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# Newmont: Average On The Cost Curve, But Above Average Upside Potential (Archive)
- URL: https://www.huntingalphas.com/newmont-average-on-the-cost-curve-but-above-average-upside-potential-archive/
- Published: 2025-12-30T17:53:00.000Z
- Updated: 2026-02-28T19:31:40.000Z
- Description: Newmont offers fair-value entry today with margin-accretive growth and technical outperformance potential.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, NEM, Basic Materials

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Ahafo North is starting commercial production, adding around 5% low-cost gold volume versus Newmont’s current run-rate and supporting margin expansion and free cash flow growth.
- Ongoing SG&A and project cost reductions from workforce restructuring and organizational simplification should further improve NEMt’s margins and cash flow conversion.
- Majority control of Nevada Gold Mines could unlock additional operational cost efficiencies on an already key 19.4% gold production and sales contributor for NEM.
- NEM trades close to fair value on 1-year forward P/CFPS, but rising earnings expectations and a correction in the multiple create an attractive setup.
- Technical charts suggest NEM can continue outperforming the S&P 500 until a major resistance level is reached.

Read the full article [here](https://seekingalpha.com/article/4856424-newmont-average-on-the-cost-curve-but-above-average-upside-potential?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*