Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

Zijin Mining Group Co Ltd H / Event-Driven

<ul>
<li>Back on the 30th April 2025, <strong><a href="https://www.smartkarma.com/entities/zijin-mining-group-co-ltd-h" target="_blank" data-smartkarma-citation="entities:6358:1" rel="noopener">Zijin Mining (2899 HK)</a>  </strong><a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0430/2025043003439.pdf" target="_blank" rel="noopener">said</a> it planned to spin off its overseas gold mine assets on the Hong Kong exchange.</li>
<li>The newly created unit, Zijin Gold International, owns/operates mines in South America, Central Asia, Africa and Oceania, including the Buritica project in Colombia, the nation's largest gold mine.</li>
<li>A Circular is now <a href="https://www1.hkexnews.hk/listedco/listconews/sehk/2025/0610/2025061000537.pdf" target="_blank" rel="noopener">out</a> concerning the spin-off, which is <em>not</em> subject to shareholder approval. Pegged to peers, Zijin appears fully valued.</li>
</ul>


Back on the 30th April 2025, Zijin Mining (2899 HK)  said it planned to spin off its overseas gold mine assets on the Hong Kong exchange.
The newly created unit, Zijin Gold International, owns/operates mines in South America, Central Asia, Africa and Oceania, including the Buritica project in Colombia, the nation's largest gold mine.
A Circular is now out concerning the spin-off, which is not subject to shareholder approval. Pegged to peers, Zijin appears fully valued.


Zijin Mining (2899 HK): Fully Valued Ahead Of (Expected) Gold Unit Spin-Off

Energy Transition | AI | Shifting World Order, Mint Finance

Amrutha Raj

Energy Transition | AI | Shifting World Order

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Thematic (Sector/Industry)

<ul>
<li>Newmont completed a USD 2 billion debt tender, reflecting its ongoing debt-reduction strategy. Total debt fell from USD 6.4 billion in 2023 to USD 1.4 billion currently.</li>
<li>As the world’s largest gold miner and the only one in the S&amp;P 500, Newmont’s scale, portfolio reforms, cost discipline, and strong margins reinforce its industry leadership.</li>
<li>Strong metal prices, elevated gold, and a bullish options market, combined with a Sharpe ratio of 3.68, position Newmont to outperform peers and deliver efficient risk-adjusted returns to investors.</li>
</ul>


Newmont completed a USD 2 billion debt tender, reflecting its ongoing debt-reduction strategy. Total debt fell from USD 6.4 billion in 2023 to USD 1.4 billion currently.
As the world’s largest gold miner and the only one in the S&amp;P 500, Newmont’s scale, portfolio reforms, cost discipline, and strong margins reinforce its industry leadership.
Strong metal prices, elevated gold, and a bullish options market, combined with a Sharpe ratio of 3.68, position Newmont to outperform peers and deliver efficient risk-adjusted returns to investors.


From Debt to Dominance: How Newmont Is Redefining Gold Mining

Financial News, Analysis and Data, FNArena

FNArena

Financial News, Analysis and Data

Online financial media company focused on Australian equities, with a global perspective

Equity Bottom-Up

<ul><li>The AI trade took the S&P500 and Nasdaq to new highs (again) with markets in Japan and Europe rallying also.</li><li> The Australian market stumbled on Governor Bullock's hawish tone yesterday.</li><li>ASX200 futures are pointing to another day of net weakness.</li></ul>

The AI trade took the S&P500 and Nasdaq to new highs (again) with markets in Japan and Europe rallying also. The Australian market stumbled on Governor Bullock's hawish tone yesterday.ASX200 futures are pointing to another day of net weakness.

Macquarie Group Ltd - The Overnight Report: AI Fuels New Highs

<ul><li>In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls</li></ul>

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

<ul><li>A global perspective on what happened overnight</li></ul>

A global perspective on what happened overnight

PointsBet Holdings Ltd - The Overnight Report: Trade Deals, New Highs

United States

Newmont Corporation acquires, explores, and develops mineral properties. The Company produces and markets gold, copper, silver, zinc, and lead. Newmont serves customers worldwide.

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Newmont (NEM AU)

Zijin Mining (2899 HK): Fully Valued Ahead Of (Expected) Gold Unit Spin-Off

The record date for 1) entitlement to the Zijin Gold offering and 2) interim divi, will be the 12 Sept. The last day for dealing in the H shares...

David Blennerhassett

From Debt to Dominance: How Newmont Is Redefining Gold Mining

A deep dive into Newmont’s strategic reforms, including debt reduction and portfolio optimization, its disciplined financial management,...

Mint Finance

Macquarie Group Ltd - The Overnight Report: AI Fuels New Highs

The AI trade took the S&P500 and Nasdaq to new highs (again) with markets in Japan and Europe rallying also. The Australian market stumbled...

FNArena

Rudi's View: Bega Cheese, Cettire, Harvey Norman, Sigma, SiteMinder & More

In today's edition: -Ask FNArena -Review All-Weather Model Portfolio -Recent Updates On Expert Views -Best Buys & Conviction Calls

FNArena

PointsBet Holdings Ltd - The Overnight Report: Trade Deals, New Highs

A global perspective on what happened overnight

FNArena

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