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Analyst
Matthew Murphy
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q1 (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 Q1
Newmont's delivering results with you in the CFO chair, but there is the interim in the title
Show response
CEO acknowledged the interim CFO status and said recruitment is going well with more information expected soon, but offered no timeline or candidate details.
Can you take us through where operations were beating your expectations?
Show response
CEO gave detailed site-by-site breakdown of outperformance drivers (Yanacocha, Cadia, Penasquito, Ahafo South) and confirmed Q2 will be slightly lower with Q3 recovery.
Calendar 2025 Q3
Are there key appointments that you're still looking to make? Or do you feel like you have the team to carry out that strategy already?
Show response
Natascha confirmed CFO is the key remaining hire. Restructured to 2 business units with 2 managing directors over 6 assets each, plus group heads for projects and HSEC. Team of 9 direct reports.
Has that gone as planned? And how is the ramp looking in Q4?
Show response
Ahafo North running on schedule at 65%+ of 300 tph design capacity. Commercial production being officially declared today. Official opening celebration next week.
Calendar 2025 Q2
as the spend picks up in the back half, how does that set it up for 2026?
Show response
Natascha detailed Lihir improvements: better road drainage enabling faster haul fleet, 9 trucks parked, reduced contractor footprint. Buffer stockpiles decouple mine from plant for more stable feed. Still work to do on asset management and plant reliability.
Calendar 2025 Q1
How should we think about the cash cost profile there? How is that program on mining for margin?
Show response
Karyn explained Q1 Lihir costs included ~$100M non-cash inventory adjustment that will normalize through the year. Full-year cost guidance for Lihir unchanged.
Can you give any commentary about how you think about the pace of the buyback?
Show response
Karyn confirmed buybacks will continue through the year, fueled by divestiture proceeds overperformance and elevated gold prices. No specific pacing commitment.
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 Q1 | 2 | 0%none of 2 questions | 1 |
| 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 |
- 2025 Q12 questions · challenge rate 0% (none of 2 questions) · 1 company
- 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
Topics
Topics tagged on this analyst’s questions.
- Competitive Dynamics2
- Capex Investment2
- Cost Pressure2
- Demand1
- Revenue Growth1
- Margin1
- Capital Allocation1