Fahad Tariq

Basic Materials

Limited coverage. Only 5 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.

Companies

Questions

Challenge RatePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Challenge Trend

Q2 '25Q1 '26

Focus Areas7 topics

Regulation Policy2Revenue Growth2Labor Market1Guidance Reliability1Cost Pressure1Macroeconomic1Competitive Dynamics1

Trends3 quarters

Questions per Quarter

Questions

Challenging

Companies Covered

Question History5 questions

NEMNewmont3 quarters

2026 Q1

Ghana is asking Newmont among other companies to shift mining operations to local firms by the end of this year

Regulation PolicyLabor MarketView in transcript →

would it be possible to use local contractors for all the mining operations if the deadline doesn't change

Regulation PolicyView in transcript →

2025 Q3

You're saying it's within the same guidance range for the core portfolio as 2025, which would be 5.6 million ounces. But that -- but you're also saying it could be lower

Revenue GrowthGuidance ReliabilityView in transcript →

Are you seeing any underlying cost inflation on labor, consumables, fuel, anything?

Cost PressureMacroeconomicView in transcript →

2025 Q2

Can you maybe walk through production, why production is expected to decline specifically in the third quarter for these 2 mines?

Revenue GrowthCompetitive DynamicsView in transcript →

Fahad Tariq (Jefferies) — Tellvest