$NEM — BUY 📊 | 6 MONTHS THESIS

$NEM — BUY 📊 | 6 MONTHS THESIS 🎯 Q1 2026 | Rev $7.3B | EPS $2.90 vs $2.17 🟢 💡 Consensus EPS estimates for 2026 are around $10, but based on Q1 annualized run-rate, Newmont could achieve $12+; the market's implied gold price assumption is lower than current spot, and the strong FCF generation is not fully reflected. 📉 Reward/risk: 2.33:1 🏢 Business Quality: 8/10 - World's largest gold miner with low costs, diversified assets, and strong balance sheet; demonstrated ability to generate massive FCF. 📊 Valuation: cheap - forward P/E ~8.6x on $12 EPS, FCF yield 11%, historical median P/E 12.1x suggests room for multiple expansion; EV/EBITDA lower than peers on... 🔮 Catalyst: Analyst upward EPS revisions following the Q1 beat and gold price strength 💰 Entry: $104, stop $95, target $125 📊 Our read: BUY. Full analysis → https://stockduty.xyz/s/NEM0619

🎯 Q1 2026 | Rev $7.3B | EPS $2.90 vs $2.17 🟢