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GOLD

Snapshot
mcap $1.3B · fwd P/E 11.8 · P/S 0.1 · rev +99% y/y · margin 0% · short 16.5% of float · beta 0.6 · 48% of 52w range

Active theses holding GOLD

Recent news

Newmont's Record Free Cash Flow Momentum May Continue Into Q3
Newmont Corporation posted a record quarterly free cash flow of $2.2 billion in Q2 2026, a 29% year-over-year increase driven by higher metal prices and operational efficiency. Net cash from operations rose 23% to $2.9 b
Sep 23, 2026
Gold.com Q4 Results Show Growth Deceleration Despite 99% Revenue Jump
Gold.com's fiscal Q4 2026 results, released September 2, showed revenue nearly doubling year-over-year to $5.01 billion, driven largely by the acquisitions of Monex in January and Sunshine Minting in April, but a 52% seq
Sep 09, 2026
Newmont's Gold Production Drops, Costs Rise; Competitors Outperform
Newmont Corporation's gold production fell 13% year-over-year to 1.29 million ounces in Q2 2026, partly due to divestments and lower output from Cadia and other mines. The company expects 2026 production of about 5.26 mi
Sep 08, 2026
Bond Yields Pressure Gold, Mining Equities Show Value
Rising U.S. Treasury yields, with the 10-year near 4.8% and 30-year above 5.25%, pressure gold as a non-yielding asset, but central banks continue buying for wealth protection. The Dutch Central Bank moved 86 tonnes of g
Sep 08, 2026
Barrick and Newmont Resolve Nevada JV, Spark Gold Stock Debate
Newmont Corporation's stock surged 34.5% in August, driven by rising gold prices and the August 10 resolution of all disputes with Barrick Gold over their Nevada Gold Mines joint venture. Under the deal, Newmont paid Bar
Aug 28, 2026
Barrick Gold in focus as gold nears record highs
Barrick Gold drew sharp market focus as gold traded near record highs, with mining stocks extending one of their strongest weeks in years. The company, one of the world's largest gold producers, sits at the center of the
Aug 27, 2026
Newmont's Rising Costs May Pressure Margins in 2026
Newmont Corporation's gold costs rose sharply in Q2 2026, with CAS up 20% year-over-year to $1,463/oz and AISC up 22% to $1,938/oz, driven by lower production and higher sustaining capital. The company expects 2026 AISC
Aug 17, 2026
Barrick Mining Pullback Seen as Buying Opportunity Amid Strong Production
Barrick Mining shares have fallen roughly 20% from their 52-week high of $54.69 and are down about 0.5% year-to-date, but strong production and rising commodity prices present a buying opportunity. The company reported f
Aug 13, 2026

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