Subtext

Newmont Corporation NEM

SectorMaterials
Transcripts78
Date range2006-02-28 – 2025-04-24
Calls charted75

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-21-11+0+11+212005 Q42009 Q12011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12005 Q4 · Overall: +0.62006 Q1 · Overall: +0.62006 Q2 · Overall: +4.62006 Q3 · Overall: +1.42007 Q3 · Overall: +6.02007 Q4 · Overall: +2.72008 Q1 · Overall: +4.42008 Q2 · Overall: +3.92008 Q3 · Overall: -5.32008 Q4 · Overall: +6.42009 Q1 · Overall: +2.62009 Q2 · Overall: +0.52009 Q3 · Overall: +16.02009 Q4 · Overall: +9.32010 Q1 · Overall: +6.92010 Q2 · Overall: +5.42010 Q3 · Overall: +5.82010 Q4 · Overall: +6.42011 Q1 · Overall: +2.32011 Q2 · Overall: +4.22011 Q3 · Overall: +4.32011 Q4 · Overall: +4.32012 Q1 · Overall: +2.92012 Q2 · Overall: +4.82012 Q3 · Overall: +0.82012 Q4 · Overall: +9.42013 Q1 · Overall: +3.52013 Q2 · Overall: -1.72013 Q3 · Overall: +7.12013 Q4 · Overall: +7.02014 Q1 · Overall: +6.42014 Q2 · Overall: +8.12014 Q3 · Overall: +1.82014 Q4 · Overall: +11.82015 Q1 · Overall: +3.92015 Q2 · Overall: +11.92015 Q3 · Overall: +4.72015 Q4 · Overall: +10.22016 Q1 · Overall: +11.12016 Q2 · Overall: +12.42016 Q3 · Overall: +11.22016 Q4 · Overall: +7.42017 Q1 · Overall: +12.62017 Q2 · Overall: +3.92017 Q3 · Overall: +16.92017 Q4 · Overall: +18.32018 Q1 · Overall: +4.82018 Q2 · Overall: +13.92018 Q3 · Overall: +5.22018 Q4 · Overall: +15.42019 Q1 · Overall: +9.72019 Q2 · Overall: +11.32019 Q3 · Overall: +15.02019 Q4 · Overall: +12.92020 Q1 · Overall: +9.62020 Q2 · Overall: +10.12020 Q3 · Overall: +12.52020 Q4 · Overall: +7.72021 Q1 · Overall: +12.42021 Q2 · Overall: +5.52021 Q3 · Overall: +5.32021 Q4 · Overall: +11.42022 Q1 · Overall: +0.62022 Q2 · Overall: +1.42022 Q3 · Overall: +5.12022 Q4 · Overall: +10.02023 Q1 · Overall: +7.92023 Q2 · Overall: +8.72023 Q3 · Overall: +5.92023 Q4 · Overall: +7.22024 Q1 · Overall: -11.12024 Q2 · Overall: +6.72024 Q3 · Overall: +3.12024 Q4 · Overall: +8.32025 Q1 · Overall: +1.5
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-42-21+0+21+422005 Q42009 Q12011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12005 Q4 · CEO: +2.72006 Q1 · CEO: +5.82006 Q2 · CEO: +9.92006 Q3 · CEO: +3.02007 Q4 · CEO: +6.02008 Q1 · CEO: +6.72008 Q2 · CEO: +8.82008 Q3 · CEO: -4.82008 Q4 · CEO: +6.32009 Q1 · CEO: +3.82009 Q2 · CEO: +2.12009 Q3 · CEO: +26.82009 Q4 · CEO: +8.12010 Q1 · CEO: +7.82010 Q2 · CEO: +14.72010 Q3 · CEO: +12.82010 Q4 · CEO: +13.42011 Q1 · CEO: +8.52011 Q2 · CEO: +5.02011 Q3 · CEO: +8.42011 Q4 · CEO: +5.92012 Q1 · CEO: +5.42012 Q2 · CEO: +11.72012 Q3 · CEO: +10.62012 Q4 · CEO: +9.12013 Q1 · CEO: +2.22013 Q2 · CEO: +4.62013 Q3 · CEO: +7.32013 Q4 · CEO: +14.42014 Q1 · CEO: +12.92014 Q2 · CEO: +11.52014 Q3 · CEO: +8.12014 Q4 · CEO: +16.42015 Q1 · CEO: +9.52015 Q2 · CEO: +16.62015 Q3 · CEO: +12.42016 Q3 · CEO: +19.02016 Q4 · CEO: +12.72017 Q1 · CEO: +21.82017 Q2 · CEO: +16.92017 Q3 · CEO: +20.72017 Q4 · CEO: +28.52018 Q1 · CEO: +11.32018 Q2 · CEO: +21.62018 Q3 · CEO: +9.92018 Q4 · CEO: +26.12019 Q1 · CEO: +16.92019 Q2 · CEO: +36.82019 Q3 · CEO: +19.82019 Q4 · CEO: +15.22020 Q1 · CEO: +8.02020 Q2 · CEO: +8.42020 Q3 · CEO: +14.22020 Q4 · CEO: +3.62021 Q1 · CEO: +13.12021 Q3 · CEO: +4.12021 Q4 · CEO: +7.62022 Q1 · CEO: -0.32022 Q2 · CEO: +2.02022 Q3 · CEO: +5.72022 Q4 · CEO: +11.32023 Q1 · CEO: +9.02023 Q2 · CEO: +10.12023 Q3 · CEO: +6.82023 Q4 · CEO: +8.82024 Q2 · CEO: +12.02024 Q3 · CEO: +5.22024 Q4 · CEO: +11.62025 Q1 · CEO: +4.02006 Q1 · CFO: -2.02006 Q3 · CFO: +1.12007 Q3 · CFO: +7.52008 Q4 · CFO: +5.82009 Q2 · CFO: +1.82009 Q3 · CFO: +8.02009 Q4 · CFO: +6.12010 Q1 · CFO: +8.82010 Q2 · CFO: +0.52010 Q3 · CFO: +6.92010 Q4 · CFO: +6.72011 Q1 · CFO: -1.12011 Q2 · CFO: +3.22011 Q3 · CFO: +1.52011 Q4 · CFO: +4.82012 Q1 · CFO: +7.22012 Q2 · CFO: -3.02012 Q3 · CFO: -7.92012 Q4 · CFO: +0.02013 Q1 · CFO: +2.82013 Q2 · CFO: -15.02013 Q3 · CFO: +1.82013 Q4 · CFO: -7.52014 Q1 · CFO: -4.32014 Q2 · CFO: +15.02014 Q3 · CFO: -4.72014 Q4 · CFO: +10.52015 Q1 · CFO: -4.02015 Q2 · CFO: +11.42015 Q3 · CFO: +4.02016 Q3 · CFO: +11.92016 Q4 · CFO: +8.92017 Q1 · CFO: +17.12017 Q2 · CFO: +15.32017 Q3 · CFO: +31.52017 Q4 · CFO: +17.12018 Q1 · CFO: +7.12018 Q2 · CFO: +19.02018 Q3 · CFO: +5.92018 Q4 · CFO: +2.42019 Q1 · CFO: +12.12019 Q2 · CFO: +7.52019 Q3 · CFO: +15.22019 Q4 · CFO: +11.52020 Q1 · CFO: +10.22020 Q2 · CFO: +16.12020 Q3 · CFO: +12.72020 Q4 · CFO: +19.12021 Q1 · CFO: +12.22022 Q4 · CFO: +18.52023 Q2 · CFO: +23.82024 Q4 · CFO: -4.02025 Q1 · CFO: +14.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-34-17+0+17+342005 Q42009 Q12011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12005 Q4 · Prepared remarks: +1.62006 Q1 · Prepared remarks: +3.52006 Q2 · Prepared remarks: +9.72006 Q3 · Prepared remarks: +0.42007 Q3 · Prepared remarks: +9.32007 Q4 · Prepared remarks: +4.82008 Q1 · Prepared remarks: +6.12008 Q2 · Prepared remarks: +10.32008 Q3 · Prepared remarks: -5.12008 Q4 · Prepared