Newmont is the world's largest gold miner, capturing geopolitical safe-haven premiums as global instability and fiscal stress lift bullion demand. The Newcrest acquisition is integrating and delivering portfolio synergies and copper optionality. Asset divestitures to streamline the portfolio are the key signal driver.
Thesis reviewed May 29, 2026
Newmont Corporation is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States59NEUTRALView United States risk detail →⛏Mining6WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| AG | First Majestic Silver Corp. | 15 | +13% | ↓51% | EARLY |
| IVN | Ivanhoe Mines Ltd. | 15 | +17% | ↓51% | EARLY |
| RIO | Rio Tinto plc | 15 | +10% | ↓51% | EARLY |
| SAND | Sandstorm Gold Royalties Ltd. | 15 | +10% | ↓51% | EARLY |
| FM | First Quantum Minerals Ltd. | 15 | -7% | ↓51% | AVOID |
| GOLD | Barrick Gold Corporation | 15 | +11% | ↓51% | EARLY |
| NEM | Newmont Corporation | 15 | +10% | ↓51% | EARLY |
Investors who hold NEM may also have indirect exposure through these country funds.
Geopolitical instability sustains gold safe-haven premium
Newmont Newcrest integration synergies tracking ahead of plan
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 |