northernstar

🟡 Why ASX 200 Gold Shares Like Newmont & Northern Star Could Keep Rising in 2026

Leading gold stocks in the ASX 200 — including Newmont and Northern Star — have delivered very strong gains, and analysts cited by The Motley Fool Australia believe the gold bull market still has momentum. With gold prices up sharply and macro uncertainty supporting safe‑haven demand, these names could continue outperforming in 2026.

Key Facts:
📈 Gold surge: Gold price is up about 72 % over the past 12 months, far outpacing the ASX 200’s 7.7 % gain.

🟡 Big miner gains: Over the last year:
• Newmont shares up ~161 %
• Northern Star ~58 %
• Evolution Mining ~143 %
• Genesis Minerals ~168 %
• Westgold ~152 %
(All above ASX benchmark performance.)

Bullish outlook: Analysts see continued gold demand driven by central bank buying, geopolitical risk, and currency concerns — factors that often benefit gold miners.

Expert Insight:
Market strategists like Webull Securities and Schroders highlight that gold’s rise is driven by risk and uncertainty dynamics rather than pure greed, meaning traditional stocks may lag while gold and its miners shine. Some investors and ETF analysts even see gold potentially topping US $5,000/oz in 2026, which could further support earnings for major gold miners.

#ASX200 #GoldStocks #Newmont #NorthernStar #Investing2026 $PAXG $XAU

📉 Northern Star Shares Slide After Production Forecast Cut

Australian gold miner Northern Star Resources saw its share price drop sharply after the company cut its full‑year gold production guidance, citing operational disruptions and maintenance issues that weighed on output and near‑term investor sentiment.

• Shares fell up to ~11%, making Northern Star one of the biggest losers on the ASX 200 index as markets opened 2026.

• The company reduced its annual gold production forecast to ~1.6–1.7 million ounces from ~1.7–1.8 million ounces due to operational setbacks.

• Lower gold sales across key sites and maintenance issues were behind the guidance revision.

Cuts to production outlook can trigger short‑term volatility, especially for major producers like Northern Star — even in an overall strong gold price environment — as markets price in risk to supply and near‑term earnings.

#NorthernStar #GoldMining #ProductionForecast #GoldStocks #ASX200 $PAXG $XAU

📉 Northern Star Shares Tumble After Cutting Gold Production Forecast.

• Australian gold miner Northern Star Resources saw its shares drop sharply — sliding as much as ~10% after the company revised down its 2026 gold production guidance due to operational and maintenance setbacks.

• The miner now expects to produce 1.6 – 1.7 million ounces of gold, down from the earlier forecast of 1.7 – 1.8 million ounces, reflecting weaker sales across major operations.

• Lower output and operational challenges pressured investor sentiment, dragging mining and gold stocks and weighing on the broader Australian market.

📊 Market Insight:
Production downgrades at major gold miners can compress margins and hit share prices even when global bullion prices are strong — highlighting the importance of execution and cost control in miner valuations.

#NorthernStar #ProductionCut #ASX #GoldStocks #MarketSentiment $XAU

📉 Northern Star Slashes 2026 Gold Production Guidance After Operational Setbacks.

• Northern Star Resources has reduced its FY26 gold production forecast to 1.6–1.7 million ounces, down from 1.7–1.85 million ounces due to equipment failures, maintenance issues and lower output across key mines.

• A crusher breakdown at the Kalgoorlie Super Pit, ongoing repairs at Jundee, and lower‑grade ore at Thunderbox have weighed on output and sales volumes.

• Shares slid sharply at the start of 2026 after the update, dragging mining stocks lower on the Australian market.

📊 Market Insight:
Operational disruptions at major gold producers can stress cost structures and investor sentiment, even amid strong gold prices — especially when technical issues hit flagship sites.

#NorthernStar #ProductionCut #GoldStocks #MiningSector #MarketSentiment $PAXG