remarks: +8.12009 Q1 · Prepared remarks: +5.92009 Q2 · Prepared remarks: +3.92009 Q3 · Prepared remarks: +19.22009 Q4 · Prepared remarks: +9.42010 Q1 · Prepared remarks: +10.12010 Q2 · Prepared remarks: +0.02010 Q3 · Prepared remarks: +14.62010 Q4 · Prepared remarks: +7.62011 Q1 · Prepared remarks: +1.62011 Q2 · Prepared remarks: +9.42011 Q3 · Prepared remarks: +13.22011 Q4 · Prepared remarks: +9.72012 Q1 · Prepared remarks: +3.32012 Q2 · Prepared remarks: +6.72012 Q3 · Prepared remarks: +5.32012 Q4 · Prepared remarks: +15.22013 Q1 · Prepared remarks: +10.82013 Q2 · Prepared remarks: +3.92013 Q3 · Prepared remarks: +7.02013 Q4 · Prepared remarks: +9.72014 Q1 · Prepared remarks: +9.52014 Q2 · Prepared remarks: +17.52014 Q3 · Prepared remarks: +2.82014 Q4 · Prepared remarks: +17.92015 Q1 · Prepared remarks: +10.82015 Q2 · Prepared remarks: +18.62015 Q3 · Prepared remarks: +11.92015 Q4 · Prepared remarks: +18.62016 Q1 · Prepared remarks: +20.82016 Q2 · Prepared remarks: +19.32016 Q3 · Prepared remarks: +20.22016 Q4 · Prepared remarks: +17.62017 Q1 · Prepared remarks: +22.82017 Q2 · Prepared remarks: +8.42017 Q3 · Prepared remarks: +28.62017 Q4 · Prepared remarks: +23.42018 Q1 · Prepared remarks: +12.12018 Q2 · Prepared remarks: +16.32018 Q3 · Prepared remarks: +7.42018 Q4 · Prepared remarks: +25.32019 Q1 · Prepared remarks: +21.52019 Q2 · Prepared remarks: +22.02019 Q3 · Prepared remarks: +29.92019 Q4 · Prepared remarks: +21.92020 Q1 · Prepared remarks: +19.02020 Q2 · Prepared remarks: +20.62020 Q3 · Prepared remarks: +19.32020 Q4 · Prepared remarks: +14.72021 Q1 · Prepared remarks: +16.12021 Q2 · Prepared remarks: +17.72021 Q3 · Prepared remarks: +11.92021 Q4 · Prepared remarks: +18.12022 Q1 · Prepared remarks: +9.52022 Q2 · Prepared remarks: +9.42022 Q3 · Prepared remarks: +16.92022 Q4 · Prepared remarks: +16.02023 Q1 · Prepared remarks: +15.02023 Q2 · Prepared remarks: +14.22023 Q3 · Prepared remarks: +13.02023 Q4 · Prepared remarks: +13.92024 Q1 · Prepared remarks: -3.92024 Q2 · Prepared remarks: +16.22024 Q3 · Prepared remarks: +10.22024 Q4 · Prepared remarks: +15.82025 Q1 · Prepared remarks: +13.32005 Q4 · Q&A responses: +4.42006 Q1 · Q&A responses: +2.82006 Q2 · Q&A responses: +4.12006 Q3 · Q&A responses: +3.82007 Q3 · Q&A responses: +4.82007 Q4 · Q&A responses: +2.92008 Q1 · Q&A responses: +3.52008 Q2 · Q&A responses: +3.42008 Q3 · Q&A responses: -4.42008 Q4 · Q&A responses: +4.32009 Q1 · Q&A responses: +3.42009 Q2 · Q&A responses: +0.72009 Q3 · Q&A responses: +16.42010 Q1 · Q&A responses: +7.72010 Q2 · Q&A responses: +7.52010 Q3 · Q&A responses: +4.02010 Q4 · Q&A responses: +10.42011 Q1 · Q&A responses: +4.52011 Q2 · Q&A responses: +3.72011 Q3 · Q&A responses: +1.82011 Q4 · Q&A responses: +1.22012 Q1 · Q&A responses: +2.52012 Q2 · Q&A responses: +4.62012 Q3 · Q&A responses: -2.82012 Q4 · Q&A responses: +4.52013 Q1 · Q&A responses: +0.02013 Q2 · Q&A responses: -1.12013 Q3 · Q&A responses: +10.32013 Q4 · Q&A responses: +6.52014 Q1 · Q&A responses: +8.22014 Q2 · Q&A responses: +2.92014 Q3 · Q&A responses: +8.42014 Q4 · Q&A responses: +10.92015 Q1 · Q&A responses: +1.72015 Q2 · Q&A responses: +11.22015 Q3 · Q&A responses: +3.02015 Q4 · Q&A responses: +6.52016 Q1 · Q&A responses: +11.22016 Q2 · Q&A responses: +12.72016 Q3 · Q&A responses: +10.32016 Q4 · Q&A responses: +4.82017 Q1 · Q&A responses: +9.72017 Q2 · Q&A responses: +0.62017 Q3 · Q&A responses: +6.52017 Q4 · Q&A responses: +11.92018 Q1 · Q&A responses: -2.92018 Q2 · Q&A responses: +18.32018 Q3 · Q&A responses: +9.72018 Q4 · Q&A responses: +7.32019 Q1 · Q&A responses: +3.42019 Q2 · Q&A responses: +6.62019 Q3 · Q&A responses: +10.32019 Q4 · Q&A responses: +11.22020 Q1 · Q&A responses: +2.92020 Q2 · Q&A responses: +4.02020 Q3 · Q&A responses: +8.22020 Q4 · Q&A responses: +1.72021 Q1 · Q&A responses: +14.82021 Q2 · Q&A responses: +0.72021 Q3 · Q&A responses: +4.62021 Q4 · Q&A responses: +10.22022 Q1 · Q&A responses: -1.12022 Q2 · Q&A responses: +2.42022 Q3 · Q&A responses: +0.72022 Q4 · Q&A responses: +9.92023 Q1 · Q&A responses: +4.72023 Q2 · Q&A responses: +6.32023 Q3 · Q&A responses: +5.22023 Q4 · Q&A responses: +5.32024 Q1 · Q&A responses: -7.62024 Q2 · Q&A responses: +5.42024 Q3 · Q&A responses: +0.32024 Q4 · Q&A responses: +4.42025 Q1 · Q&A responses: -1.2
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.48$2.57$4.652005 Q42009 Q12011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12014 Q1: $1.012014 Q2: $1.152014 Q3: $1.212014 Q4: $1.022015 Q1: $1.232015 Q2: $1.232015 Q3: $0.952015 Q4: $0.772016 Q1: $0.852016 Q2: $1.472016 Q3: $1.942016 Q4: $1.732017 Q1: $1.042017 Q2: $1.152017 Q3: $1.282017 Q4: $1.402018 Q1: $1.472018 Q2: $1.552018 Q3: $1.442018 Q4: $1.222019 Q1: $1.192019 Q2: $1.382019 Q3: $1.942019 Q4: $1.952020 Q1: $2.092020 Q2: $2.572020 Q3: $3.692020 Q4: $4.362021 Q1: $3.842021 Q2: $3.752021 Q3: $3.562021 Q4: $3.132022 Q1: $3.062022 Q2: $3.132022 Q3: $2.342022 Q4: $2.012023 Q1: $2.192023 Q2: $2.632023 Q3: $2.592023 Q4: $2.212024 Q1: $2.022024 Q2: $2.892024 Q3: $3.54

