equinox Gold Snaps Up Greenstone Gold Mines For $995M In 'Incredibly Rare' Deal
現在閱讀： Equinox Gold以 “極其罕見” 的交易以9.95億美元的價格收購了綠石金礦
Image: Shutterstock
圖片：Shutterstock