Jose Martinez

Dec 5, 2024 | seekingalpha.com | Jose Martinez |José Martinez |Jose Martínez |José Manuel Martínez

Dec. 05, 2024 10:32 AM ET, SummaryNewmont has underperformed due to operational challenges, but improving efficiency and divesting non-core assets present a significant investment opportunity. Despite high All-in Sustaining Costs (AISC) of $1,600/oz in Q3 2024, Newmont is focused on increasing margins through key project ramp-ups. Barrick and AEM reported lower AISCs, highlighting NEM's current inefficiencies but also its potential for margin improvement.