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

Gold Fields said Q1 gold-equivalent production rose 15% year‑over‑year to 633,000 ounces, helped by Salares Norte, and generated strong cash flow that reduced net debt to $1.3 billion and funded a $100 million buyback allocation. All-in sustaining costs increased 13% to $1,829/oz due to higher royalties, a stronger AUD and ZAR, and input inflation, but management remains confident it will meet full‑year production and cost guidance. Operational setbacks at Gruyere, Agnew and Tarkwa were described as recoverable, while the Windfall project and Tarkwa lease extension talks continue to advance, with Windfall risking a six‑month delay if permits slip beyond July. » Mere på finance.yahoo.com

Gold Fields reported Q1 2026 EPS of $1.21, missing the analyst forecast of $1.26. Gold-equivalent production rose 15% year-on-year, AISC were $1,829/oz (+13%), and net debt fell to $1.3bn. The company is maintaining its full-year production guidance and plans a $400m share buyback program. However, operational cost pressures and geopolitical risks remain. » Mere på de.investing.com