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Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The analyst commented: "Commodity selection is arguably the most important factor driving returns in metals & mining land. We believe that valuation is a close second. In this note, we refresh our Mining Valuation Book and update our valuation tools to assess ten stocks within our coverage universe, along with their peers. Finally, we offer ideas on VALE, ABX and GLEN.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Bernstein Mining Valuation Book: 'What's Mispriced in the Current Chaos? Three Ideas'

Mon, 09 Mar 2026 07:45:37 -0400

Bernstein analyst Bob Brackett highlights VALE, ABX, and GLEN as three ideas in the latest Global Metals & Mining note.

The Mining sector has outperformed the broad market year-to-date, driven by both EBITDA revision and multiple expansion (Exhibit 10 ). Central

Form 4 NEWMONT Corp /DE/ For: Mar 03 Filed by: Rodgers Mark C

Wed, 04 Mar 2026 16:34:00 -0400

si-local-file:///var/storage/secattach/20260304/26111881.html

Form 4 NEWMONT Corp /DE/ For: Mar 03 Filed by: Rodgers Mark C

Wed, 04 Mar 2026 16:34:00 -0400

si-local-file:///var/storage/secattach/20260304/26111881.html

Form 4 NEWMONT Corp /DE/ For: Mar 03 Filed by: Thornton David John

Wed, 04 Mar 2026 16:32:00 -0400

si-local-file:///var/storage/secattach/20260304/26111844.html

Form 4 NEWMONT Corp /DE/ For: Mar 03 Filed by: Thornton David John

Wed, 04 Mar 2026 16:32:00 -0400

si-local-file:///var/storage/secattach/20260304/26111844.html

JPMorgan Assumes Newmont Corp (NEM:AU) (NEM) at Overweight

Wed, 04 Mar 2026 04:55:14 -0400

JPMorgan analyst Jonathon Sharp assumes coverage on Newmont Corp (NEM:AU) (NYSE: NEM) with a Overweight rating and a price target of AUD226.00 (from AUD201.00).

The analyst comments: "We assume coverage of NEM with an OW rating and a Dec-26 PT of A$226ps. Key Takeaways: 1) Global producer with visible scale: NEM is the world’s largest gold miner and, on our estimates, can deliver a 5% production CAGR from 5.3Moz in FY26 to ~6Moz in FY29, with a forecasted rising gold price and a ~67% EBITDA margin. 2) Higher gold deck: We mark-to-market our forward curve based price forecasts and LT real

JPMorgan Assumes Newmont Corp (NEM:AU) (NEM) at Overweight

Wed, 04 Mar 2026 04:55:14 -0400

JPMorgan analyst Jonathon Sharp assumes coverage on Newmont Corp (NEM:AU) (NYSE: NEM) with a Overweight rating and a price target of AUD226.00 (from AUD201.00).

JPMorgan Assumes Newmont Corp (NEM:AU) (NEM) at Overweight

Wed, 04 Mar 2026 04:55:14 -0400

JPMorgan analyst Jonathon Sharp assumes coverage on Newmont Corp (NEM:AU) (NYSE: NEM) with a Overweight rating and a price target of AUD226.00 (from AUD201.00).

JPMorgan Assumes Newmont Corp (NEM:AU) (NEM) at Overweight

Wed, 04 Mar 2026 04:55:14 -0400

JPMorgan analyst Jonathon Sharp assumes coverage on Newmont Corp (NEM:AU) (NYSE: NEM) with a Overweight rating and a price target of AUD226.00 (from AUD201.00).

JPMorgan Assumes Newmont Corp (NEM:AU) (NEM) at Overweight

Wed, 04 Mar 2026 04:55:14 -0400

JPMorgan analyst Jonathon Sharp assumes coverage on Newmont Corp (NEM:AU) (NYSE: NEM) with a Overweight rating and a price target of AUD226.00 (from AUD201.00).

JPMorgan Assumes Newmont Corp (NEM:AU) (NEM) at Overweight

Wed, 04 Mar 2026 04:55:14 -0400

JPMorgan analyst Jonathon Sharp assumes coverage on Newmont Corp (NEM:AU) (NYSE: NEM) with a Overweight rating and a price target of AUD226.00 (from AUD201.00).

Newmont Corp (NEM:AU) (NEM) PT Raised to AUD215 at Citi

Wed, 04 Mar 2026 03:54:55 -0400

Citi analyst Alexander Hacking raised the price target on Newmont Corp (NEM:AU) (NYSE: NEM) to AUD215.00 (from AUD177.00) while maintaining a Buy rating.

Newmont Corp (NEM:AU) (NEM) PT Raised to AUD215 at Citi

Wed, 04 Mar 2026 03:54:55 -0400

Citi analyst Alexander Hacking raised the price target on Newmont Corp (NEM:AU) (NYSE: NEM) to AUD215.00 (from AUD177.00) while maintaining a Buy rating.

Newmont Corp (NEM:AU) (NEM) PT Raised to AUD215 at Citi

Wed, 04 Mar 2026 03:54:55 -0400

Citi analyst Alexander Hacking raised the price target on Newmont Corp (NEM:AU) (NYSE: NEM) to AUD215.00 (from AUD177.00) while maintaining a Buy rating.

Newmont Corp (NEM:AU) (NEM) PT Raised to AUD215 at Citi

Wed, 04 Mar 2026 03:54:55 -0400

Citi analyst Alexander Hacking raised the price target on Newmont Corp (NEM:AU) (NYSE: NEM) to AUD215.00 (from AUD177.00) while maintaining a Buy rating.