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Jun 30, 2023

Newmont Q2 2023 Earnings Report

Announced second quarter 2023 results and declared a second quarter dividend of $0.40 per share.

Key Takeaways

Newmont reported adjusted EBITDA of $910 million, net income of $155 million, and free cash flow of $40 million. The company produced 1.24 million attributable gold ounces and 256 thousand co-product gold equivalent ounces. They remain on track to achieve full year guidance.

Produced 1.24 million attributable gold ounces and 256 thousand co-product gold equivalent ounces (GEOs).

Gold Costs Applicable to Sales (CAS) of $1,054 per ounce and gold All-In Sustaining Costs (AISC) of $1,472 per ounce.

Generated $656 million of cash from continuing operations and reported $40 million of Free Cash Flow.

Reported Net Income of $155 million, with Adjusted Net Income (ANI) of $0.33 per diluted share and Adjusted EBITDA of $910 million.

Total Revenue
$2.68B
Previous year: $3.06B
-12.3%
EPS
$0.33
Previous year: $0.46
-28.3%
Gold Produced
1.24M
Previous year: 1.5M
-17.3%
Gold Sold
1.2M
Previous year: 1.46M
-17.7%
Avg Gold Price
$1.97K
Previous year: $1.84K
+7.0%
Gross Profit
$654M
Previous year: $729M
-10.3%
Cash and Equivalents
$2.83B
Previous year: $4.31B
-34.3%
Free Cash Flow
$40M
Previous year: $514M
-92.2%
Total Assets
$38.1B
Previous year: $39.7B
-3.9%

Newmont

Newmont

Forward Guidance

Newmont expects increasing gold production and ongoing investment into its operating assets and most promising growth prospects. Newmont has withdrawn its full-year 2023 guidance for Peñasquito.

Positive Outlook

  • Ahafo is expected to reach higher grade and tonnes mined from Subika Underground with access to the third mining level and additional draw points, in addition to higher ore tonnes mined and improved grade at the Subika Open Pit.
  • Cerro Negro is expected to improve productivity and reach higher grade stopes from the first wave of the Cerro Negro District Expansions.
  • Tanami is expected to deliver higher tonnes mined and processed and reach the year’s highest grades during the fourth quarter.
  • Akyem is expected to deliver higher grade tonnes in the second half of the year following the decision to optimize the mine plan for safety and productivity in the second quarter.
  • Nevada Gold Mines and Pueblo Viejo are both expected to be weighted strongly toward the second half of the year.

Challenges Ahead

  • Suspended operations at the Peñasquito site.
  • Éléonore site was evacuated and temporarily shut down due to wildfires in Canada.
  • Cerro Negro paused mining to complete important inspections for the safety and wellbeing of its workforce.
  • Lower than planned production was delivered from the non-managed joint venture at Pueblo Viejo.
  • Withdrew its full-year 2023 guidance for Peñasquito.