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Analyst
Fahad Tariq
Period: Reporting periods mapped to calendar 2025 Q2 – 2026 Q2 (5 quarters; questions recorded in 4).
- Questions
- 7on tracked calls
- Challenge rate
- 0%none of 7 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 4with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 7 of 7 questions from 1 company
NEMNewmont7 questions · 4 reporting periods · 0 of 7 challenging
Calendar 2026 Q2
I just want to ask about the cost pressures potentially building up in the operations
Show response
CFO quantified the oil sensitivity, confirmed the lag into diesel and named the indirect categories being watched. Direct and specific.
the $500 million investment from the Canadian government, can you provide any more detail on what form that is taking
Show response
CEO confirmed it is a grant but said terms are still under negotiation, so the structure question was left open.
Calendar 2026 Q1
would it be possible to use local contractors for all the mining operations if the deadline doesn't change
Show response
CEO acknowledged local capability for bulk operations but flagged technical complexity concerns for other areas, maintaining a firm position on safety and productivity standards.
Ghana is asking Newmont among other companies to shift mining operations to local firms by the end of this year
Show response
CEO emphasized constructive engagement with Ghana's Minerals Commission and President Mahama, framing the issue as ongoing rather than new, but provided no specifics on timeline or cost impact.
Calendar 2025 Q3
Are you seeing any underlying cost inflation on labor, consumables, fuel, anything?
Show response
Normal labor and consumable inflation expected. Biggest challenge remains gold-price-linked taxes, royalties, and worker participation, which cost savings are partially offsetting.
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
Show response
Natascha clarified: 5.6M includes non-managed. Managed portion is ~4.2M oz, with 2026 expected at lower end of ±5% range. Driven by Peñasquito, Yanacocha, and Cadia transitions.
Calendar 2025 Q2
Can you maybe walk through production, why production is expected to decline specifically in the third quarter for these 2 mines?
Show response
Natascha explained Peñasquito naturally transitions to lower gold / higher silver-lead-zinc grades in mine sequence. Cadia sees PC2 winding down while PC2-3 ramps through lower initial grades.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| NEM Newmont | 7 | 0%none of 7 questions |
- NEMNewmont · 7 questions0%none of 7 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q4No questions recorded
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Regulation Policy3
- Cost Pressure2
- Macroeconomic2
- Revenue Growth2
- Margin1
- Capex Investment1
- Labor Market1
- Guidance Reliability1
- Competitive Dynamics1