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Catalyst Play
Featured in “Three Stocks Profiting from the Iran Oil Shock”
Iran Crisis
Newmont is the world's largest gold producer. At $4,400+ gold, Newmont's all-in sustaining cost of ~$1,400/oz means nearly $3,000 in profit per ounce. That's not a forecast — it's math. Scale plus record prices equals record cash flow, and Newmont has the most scale in the industry.
The catalyst: The 2026 Iran conflict has sent oil past $113/barrel and disrupted the Strait of Hormuz, putting 20% of global oil supply at risk. Gold surged past $5,500 before settling around $4,400. Central banks bought over 1,100 tonnes of gold in 2025 and the structural drivers — de-dollarization, geopolitical hedging, inflation — have only intensified. This is the most severe global supply disruption since the 1970s. These three companies are the biggest beneficiaries of the new reality.
Compass Direction
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Compass Score
Favorable
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UpgradeKey Numbers
Market Cap
$50B
P/E
16
Revenue Growth
+12.0%
Gross Margin
N/A
ROE
N/A
About Newmont Corporation
Listed on the NYSE, Newmont Corporation operates as a large-cap player in the mining sector, offering investors focused access to commodities and natural resources growth drivers. World's largest gold mining company with global operations. Valued at 16x trailing earnings with a $50B market capitalization, the business is characterized by consistent top-line gains, reporting +12% revenue change year-over-year.
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Price & Technical Analysis
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Rating last updated: 2026-03-22
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