Valuentum Exclusive Analysis for the Discerning Investor

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Nov 3, 2021

Newmont’s Third Quarter Earnings Disappoints Though Management Remains Very Shareholder Friendly
Image Shown: Though Newmont Corporation’s third quarter earnings disappointed, the gold miner remains very shareholder friendly. Image Source: Newmont Corporation – Third Quarter of 2021 IR Earnings Presentation. One of our favorite mining plays is the gold miner Newmont Corporation, which has producing assets around the world including in Australia, Argentina, the Dominican Republic, Ghana, Mexico, Peru, Suriname, Canada, and the US. Newmont has a robust development pipeline in those countries via new producing mines and expansion projects (roughly 88% of Newmont’s reserves are in the Americas and Australia), along with potential upside in Japan, Ethiopia, Colombia, and elsewhere. The company’s management team is incredibly shareholder friendly (its quarterly payout has grown from $0.14 per share in 2019 to $0.55 per share currently and the firm is actively buying back its stock), and Newmont’s free cash flow generating abilities are impressive. We like Newmont as an idea in the Dividend Growth Newsletter portfolio. As of this writing, shares of NEM yield a nice ~4.1%.

Jun 7, 2021

Favorite Miner Newmont Shines Bright
Image Source: Newmont Corporation – June 2021 IR Presentation. On January 13, 2020, we added shares of Newmont Corp as an idea to the Dividend Growth Newsletter portfolio. The gold miner has a top-notch asset base located in favorable mining jurisdictions with ample reserves to maintain and potentially grow its production base over the coming years. Other than gold, Newmont also produces silver, lead, copper, and zinc. We continue to view Newmont as one of the best positioned miners out there and see the company as a way to hedge against growing inflationary pressures. Shares of NEM yield ~3.1% on a forward-looking basis.

Mar 12, 2021

Newmont Doubles Down on the “Golden Triangle”
Image Shown: Newmont Corporation has an impressive project pipeline that will help ensure the gold miner’s production levels stay healthy over the decades to come, underpinning its promising long-term cash flow trajectory. We continue to like Newmont as an idea in our Dividend Growth Newsletter portfolio. Image Source: Newmont Corporation – March 2021 IR Presentation. We include gold miner Newmont Corp as an idea in the Dividend Growth Newsletter portfolio. Though gold prices have shifted somewhat lower over the past few months, they remain at levels where Newmont’s free cash flow growth outlook is incredibly bright. Shares of NEM yield ~3.8% on a forward-looking basis as of this writing after the company approved a large dividend increase in February 2021. In this article, we cover Newmont’s recent acquisition, which will add another long-term development opportunity to its global portfolio in a region that was already home to one of Newmont’s promising development opportunities.

Dec 18, 2020

Dividend Increases/Decreases for the Week December 18
Let's take a look at companies that raised/lowered their dividend this week.

Oct 16, 2020

Dividend Increases/Decreases for the Week October 16
Let's take a look at companies that raised/lowered their dividend this week.

Mar 20, 2020

Dividend Increases/Decreases for the Week Ending March 20
Let's take a look at companies that raised/lowered their dividend this week.

Nov 8, 2019

Dividend Increases/Decreases for the Week Ending November 8
Let's take a look at companies that raised/lowered their dividend this week.

May 10, 2019

Dividend Increases/Decreases for the Week Ending May 10
Let's take a look at companies that raised/lowered their dividend this week.

Dec 14, 2018

Dividend Increases/Decreases for the Week Ending December 14
Let's take a look at companies that raised/lowered their dividend this week.

May 4, 2018

Dividend Increases/Decreases for the Week Ending May 4
Let's take a look at companies that raised/lowered their dividend this week.