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Newmont Acquires 19.9% Interest in Orosur Mining for $2M

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Newmont Mining Corporation (NEM - Free Report) has inked a subscription deal with Orosur Mining Inc. Under the deal, the company purchased 29,213,186 common shares of Orosur Mining, representing roughly 19.9% of the issued and outstanding common shares, for a total consideration of $2 million. Notably, Newmont did not own any common shares of Orosur Mining prior to the completion of this private placement.    

Per the agreement, Newmont will have the right to take part in future equity issuance to maintain ownership interest. Also, the subscription agreement restricts Newmont to acquire more than 19.9% of Orosur Mining's outstanding voting securities. The conditions are valid for a period of five years following the closure of the deal.

According to Newmont, the common shares were acquired for investment purposes. Moreover, the company will evaluate its investment in Orosur Mining periodically. Based on such evaluation and other market conditions, Newmont may lower or increase shareholdings, which is subject to the terms of the agreement.

Shares of Newmont have lost 23.3% in the past three months, compared with the industry’s 21.3% decline.



Newmont, in its second-quarter earnings call, stated that it continues to expect attributable gold production in the range of 4.9-5.4 million ounces for 2018 and 2019. The company also kept all-in sustaining costs (AISC) outlook unchanged for 2018 in the range of $965-$1,025 per ounce. Costs applicable to sales (CAS) outlook for gold were also unchanged in the range of $700-$750 per ounce.

The company’s attributable copper production forecast for 2018 is unchanged in the range of 40,000-60,000 tons.

Newmont continues to invest in growth projects in a calculated manner. The company is pursuing a number of projects including Tanami Expansion in Australia and Subika Underground as well as Ahafo mill expansion in Africa. During second-quarter 2018, Northwest Exodus and Twin Underground projects were completed, which will add lower cost production in Nevada.  

However, rising production cost is a concern. The company’s projected AISC for 2018 is higher than $924 recorded for full-year 2017. Newmont’s AISC rose 16% to $1,024 per ounce in the last reported quarter, mainly due to higher per unit costs applicable to sales, higher exploration costs and increased spending on advanced projects. Moreover, costs at Long Canyon and Boddington mines are expected to increase in the third quarter.   

 

Zacks Rank & Stocks to Consider

Newmont currently carries a Zacks Rank #3 (Hold).

A few better-ranked stocks in the basic materials space are Ingevity Corporation (NGVT - Free Report) , Celanese Corporation (CE - Free Report) and Huntsman Corporation (HUN - Free Report) , each sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Ingevity has an expected long-term earnings growth rate of 12%. Its shares have moved up 64.4% in the past year.

Celanese has an expected long-term earnings growth rate of 10%. Its shares have gained 15.4% in the past year.

Huntsman has an expected long-term earnings growth rate of 8.5%. Its shares have returned 4.2% in a year.

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