Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Analyst
Josh Wolfson
Period: Reporting periods mapped to calendar 2024 Q4 – 2026 Q2 (7 quarters; questions recorded in 6).
- Questions
- 11on tracked calls
- Challenge rate
- 0%none of 11 questions
- Companies
- 1questioned at least once
- Reporting periods
- 6with 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 11 of 11 questions from 1 company
NEMNewmont11 questions · 6 reporting periods · 0 of 11 challenging
Calendar 2026 Q2
I noticed there was some new commentary on Ghanaian risks in the release.
Show response
CEO described direct engagement with the president and Minister of Lands and a working group toward a forward-looking stability agreement.
Calendar 2026 Q1
Is there any way the company can quantify the impact of sensitivity to some of these overall primary and secondary impacts
Show response
CEO declined to provide additional sensitivities beyond the disclosed $60M per $10/bbl oil price sensitivity, leaving second-order cost impacts unquantified.
broader trends in terms of costs and that would include labor or reagents
Show response
CEO confirmed labor agreements completed across all jurisdictions within plan, with no unexpected cost escalation on services or materials beyond what's in guidance.
Calendar 2025 Q4
Just going back to the long-term growth targets of 6 million ounces. Is there any time frame that can be disclosed on when that target is expected to be achieved? And maybe what are the larger driv...
Show response
Natascha deferred a specific timeline, saying asset reviews and long-term plans are just completed and they expect to provide a more detailed production profile towards end of 2026.
Could you clarify maybe what the company's views are on M&A today and maybe just how this plays into the current gold price environment?
Show response
Natascha reiterated satisfaction with existing portfolio and internal growth potential. Will evaluate portfolio changes in a disciplined way within the capital allocation framework but signaled no M&A appetite.
Calendar 2025 Q3
is there any sort of perspective you can provide on reserve pricing, gold assumptions for next year?
Show response
Natascha deferred to February guidance, noting they're in the middle of resource and reserve review. No early indication on gold price assumptions.
If the CapEx declined in '25 by $200 million, should we assume the number next year is the same as '25
Show response
Natascha confirmed 2026 CapEx will be higher to average out with 2025's $200M underspend. AISC impacted by lower-end production, higher sustaining capital, but partially offset by ongoing cost savings work.
Calendar 2025 Q2
has there been any thought towards which of the larger project updates we could expect and whether the outlook will be beyond just a 12- month basis?
Show response
Tom focused on delivering H2 safely. 2026 business plan actively being built. February release will provide 2026 numbers. Red Chris feasibility study could lead to FID consideration in 2026 timeframe.
I'm wondering if you can provide any more details on some of the trends you're seeing in your underlying cost structure
Show response
Tom confirmed cost trends in line with budget. No significant deviations in fuel, energy, materials, consumables, or labor. Higher taxes/royalties from gold prices as expected.
Calendar 2024 Q4
how should investors and analysts assess the success of the Newcrest acquisition, given the impact of production and costs so far
Show response
Tom pointed to multi-decade potential of Cadia caves, Lihir's 36M oz resource base, Red Chris feasibility, and Q4 record FCF as indicators of go-forward portfolio strength.
Should we expect to receive any substantive information beyond one year in future releases maybe in 2026?
Show response
Tom reiterated deliberate one-year focus. Said they'll take all of 2025 to understand the portfolio and decide whether to provide multi-year guidance with 2026 release.
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 | 11 | 0%none of 11 questions |
- NEMNewmont · 11 questions0%none of 11 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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 1 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
| 2026 Q1 | 2 | 0%none of 2 questions | 1 |
| 2026 Q2 | 1 | 0%none of 1 question | 1 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q1No questions recorded
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2026 Q21 question · challenge rate 0% (none of 1 question) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Cost Pressure4
- Guidance Reliability4
- M&A2
- Capex Investment2
- Regulation Policy1
- Geographic Expansion1
- Labor Market1
- Revenue Growth1
- Capital Allocation1
- Macroeconomic1
Show all 12 topics
- Margin1
- Competitive Dynamics1