Record Profits and M&A Heat Gold Space

Can Newmont ever catch up to Agnico Eagle’s performance? Joe Mazumdar, Editor of Exploration Insights, joins Kitco Mining’s Paul Harris to break down a busy week for mining and M&A activity. Mazumdar discusses Agnico Eagle’s outperformance over Newmont, the implications of Trump’s proposed 28-day mining permit approvals, and the major Barrick gold divestments. He also unpacks the takeover of Lumina Gold and Orogen Royalties, and what these deals signal for the mining sector’s future.

Key points:
Why Agnico Eagle is outperforming Newmont
Will Trump’s 28-day permitting plan work?
Why Barrick sold its stake in the massive Donlin gold project
Orogen Royalties’ big payday and Silicon project insights
The Lumina Gold buyout and challenges for developers

00:00 Introduction: Gold Producers' Quarterly Results
01:15 Newmont vs. Agnico: Performance Analysis
03:30 Dividend Policies and Share Buybacks
06:35 US Mining Permitting Reforms
11:52 Seabed Mining: Pros and Cons
12:46 Mergers and Acquisitions in the Mining Sector
13:50 Spotlight on Barrick Gold
23:48 Triple Flag's Acquisition of Orogen Royalties
30:42 Lumina Gold's Acquisition by China Moly
37:42 Equinox Gold and Calibre Mining Merger
39:40 Conclusion and Farewell

Follow Paul Harris on X: @PaulHarrisGold (https://x.com/paulharrisgold)
Follow Kitco Mining on X: @KitcoMining (https://x.com/kitcomining)

#mining #gold #investing
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