Forward P/E

12.3023.3434.392005 Q42009 Q12011 Q32014 Q12016 Q32019 Q12021 Q32024 Q12014 Q1: 24.142014 Q2: 20.732014 Q3: 20.472014 Q4: 18.142015 Q1: 18.632015 Q2: 20.022015 Q3: 17.832015 Q4: 24.782016 Q1: 32.222016 Q2: 24.742016 Q3: 19.902016 Q4: 18.312017 Q1: 32.872017 Q2: 29.322017 Q3: 29.652017 Q4: 25.542018 Q1: 25.982018 Q2: 24.972018 Q3: 21.892018 Q4: 26.302019 Q1: 28.922019 Q2: 26.352019 Q3: 20.152019 Q4: 21.022020 Q1: 19.892020 Q2: 21.632020 Q3: 18.222020 Q4: 13.822021 Q1: 16.392021 Q2: 18.252021 Q3: 16.222021 Q4: 17.332022 Q1: 23.692022 Q2: 19.992022 Q3: 18.352022 Q4: 23.442023 Q1: 21.012023 Q2: 16.012023 Q3: 15.162023 Q4: 18.102024 Q1: 16.972024 Q2: 14.462024 Q3: 15.00

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2014 Q3 tone ↓ -6.3 fwd EPS ↑ +0.06 Tone cooled even as the forward EPS estimate rose.
  • 2014 Q4 tone ↑ +10.1 fwd EPS ↓ -0.19 Tone rose while the forward EPS estimate was cut.
  • 2015 Q1 tone ↓ -8.0 fwd EPS ↑ +0.21 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q4 tone ↑ +5.5 fwd EPS ↓ -0.18 Tone rose while the forward EPS estimate was cut.
  • 2017 Q1 tone ↑ +5.3 fwd EPS ↓ -0.69 Tone rose while the forward EPS estimate was cut.
  • 2017 Q2 tone ↓ -8.7 fwd EPS ↑ +0.11 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q1 tone ↓ -13.5 fwd EPS ↑ +0.07 Tone cooled even as the forward EPS estimate rose.
  • 2018 Q4 tone ↑ +10.2 fwd EPS ↓ -0.22 Tone rose while the forward EPS estimate was cut.
  • 2020 Q1 tone ↓ -3.3 fwd EPS ↑ +0.14 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q4 tone ↓ -4.7 fwd EPS ↑ +0.67 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q1 tone ↑ +4.6 fwd EPS ↓ -0.52 Tone rose while the forward EPS estimate was cut.
  • 2021 Q4 tone ↑ +6.0 fwd EPS ↓ -0.43 Tone rose while the forward EPS estimate was cut.
  • 2022 Q3 tone ↑ +3.7 fwd EPS ↓ -0.79 Tone rose while the forward EPS estimate was cut.
  • 2022 Q4 tone ↑ +4.9 fwd EPS ↓ -0.33 Tone rose while the forward EPS estimate was cut.
  • 2023 Q1 tone ↓ -2.1 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -3.6 fwd EPS ↑ +0.65 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+1.5——View →
2024 Q42025-02-20+8.3——View →
2024 Q32024-10-24+3.1$3.5415.0View →
2024 Q22024-07-25+6.7$2.8914.5View →
2024 Q12024-04-25-11.1$2.0217.0View →
2023 Q42024-02-22+7.2$2.2118.1View →
2023 Q32023-10-26+5.9$2.5915.2View →
2023 Q22023-07-20+8.7$2.6316.0View →