Gold Fields

Rising yields and the prospect of "higher for longer" interest rates are weighing on gold, silver and miners, according to Markus Bußler, even though oil has recently fallen. Gold Fields has put a takeover offer for Northern Star on the table; Northern Star’s board is under pressure because the share price trades below the offer price, and Gold Fields is considering an improved bid. Rumors of interest from Agnico Eagle persist, while Bußler sees an overall entry opportunity in gold, as a later dollar decline versus gold is possible. » Mere på deraktionaer.de

Gold Fields generated an adjusted free cash flow of $2.225bn in H1 2026 and more than doubled group profit and free cash flow, although earnings per share of $0.95 missed analysts' expectation of $1.06. Attributable production rose 12% to 1.267m ounces and the average realised gold price increased by 51%; Salares Norte significantly raised its full-year guidance. Net debt fell to $437m, free cash flow yield was 11%, and the company announced an additional $500m for shareholder returns via special dividends and buybacks. Management highlighted strong operational performance, balance sheet strengthening and risks around approvals (windfall) as well as royalties and rising costs. » Mere på de.investing.com

Gold Fields reported Q1 2026 EPS of $1.22, missing the analyst estimate of $1.26, after which the stock fell 2.9% premarket. Gold production rose 15% year-on-year to 633,000 ounces, but all-in sustaining costs climbed 13% to $1,829/oz. The company sticks to its full-year guidance of around 2.5 million ounces and points to operational measures and strategic projects such as Windfall, but remains exposed to further cost pressure from fees, currency effects and inflation. » Mere på de.investing.com