Newmont Transaction Highlights Rising Valuations For Undeveloped Gold Assets

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The claims Via News extracted from this document. We point to the source; we don't replace it.

• The gold price reset is complete; when the price deck moves from $1,800 to $4,900 on the same ore body, undeveloped ounces in the ground are being revalued and 2022 long-dated optionality deposits now screen as near-term development candidates

  60% confidence

• The Skaergaard Project sensitivity analysis shows 16.58 million ounces of palladium-equivalent Indicated and 21.92 million ounces Inferred at current metal prices

  60% confidence

• Newmont realized $4,900 per ounce gold in Q1 2026

  60% confidence

• Greenland Mines holds an 80% direct interest in the Skaergaard Project and an option on the remaining 20%

  60% confidence

• Agnico Eagle posted record operating margins in Q1 2026

  60% confidence

• Kinross realized $4,873 per ounce gold in Q1 2026

  60% confidence

• The updated price deck produced a 45% grade uplift in the Indicated category and 55% in the Inferred category on a block model unchanged since 2022

  60% confidence

• Newmont generated $3.1 billion in quarterly free cash flow in Q1 2026

  60% confidence

• These figures are sensitivity scenarios, not new Mineral Resource or economic estimates; they illustrate how Skaergaard reads under different long term metal price assumptions

  60% confidence

• The 2022 NI 43-101 established a Total Indicated and Inferred Resource of 364.37 million tonnes at 2.17 g/t PdEq for the Skaergaard Project

  60% confidence

• Barrick is preparing a NewCo IPO of its North American gold assets

  60% confidence

• The Skaergaard resource corresponds to a gross undiscounted in-situ metal value of approximately $68 billion at February 2026 metal prices, on an illustrative basis before any technical or economic factors

  60% confidence

Data points we hold from this source