Tuesday, September 15, 2026

Established Covered Calls in Newmont Corporation

Shortly before noon today and with the spot price of gold at $4288 per ounce, a short-term Covered Calls position at my net debit limit order price of $116.20 executed in Newmont Corporation (ticker symbol NEM) when 200 shares were purchased at $122.33 and 2 September 25th, 2026 Call options were sold at $6.13 per share at the $118.00 strike price.  The potential time value profit was $1.80 per share [$6.13 Call options premium - ($122.33 stock purchase price - $118.00 strike price)].  An in-the-money Covered Calls position was established with the probability of the stock closing in-the-money (and therefore being assigned) on the 9/25/2026 options expiration date was 67.9%.  

Newmont Corporation is the world's largest gold-mining company, with major operations in North America, South America, Africa, and Australia. Its portfolio is centered on gold, with added production of copper, silver, zinc, and lead as byproducts.  Newmont generates substantial free cash flow when gold prices are favorable, but its earnings are highly sensitive to gold prices, production costs, operating performance, and geopolitical risks.  For us investors, it is best viewed as a large-scale, diversified gold producer offering significant leverage to higher gold prices, but with considerably more commodity and operational risk than a typical large-cap technology company. 

As preferred, there is no quarterly earnings report prior to the options expiration date.  CFRA has a Strong Buy rating on Newmont and it also appeared on my Key Metrics for Comparing Companies stock screener by passing all criteria therein:

As detailed below, a potential return-on-investment result is: +1.5% absolute return (equivalent to +56.3% annualized return-on-investment for the next 10 days) if the stock is assigned on the Sept 25th, 2026 options expiration date.


Newmont Corporation (NEM) -- New Covered Calls Position
The buy/write transaction was:
9/15/2026 Bought 200 Newmont Corp shares @ $122.33.
9/15/2026 Sold 2 Newmont 9/25/2026 $118.00 Call options @ $6.13.
Note: the Implied Volatility of the Call options was 43.9% when this buy/write transaction was executed.  I like to sell Calls when their stock is oversold and the Implied Volatility moves higher.  With Newmont's RSI(2) at only 9.6, this is the case with this Covered Calls position.

A possible overall performance result (including commissions) for this Newmont Corporation Covered Calls position is as follows:
Covered Calls Cost Basis: $23,241.34
= ($122.33 - $6.13) * 200 shares + $1.34 commission

Net Profit Components:
(a) Options Income: +$1,224.66
= ($6.13 * 200 shares) - $1.34 commission
(b) Dividend Income: +$0.00
(c) Capital Appreciation (If shares assigned at the $118.00 strike price at the 9/25/2026 options expiration): -$866.00
+($118.00 - $122.33) * 200 shares

Total Net Profit (If Newmont Corp. shares assigned at $118.00 strike price at the Sept 25th, 2026 expiration): +$358.66
= (+$1,224.66 options income + $0.00 dividend income - $866.00 capital appreciation)

Potential Absolute Return-on-Investment: +1.5%
= +$358.66/$23,241.34
Potential Annualized Return-on-Investment: +56.3%
= (+$358.66/$23,241.34) * (365/10 days)