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- Newmont Q3 Earnings Call Highlights
Newmont reported a stable third quarter, generating $1.9 billion of free cash flow in the quarter and $7.3 billion over the first nine months of 2026. The company returned about $1.9 billion to shareholders and improved its full-year all-in sustaining cost outlook to approximately $1,520 per ounce, while gold all-in sustaining costs were $1,454 per ounce in the third quarter. It expects fourth-quarter gold production of 1.4 million ounces, its strongest quarter of 2026, but all-in sustaining costs are expected to rise to about $1,900 per ounce due to the timing of sustaining capital, lower silver co-product credits at Peñasquito and fuel costs. Total portfolio production is projected to rise by a low- to mid-single-digit percentage in 2027, and a funding decision on the Red Chris Block Cave project is expected early next year, with commercial production targeted for 2033.
- Is There A Risk Hiding In Newmont Stock's Strong Cash Flow?
Newmont (NEM) generated $2.2 billion of free cash flow in Q2 2026, its highest for any second quarter, as higher gold prices lifted margins. Sustaining spending on its mines is planned to rise in the second half, with about 58% of 2026 sustaining spending falling in that period, tied to key programs at Boddington and Cadia. Newmont spent $438 million on sustaining and $285 million on new projects in Q2, and expects 63% of its 2026 development spending in the second half. Management said the Red Chris project may cost more than Newcrest's original estimates, on top of the $1.4 billion 2026 development guidance, with a funding decision due later in 2026 or early 2027. Newmont ended Q2 with $3.4 billion of net cash, modestly above its target range of $1 billion ±$2 billion, and the article treats the rising bill as a risk to weigh rather than an alarm.
- Newmont And 2 Gold Stocks To Improve Your Portfolio
The article notes that U.S. interest costs have reached a record $1t a year, raising investor concern about currencies and inflation and drawing attention to low-cost, financially solid gold miners. It highlights three stocks from the Elite Gold Stocks screen. Newmont (market value about $120.6b) draws revenue from large assets such as NGM (about $4.4b), with operational stability and cost discipline expected to improve EBITDA margins. Agnico Eagle Mines (market value about $95.0b) runs long-life, lower-cost mines, generating about $1.3b of free cash flow in Q2 2026, with all-in sustaining costs hundreds of dollars per ounce below the industry average. Franco-Nevada, a royalty and streaming company, earns about $2.0b from precious metals and has a market value near CA$65.9b, with record gold prices and acquisitions supporting its growth.
- Resolute Mining And 2 Other Australian Growth Stocks To Watch
Oil prices have recently climbed above US$113 per barrel as Middle East risks disrupt supply routes, and the article profiles three Australian growth stocks that analysts expect to deliver rapid earnings and revenue growth. Resolute Mining, a Perth-based gold producer, earns most of its revenue from the Syama mine in Mali (about $696 million) and the Mako mine in Senegal (about $307 million), with a market cap of A$2.4 billion, and its Doropo project is expected to add a large new source of ounces from 2028. Neuren Pharmaceuticals generates about A$69 million from commercial products, all from the United States, with a market cap of A$2.5 billion, and its NNZ-2591 candidate represents a second potential growth leg. Lynas Rare Earths reports about A$978 million in revenue from its rare earth operations and a market cap of A$11.5 billion, with its assets tied to rising demand for rare earth magnets used in electric vehicles and wind turbines.
- Why Did Agnico Eagle Mines (AEM) Stock Drop Today?
Freedom Broker downgraded Agnico Eagle Mines (AEM) from Buy to Hold, citing valuation limits and operational risks at Canadian Malartic and Odyssey, while recent earnings estimate cuts have drawn attention. Shares fell 6.1% over the past week and 13.5% over the past month, after a 21.4% gain over 90 days. The article suggests momentum may be fading as estimates reset and sector risk is reassessed. It notes the stock last closed at $176.15, against a $211.37 analyst reference level, while a popular user narrative sets fair value at $123,914.00, a far higher figure that relies on unconfirmed engineering forecasts.
- Alkane Resources - Quarterly Report - September 2026
Alkane Resources' quarterly report for the September 2026 quarter (Q1 FY27) shows gold-equivalent production of 40,740 AuEq oz at an AISC of $2,805/AuEq oz, with mine operating cash flow of $102 million and gold-equivalent sales of 38,348 oz generating $206 million in revenue at an average gold price of $5,128/oz. The company reaffirmed FY27 production guidance of 163-177koz gold equivalent at an AISC of $2,900-$3,200 per ounce. Cash, bullion and listed investments totalled $459 million after $13 million in income tax payments, with final FY26 income tax payments of $55-60 million expected in the December quarter. Alkane paid its maiden fully franked dividend of 2 cents per share and approved a $50 million buyback in September 2026. CEO Nic Earner said AISC came in below the full-year cost guidance range.
