Newmont May Be Facing Lower Gold Prices And Higher Costs (Archive)
Higher-for-longer rates and rising costs cap Newmont’s upside, keeping valuation only modestly attractive.
Basic Materials
Barrick Mining: IPO Spinoff Dream Hits Royalty Shocker And Margin Squeeze (Archive)
IPO upside dulled by disputes, hidden royalties, rising costs, and richer valuation.
LyondellBasell: I'm Turning Bearish Again After Q4 Earnings (Archive)
Weak demand, rising costs and valuation froth drive my renewed bearish LYB stance.
Barrick Mining: Don't Miss This Gold Mine Expansion And IPO Re‑Rating Story (Archive)
Barrick’s Mali reset and Fourmile surge position this gold major for powerful upside.
LyondellBasell: 12% Divvy Yield But It Is At Risk Of Getting Cut (Archive)
Structural downturn, margin headwinds and FCF strain threaten LyondellBasell’s rich dividend.
Newmont: Average On The Cost Curve, But Above Average Upside Potential (Archive)
Newmont offers fair-value entry today with margin-accretive growth and technical outperformance potential.
Agnico Eagle Mines: One Of My Top Picks For 2026 (Archive)
Leveraged gold exposure via low-cost growth projects, attractive valuation, and supportive macro tailwinds.