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Source document· May 13, 2026

Newmont Transaction Highlights Rising Valuations For Undeveloped Gold Assets

View original at finance.yahoo.com
“Newmont (NYSE: NEM) — the world's largest gold producer — reported Q1 2026 results on April 23, 2026, with all-time record free cash flow of $3.1 billion”
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  • Newmont generated $3.1 billion in quarterly free cash flow in Q1 2026

    60% confidence
  • These figures are sensitivity scenarios, not new Mineral Resource or economic estimates; they illustrate how Skaergaard reads under different long term metal price assumptions

    60% confidence
  • Barrick is preparing a NewCo IPO of its North American gold assets

    60% confidence
  • The gold price reset is complete; when the price deck moves from $1,800 to $4,900 on the same ore body, undeveloped ounces in the ground are being revalued and 2022 long-dated optionality deposits now screen as near-term development candidates

    60% confidence
  • Kinross realized $4,873 per ounce gold in Q1 2026

    60% confidence
  • The Skaergaard Project sensitivity analysis shows 16.58 million ounces of palladium-equivalent Indicated and 21.92 million ounces Inferred at current metal prices

    60% confidence
  • Newmont realized $4,900 per ounce gold in Q1 2026

    60% confidence
  • Greenland Mines holds an 80% direct interest in the Skaergaard Project and an option on the remaining 20%

    60% confidence
  • Agnico Eagle posted record operating margins in Q1 2026

    60% confidence
  • The updated price deck produced a 45% grade uplift in the Indicated category and 55% in the Inferred category on a block model unchanged since 2022

    60% confidence
  • The 2022 NI 43-101 established a Total Indicated and Inferred Resource of 364.37 million tonnes at 2.17 g/t PdEq for the Skaergaard Project

    60% confidence
  • The Skaergaard resource corresponds to a gross undiscounted in-situ metal value of approximately $68 billion at February 2026 metal prices, on an illustrative basis before any technical or economic factors

    60% confidence

Data points we hold from this source

Newmont Corporation · cash3.1 USD
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Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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