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![DonDurrett Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::368059065.png) Don Durrett - goldstockdata.com [@DonDurrett](/creator/twitter/DonDurrett) on x 60K followers
Created: 2025-07-24 21:21:03 UTC

Newmont: Q2 results. 1.48M oz at $1650 AISC. $1.7B FCF. Trading at a XX FCF multiple. Did $1B in share buybacks. Qtrly XX cent dividend. Announced $3B share buyback program. Only paid down $372M in debt. 

They appear not to be concerned with paying off debt (typical hubris). $6.2B in cash. $7.1B in debt. Guidance for 2025 is 5.9M oz at $1650 AISC. I expect production to drop in Q3 from their recent divestments. Perhaps to 1.4M oz. FCF is expected to be lower in Q3, but we can expect more than $1B.

At a certain point, Wall St will begin to buy Newmont, and its FCF multiple will rapidly increase by 50%. Thus, it's currently valued at half price. 




XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948493656983294104/c:line.svg)

**Related Topics**
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[$372m](/topic/$372m)
[$3b](/topic/$3b)
[cent](/topic/cent)
[$1b](/topic/$1b)
[$17b](/topic/$17b)

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