Gold prices rise: Portfolio mgr. outlines 3 gold mining stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 05 2025
0mins
Should l Buy NEM?
Source: Yahoo Finance
Gold Prices Rising: Gold prices are increasing due to a weaker US dollar and upcoming trade tariff discussions, leading investors to seek safe-haven assets.
Expert Insight: Chris Mancini from Gabelli Funds discusses the growing appeal of gold in the current market conditions.
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Analyst Views on NEM
Wall Street analysts forecast NEM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NEM is 110.85 USD with a low forecast of 89.00 USD and a high forecast of 125.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 115.320
Low
89.00
Averages
110.85
High
125.00
Current: 115.320
Low
89.00
Averages
110.85
High
125.00
About NEM
Newmont Corporation is a gold company and a producer of copper, zinc, lead, and silver with operations and/or assets in the Africa, Australia, Latin America & Caribbean, North America, and Papua New Guinea regions. The Company's operations include Brucejack, Red Chris, Penasquito, Merian, Cerro Negro, Yanacocha, Boddington, Tanami, Cadia, Lihir, Ahafo, and NGM. The Brucejack operation includes four mining leases and six core mineral claims which cover 8,169 acres (3,306 hectares) and 337 mineral claims covering 298,795 acres (120,918 hectares). The Red Chris operation includes five mining leases which cover 12,703 acres and 199 mineral claims, encompassing an area of 164,903 acres (66,734 hectares). Penasquito includes 20 mining concessions for operations comprising 113,231 acres (45,823 hectares) and 60 mining concessions for exploration of 107,456 acres (43,486 hectares). The Merian operation includes one right of exploitation encompassing an area of 41,687 acres (16,870 hectares).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Precious Metals Surge: Mining stocks rallied as gold prices increased by 2% and silver surged over 6%, with Coeur Mining and Hecla Mining gaining more than 7% and 5% respectively, highlighting the positive impact of strong performance in the precious metals market on related stocks.
- Earnings Season Insights: More than half of S&P 500 companies have reported earnings, with 79% exceeding expectations, and Q4 earnings growth projected at 8.4%, which is likely to further boost market sentiment and enhance investor confidence.
- Economic Data Focus: The market will closely watch upcoming economic data releases, including the employment cost index and retail sales figures, which are expected to significantly influence future monetary policy and market trends.
See More
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- Stability in Real Estate Stocks: Realty Income (O) and Host Hotels & Resorts (HST) have maintained ratings for 237 and 225 days respectively, showcasing their stable earnings capabilities amid economic fluctuations, which may draw in capital seeking safe investments.
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See More
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- Market Recovery: The S&P 500 Index rose by 0.46%, the Dow Jones Industrial Average increased by 0.09%, and the Nasdaq 100 climbed by 0.61%, indicating a rebound in the market driven by recovering tech and chipmaker stocks, reflecting investor confidence in economic growth.
- Mining Stocks Surge: Gold prices increased by over 1% and silver prices jumped more than 6%, boosting mining stocks with Coeur Mining up over 6% and Freeport McMoRan up more than 5%, suggesting rising investor demand for precious metals amid inflation concerns.
- Positive Earnings Outlook: Over 79% of S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings growth projected at 8.4%, marking the tenth consecutive quarter of year-over-year growth, indicating sustained corporate profitability that could further drive stock market gains.
- Economic Data Focus: The market is closely watching upcoming employment and inflation data, with January nonfarm payrolls expected to rise by 69,000 and the unemployment rate to remain at 4.4%, as these figures will influence investor expectations regarding future monetary policy, potentially leading to market volatility.
See More
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- Declining Asset Value: Newmont (NEM) highlighted that the operational and management performance of Nevada Gold Mines has deteriorated over the past six years, necessitating improvements from Barrick (B) to restore asset value.
- IPO Plans at Risk: Newmont stated that any transaction involving its joint ventures must adhere to protective clauses in their agreements, including transfer restrictions, which could impede Barrick's plans to sell North American gold assets through an IPO by year-end.
- Complex Joint Venture Structure: In the Nevada joint venture, Barrick holds a 61.5% stake while Newmont owns 38.5%, granting Newmont a blocking right in the asset spinoff to safeguard its interests.
- Uncertain Future Outlook: Although Barrick plans to retain significant control over North American gold assets, the specifics of the spinoff remain undecided, potentially affecting investor expectations regarding future earnings.
See More
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Investment Strategies: Jeff Clark emphasizes the importance of identifying oversold stocks and sectors, particularly in software and grocery chains, while advising caution against popular trades like gold mining stocks.
Bitcoin Sentiment: Current bearish sentiment around Bitcoin contrasts sharply with previous bullish trends, with Clark suggesting that today's prices may be more attractive for investment compared to past highs.
Contrarian Opportunities: Clark highlights that emotional market conditions often present unique investment opportunities, particularly in sectors that are currently undervalued or overlooked.
See More
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- Investment Recommendations: While Cramer considers Newmont a solid investment choice, he expresses a preference for Agnico Eagle Mines, indicating that investors have multiple options in the gold market, which has shown overall strong performance.
- Industry Potential: Cramer highlights the excellent performance of the gold sector over the past year, suggesting that investments in this area carry relatively low risk, especially with the ongoing rise in gold prices, further solidifying Newmont's market position.
- AI Stock Comparison: Despite Newmont's impressive performance, the article notes that certain AI stocks may offer greater upside potential and lower downside risk, prompting investors to consider a diversified investment portfolio when making choices.
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