Barrick (B): Surviving Mali's gold heist & the upcoming North America IPO [Q1 2026] episode artwork

EPISODE · May 12, 2026 · 9 MIN

Barrick (B): Surviving Mali's gold heist & the upcoming North America IPO [Q1 2026]

from Earnings Unscripted: Stock Earnings Calls & Analysis · host Miro Benes

Surging commodity prices completely masked a 17% sequential drop in production as Barrick Mining Corporation reported a chaotic yet highly profitable Q1 2026.In ~10 minutes:• How record $4,823/oz gold drove $1.2B in attributable free cash flow.• Navigating the literal $92M state seizure of physical gold in Mali.• Eating a $20M monthly burn rate during the Pakistan force majeure.• Why the autonomous North American assets are tracking toward a 2026 IPO.Barrick is currently a tale of two entirely different companies operating under one ticker. Management is launching a massive $3.0B buyback and a new 50% free cash flow dividend policy, betting that peak gold margins 🌍 will outlast the staggering geopolitical headaches currently erupting across their emerging markets portfolio.Barrick Mining Corporation (B) | Q1 FY2026AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.

Episode metadata supplied by the publisher feed · Published May 12, 2026

Embed this episode

Ready to play

Barrick (B): Surviving Mali's gold heist & the upcoming North America IPO [Q1 2026]

0:00 9:31

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Earnings Unscripted: Stock Earnings Calls & Analysis?

This episode is 9 minutes long.

When was this Earnings Unscripted: Stock Earnings Calls & Analysis episode published?

This episode was published on May 12, 2026.

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Earnings Unscripted: Stock Earnings Calls & Analysis episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!