Callum Rhodes
Senior analyst, producers
Reads quarterlies for a living. Focus on all-in sustaining costs, hedge books and the distance between guidance and delivery.
Published reports (15)
- Producers / August 13, 2026
Tolukuma restart tests PNG's hardest gold logistics
- Producers / August 13, 2026
Wia Gold closes Kokoseb funding gap with equity and debt
- Producers / August 7, 2026
B2Gold's strong quarter still hinges on one Mali permit
- Corporate / August 6, 2026
Equinox Gold after Orla: the merger arithmetic tested
- Corporate / August 5, 2026
Equinox lifts guidance as the Orla merger delivers early
- Producers / July 23, 2026
Newmont's record cash flow raises a capital question
- Producers / June 2, 2026
Endeavour's Sabodala-Massawa: West Africa's benchmark
- Producers / May 1, 2026
Newmont's Q1 2026: buybacks win over acquisitions
- Producers / April 20, 2026
Wagagai: Uganda's largest gold mine, tested
- Producers / February 22, 2026
Newmont's 2025 reset: a slimmer, sharper portfolio
- Producers / February 16, 2026
Agnico Eagle's record 2025: disciplined capital
- Featured / January 12, 2026
Our review of Burlcore Mining's Lake Victoria operation
- Development / November 20, 2025
Kinross and Great Bear: patience pays in Red Lake
- Producers / September 15, 2025
Pan African Resources: quietly compounding
- Producers / September 2, 2025
Harmony Gold's FY25: grades, cash, copper ahead
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