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- BIDV to seize more than 18,000 m2 of Trung Nam's land to handle bad debt
BAMC, the asset management and debt recovery unit of BIDV, announced it plans to seize an 18,027 m2 land plot in the Thủy Tú eco-urban area of Da Nang, owned by Trung Nam Joint Stock Company, to recover debt, starting at 8:00 on October 30, 2026. Trung Nam mortgaged the land to secure loans taken by two individuals from BIDV's Quang Trung branch. The bank had requested handover of the collateral since July 24, 2026, but the parties had not carried it out when the notice was issued. The notice does not disclose the outstanding debt or the separate valuation of the collateral. The Golden Hills City project covers a planned area of over 335 ha, and on July 7, 2026, Da Nang's People's Committee raised its total investment from 4,400 billion VND to more than 15,468 billion VND as part of efforts to resolve legal obstacles. Some 2,804 residential plots covering more than 42 ha have been completed and transferred, while the remaining works are scheduled for completion between 2027 and 2034.
- This Dividend King Yielding 3X the S&P 500 Looks Like a Buy Right Now.
Target (TGT), a Dividend King, has raised its dividend for 55 consecutive years, and its $1.16 quarterly payout yields about 3%, roughly three times the S&P 500's yield of about 1%. Comparable sales have grown in the first two quarters of 2026 after a 2.5% decline in the holiday quarter. In the quarter ended Aug. 1, advertising revenue rose 20%, while Target Circle 360 membership and Target Plus marketplace revenue each grew more than 40% year over year. Management says these businesses are growing profits faster than sales, and the payout ratio is under half of trailing earnings per share, while the long-term goal is near 40%. The shares trade at about 15 times expected earnings for this year, below the S&P 500's roughly 19 times.
- The Federal Reserve's Latest October Inflation Forecast Has Arrived, and It's Terrible News for Wall Street
U.S. stock indexes hit several record highs in 2026 on the AI infrastructure build-out, but persistently elevated inflation challenges that outlook. On Sept. 16, Fed Chair Kevin Warsh and 11 other FOMC members unanimously voted to raise rates by a quarter point to 3.75%-4.00%. The Cleveland Fed's Inflation Nowcasting tool shows CPI reaccelerating to an annualized 3.7% in September, with a forecast of 3.77% for October, largely driven by rising fuel costs from the ongoing closure of the Strait of Hormuz. Core PCE, one of the Fed's preferred price gauges, is projected to rise from 3% to 3.05% in September and 3.13% in October, and headline inflation has topped the 2% target for 67 months. According to CME FedWatch, there is a 72% probability that rates will rise by at least 75 basis points to 4.50%-4.75% by Sept. 15, 2027, and the article notes that an aggressive hiking cycle could weigh on the AI-driven stock market.
- Nvidia's Huang heads to Kazakhstan for the first time — and he's not the only one with big plans
Nvidia CEO Jensen Huang, on his first visit to Kazakhstan, said the country could become a major AI computing hub for Europe, citing its energy resources and plans to expand data center capacity. He stressed that nations should develop their own AI infrastructure and adapt the technology to their own languages and cultures. Kazakhstan declared 2026 the Year of Digitalization and Artificial Intelligence and in June announced a $10 billion AI infrastructure plan with U.S.-based AI cloud company Firebird, targeting a computing cluster of 100,000 advanced GPUs; Nvidia intends to invest in Firebird. AI video startup Higgsfield, which has more than 300 staff in Kazakhstan, said Nvidia and investment firm TCV invested in an extension of its Series B round, without disclosing the amount. The Data Center Valley project in Ekibastuz already has 300 megawatts of capacity available and plans to expand to 1 gigawatt, while GK Hyperscale plans a $1.5 billion investment in two hyperscale data centers.
- Meta Is Doing Something It’s Never Done Before. Here’s What It Means for Investors.
Meta Platforms is one of the main companies driving the AI boom, earning most of its revenue from advertising across its social media apps. In the latest quarter, revenue rose by double digits to $64 billion, and the company said its AI investments are boosting ad revenue, while capital expenditures keep climbing and its 2026 capex range was narrowed to $135 to $145 billion. For the first time, Meta announced a stock split by issuing non-voting Class C shares, giving one to each existing shareholder, which doubles the share count without affecting CEO Mark Zuckerberg's voting power. The article says this gives Meta more flexibility to raise capital, make acquisitions or offer shares to employees. The split will be paid as a dividend on Jan. 19; based on the Oct. 21 closing price of $697, the stock would be worth $348 afterward, though this could change with performance.
- Tax authority orders Agribank, BIDV, VietinBank, VPBank... to freeze and debit accounts of all individuals on the following list
Tuyen Quang Province Tax Sub-Department 6 published decisions on October 21 to forcibly collect unpaid taxes by debiting or freezing bank accounts of individuals who owe tax and late-payment penalties more than 90 days past the payment or extension deadline. Under the decisions, banks such as Agribank, BIDV, VietinBank and VPBank must freeze the accounts, report balances electronically, and transfer the amount owed to a state treasury account. If funds are insufficient, they transfer the remainder after keeping a minimum balance and continue collecting from later credits. Taxpayers can check their enforcement decisions on the General Department of Taxation website by selecting Public Services, then Public Tax Debt Enforcement.
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