The Bull Case For Newmont (NEM) Could Change Following CEO Transition to Natascha Viljoen

• Newmont Corporation recently announced that CEO Tom Palmer will retire at the end of 2025 and be succeeded by President and COO Natascha Viljoen, who will become the first woman to lead the company in its 104-year history.
• This leadership transition comes alongside continued operational momentum, highlighted by the first gold pour at the Ahafo North Project in Ghana and new expansion initiatives.
• We'll explore how the appointment of Natascha Viljoen as CEO could influence Newmont's investment narrative and long-term growth outlook.

We've found 19 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.

Newmont Investment Narrative Recap

To be a shareholder in Newmont today, you need to believe that resilient gold demand, disciplined execution, and successful integration of key expansion projects will support earnings and cash flow consistency, even as major mines face lower grades. The announced CEO transition to Natascha Viljoen is significant but is not expected to materially impact the biggest short-term catalyst, ongoing productivity improvements and cost control, or the largest current risk: operational disruptions and rising project costs at critical assets.

Against this backdrop, the first gold pour at Newmont’s Ahafo North Project in Ghana stands out, confirming a major production milestone and expanding the company’s presence in a key mining jurisdiction. As Ahafo North ramps up, it underscores Newmont’s ability to deliver on development commitments, reinforcing confidence in both project execution and future growth prospects.

By contrast, investors should be mindful of growing operational risks that could pressure margins and interrupt...

Read the full narrative on Newmont (it's free!)

Newmont's outlook projects $21.6 billion in revenue and $6.4 billion in earnings by 2028. This is based on a 1.6% annual revenue growth rate and a $0.2 billion increase in earnings from the current $6.2 billion.

Uncover how Newmont's forecasts yield a $79.64 fair value, a 8% downside to its current price.

Exploring Other Perspectives

With 11 recent fair value estimates from the Simply Wall St Community ranging from US$40.60 to US$80.52, opinions on Newmont’s worth differ widely. Many participants point to persistent operational and cost risks as potential headwinds worth monitoring.

Explore 11 other fair value estimates on Newmont - why the stock might be worth less than half the current price!

Build Your Own Newmont Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Newmont research is our analysis highlighting 3 key rewards that could impact your investment decision.
• Our free Newmont research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Newmont's overall financial health at a glance.

Want Some Alternatives?

Right now could be the best entry point. These picks are fresh from our daily scans. Don't delay:

• AI is about to change healthcare. These 31 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• The end of cancer? These 28 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.
• Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com