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    Alistair Harvey • JPMorgan Chase & Co.

    Alistair Harvey's questions to Newmont Corporation (NEM) leadership

    Alistair Harvey's questions to Newmont Corporation (NEM) leadership • Q1 2025

    Question

    Alistair Harvey followed up on the divestments, asking for the company's options regarding its remaining equity stakes in Greatland Gold and Discovery Silver, and specifically requested a reminder of any lockup periods on those holdings.

    Answer

    Executive Tom Palmer confirmed there are lockup periods for both stakes. He noted the Discovery Silver lockup is on the order of 12 months. For Greatland Gold, the situation is linked to its upcoming listing on the Australian Securities Exchange (ASX) in the June timeframe, after which Newmont can consider its options for the holding.

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    Alistair Harvey's questions to Newmont Corporation (NEM) leadership • Q4 2024

    Question

    Alistair Harvey of JPMorgan asked if a new project would be sanctioned soon after Ahafo North's completion and if Red Chris is the most likely candidate. He also inquired about the company's investment inclination between its gold and copper opportunities.

    Answer

    CEO Tom Palmer cautioned against viewing projects as a 'conveyor belt,' stating the focus is on successfully ramping up Ahafo North through 2026. However, he confirmed that if its feasibility study proves valuable, Red Chris is the likely 'next cab off the rank.' He noted that Red Chris is as much a copper mine as a gold mine and is key to potentially growing the company's copper profile.

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    Alistair Harvey's questions to James Hardie Industries PLC (JHX) leadership

    Alistair Harvey's questions to James Hardie Industries PLC (JHX) leadership • Q3 2025

    Question

    Alistair Harvey of JPMorgan Chase & Co. asked for the timing of the fourth sheet machine at the Prattville facility and the remaining CapEx. He also inquired about how the company balances organic capacity expansion with inorganic M&A opportunities.

    Answer

    CEO Aaron Erter said the Prattville machine will come online 'when we need it,' noting that HOS is also increasing efficiency from existing assets. CFO Rachel Wilson added that current capacity is sufficient for the near-term. Erter reiterated that their capital allocation prioritizes organic growth, and any M&A must accelerate their strategy and be financially attractive.

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    Alistair Harvey's questions to James Hardie Industries PLC (JHX) leadership • Q1 2025

    Question

    Alistair Harvey of JPMorgan Chase & Co. requested details on the capital projects at the Cleburne and Crystal City sites for fiscal 2025 and asked about the broader long-term CapEx strategy.

    Answer

    CEO Aaron Erter confirmed that preliminary planning for the Cleburne brownfield and activity at Crystal City are underway. CFO Rachel Wilson affirmed these projects are a large piece of the fiscal 2025 capital expenditure plan of $500 million to $550 million and noted that the long-term capacity plan was detailed at their recent Investor Day.

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