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

Northern Star Resources / Equity Bottom-Up

<ul><li>Northern Star&rsquo;s relative underperformance has attracted Gold Fields, one of the world&rsquo;s largest gold producers, in what brokers characterise as a strategically appealing combination.</li><li> Northern Star shares have been de-rated in 2026 Weaker share price attracts unwelcome interest from Gold Fields Northern Star's rejection belies the potential for a global gold producing behemoth</li></ul>

Northern Star&rsquo;s relative underperformance has attracted Gold Fields, one of the world&rsquo;s largest gold producers, in what brokers characterise as a strategically appealing combination. Northern Star shares have been de-rated in 2026 Weaker share price attracts unwelcome interest from Gold Fields Northern Star's rejection belies the potential for a global gold producing behemoth

Gold Fields & Northern Star; Is It On, Is It Off?

<ul><li>As gold prices hit record highs, Northern Star has delivered yet another downgrade, leading brokers to question management, and the share price to tank.</li><li> Northern Star Resources downgrades FY26 production guidance, again Jundee and grade issues at KCGM Mill to blame KCGM issues at mill upgrade Much faith being placed in FY27 Rapid share price de-rating leaves Buy ratings mostly intact</li></ul>

As gold prices hit record highs, Northern Star has delivered yet another downgrade, leading brokers to question management, and the share price to tank. Northern Star Resources downgrades FY26 production guidance, again Jundee and grade issues at KCGM Mill to blame KCGM issues at mill upgrade Much faith being placed in FY27 Rapid share price de-rating leaves Buy ratings mostly intact

Research from Atrium Research, Atrium Research Corporation

Atrium Research

Research from Atrium Research

Atrium Research Corporation

Atrium Research provides institutional quality issuer paid research on public equities in North America. Our investment philosophy takes a 3-5 year view on equities currently being overlooked by the market. Our research process emphasizes understanding the key performance metrics for each specific company, trustworthy management teams, unit economics, and an in-depth valuation analysis. 

Our research product includes in-depth initiation reports, research notes, thematic research pieces, and company fact sheets.

Thematic (Sector/Industry)

<ul><li>Producers, developers, and explorers continue to trade at low multiples.</li><li>These low multiples make for great buying opportunities; there are plenty of standout winners despite the weak performance</li><li>We anticipate the number of bankruptcies to rise as companies struggle to raise funds and treasuries dwindle</li></ul>

Producers, developers, and explorers continue to trade at low multiples.These low multiples make for great buying opportunities; there are plenty of standout winners despite the weak performanceWe anticipate the number of bankruptcies to rise as companies struggle to raise funds and treasuries dwindle

<ul><li>Diversified contractor NRW Holdings&rsquo; first half result was a solid beat of consensus, with its Minerals, Energy & Technology segment the standout.</li><li> NRW Holdings&rsquo; earnings beat consensus by 10% MET segment beats by 21% Strong growth pipeline underpins value Brokers stick to Buy despite recent share price strength</li></ul>

Diversified contractor NRW Holdings&rsquo; first half result was a solid beat of consensus, with its Minerals, Energy & Technology segment the standout. NRW Holdings&rsquo; earnings beat consensus by 10% MET segment beats by 21% Strong growth pipeline underpins value Brokers stick to Buy despite recent share price strength

Strong Momentum Guides NRW Holdings' Outlook

<ul><li>Analysts are impressed by an ambitious five-year plan issued by Ramelius Resources.</li><li>FY26 marks the low point of ongoing gold production, according to management.</li><li> Ramelius Resources&rsquo; quarterly, guidance and 5-year plan Management is targeting a 170% increase on FY26 production guidance by FY30 Clever acquisitions and operational excellence receive thumbs up from sector analysts Ramelius considered the standout ASX-listed gold producer</li></ul>

Analysts are impressed by an ambitious five-year plan issued by Ramelius Resources.FY26 marks the low point of ongoing gold production, according to management. Ramelius Resources&rsquo; quarterly, guidance and 5-year plan Management is targeting a 170% increase on FY26 production guidance by FY30 Clever acquisitions and operational excellence receive thumbs up from sector analysts Ramelius considered the standout ASX-listed gold producer

Australia

Northern Star Resources Ltd manufactures precious metals. The Company provides mining and production of gold. Northern Star Resources serves customers in Australia and North America.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Northern Star Resources (NST AU)

Gold Fields & Northern Star; Is It On, Is It Off?

Northern Star’s relative underperformance has attracted Gold Fields, one of the world’s largest gold producers, in what brokers characterise as a...

FNArena

When Might Northern Star's Woes End?

As gold prices hit record highs, Northern Star has delivered yet another downgrade, leading brokers to question management, and the share price to...

FNArena

Mining Monthly: November Edition

Producers, developers, and explorers continue to trade at low multiples. These low multiples make for great buying opportunities; there are plenty...

Atrium Research

Strong Momentum Guides NRW Holdings' Outlook

Diversified contractor NRW Holdings’ first half result was a solid beat of consensus, with its Minerals, Energy & Technology segment the...

FNArena

Thumbs Up For Ramelius' Ambitious Plans

Analysts are impressed by an ambitious five-year plan issued by Ramelius Resources. FY26 marks the low point of ongoing gold production, according...

FNArena

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)