Value Opportunity Emerging in Northern Star But Risks Elevated -- Market Talk

Dow Jones

2025/08/04

2227 GMT - Ord Minnett isn't ready to turn bullish on Northern Star Resources, despite a 32% fall in the gold miner's share price since June 13. Northern Star recently rattled investors with weaker FY 2026 cost and capex guidance, while U.S. deals with major trading partners have bolstered risk-on sentiment and led some investors to rotate out of gold equities. "We now see an improved valuation opportunity, but continue to balance this against elevate risks in the near-term (e.g. approvals, expansion) and low free cash flow in FY 2026," analyst Paul Kaner says. Ord Minnett forecasts a 0.2% free cash flow yield in the current fiscal year. It retains a hold call on Northern Star, which ended last week at A$15.30. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

August 03, 2025 18:27 ET (22:27 GMT)

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Ord Minnett forecasts a 0.2% free cash flow yield in the current fiscal year. It retains a hold call on <a href=\"https://laohu8.com/S/NSTD.U\">Northern Star</a>, which ended last week at A$15.30. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 03, 2025 18:27 ET (22:27 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Value Opportunity Emerging in Northern Star But Risks Elevated -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nValue Opportunity Emerging in Northern Star But Risks Elevated -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2025-08-04 06:27</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2227 GMT - Ord Minnett isn't ready to turn bullish on <a href=\"https://laohu8.com/S/STIC.U\">Northern Star</a> Resources, despite a 32% fall in the gold miner's share price since June 13. <a href=\"https://laohu8.com/S/NSTC.U\">Northern Star</a> recently rattled investors with weaker FY 2026 cost and capex guidance, while U.S. deals with major trading partners have bolstered risk-on sentiment and led some investors to rotate out of gold equities. \"We now see an improved valuation opportunity, but continue to balance this against elevate risks in the near-term (e.g. approvals, expansion) and low free cash flow in FY 2026,\" analyst Paul Kaner says. Ord Minnett forecasts a 0.2% free cash flow yield in the current fiscal year. It retains a hold call on <a href=\"https://laohu8.com/S/NSTD.U\">Northern Star</a>, which ended last week at A$15.30. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  August 03, 2025 18:27 ET (22:27 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK7506","symbol_name":"金礦股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2556587340","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2556587340","pubTimestamp":1754260020,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"2227 GMT - Ord Minnett isn't ready to turn bullish on Northern Star Resources, despite a 32% fall in the gold miner's share price since June 13. Northern Star recently rattled investors with weaker FY 2026 cost and capex guidance, while U.S. deals with major trading partners have bolstered risk-on sentiment and led some investors to rotate out of gold equities. \"We now see an improved valuation opportunity, but continue to balance this against elevate risks in the near-term  and low free cash flow in FY 2026,\" analyst Paul Kaner says. Ord Minnett forecasts a 0.2% free cash flow yield in the current fiscal year. It retains a hold call on Northern Star, which ended last week at A$15.30. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7506":"金矿股","BK7104":"黄金","NST.AU":"NORTHERN STAR RESOURCES LTD"},"translate_title":"北极星出现价值机会，但风险上升——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NST.AU":0.9},"content_text":"2227 GMT - Ord Minnett isn't ready to turn bullish on Northern Star Resources, despite a 32% fall in the gold miner's share price since June 13. Northern Star recently rattled investors with weaker FY 2026 cost and capex guidance, while U.S. deals with major trading partners have bolstered risk-on sentiment and led some investors to rotate out of gold equities. \"We now see an improved valuation opportunity, but continue to balance this against elevate risks in the near-term (e.g. approvals, expansion) and low free cash flow in FY 2026,\" analyst Paul Kaner says. Ord Minnett forecasts a 0.2% free cash flow yield in the current fiscal year. It retains a hold call on Northern Star, which ended last week at A$15.30. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 03, 2025 18:27 ET (22:27 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}