revenue distribution by industry:

• gold production: 70%
• silver production: 15%
• copper production: 15%

top 3 markets:

1. canada: 40%
2. usa: 30%
3. mexico: 20%

new gold inc. generates the majority of its revenue from gold production, which is typical for a company in the mining industry. the geographical distribution of revenues shows a strong presence in north america, with canada being the largest market. this reflects the company's strategic location and mining activities. the remaining 10% of revenues are distributed across other international markets.

production sites of new gold inc.:

1. rainy river mine: ontario, canada
2. new afton mine: british columbia, canada

new gold inc. mainly operates two mines in canada. the rainy river mine is located in ontario and is one of the company's main production sites. the new afton mine is situated in british columbia and also significantly contributes to the production. both mines specialize in the extraction of gold and copper.

strategy for future growth:

1. focus on operational efficiency: in recent years, new gold inc. has increasingly focused on optimizing its existing mining operations to reduce production costs and increase profit margins. this includes investments in new technologies and processes to enhance efficiency.

2. expansion of production capacities: the company plans to increase its production capacities by developing new mining projects and expanding existing sites. this will be achieved through targeted exploration and acquisitions of promising properties.

3. sustainability and environmental responsibility: another key focus is on implementing sustainable practices to minimize the ecological footprint. new gold inc. is investing in environmentally friendly technologies and processes to meet the requirements of esg criteria (environmental, social, and governance).

4. financial stability and debt management: the company is pursuing a strategy of financial discipline to reduce debt and increase financial flexibility. this will be achieved through a combination of cost-cutting measures and targeted investments.

these strategic approaches are intended to help new gold inc. grow steadily in a volatile market environment and remain competitive in the long term.

main raw materials: gold, copper

imported materials: mining equipment, chemicals for ore processing

countries of origin for imports:

• mining equipment: usa, canada, germany
• chemicals: china, usa

new gold inc. is primarily engaged in gold and copper production. the company mainly imports specialized mining equipment and chemicals needed for ore processing. the mining equipment often comes from countries with a strong mechanical engineering industry such as the usa, canada, and germany. chemicals required for ore processing are frequently imported from china and the usa, as these countries are leading in the production and export of such industrial chemicals.

gold production: 418,000 ounces (2024)
all-in sustaining costs (aisc): 1,125 usd per ounce (2024)
market share: approximately 1.5% of the global gold market (2024)

new gold inc. has a moderate competitive advantage stemming from its production capacity and relatively competitive all-in sustaining costs. the production of 418,000 ounces in 2024 demonstrates the company's ability to extract a significant amount of gold, enabling it to benefit from economies of scale.

with aisc of 1,125 usd per ounce, the company is positioned in the mid-range of cost structure compared to other gold producers. this provides new gold inc. with a certain advantage, as it can remain profitable even amidst fluctuating gold prices.

however, the market share of approximately 1.5% is relatively low, indicating that the company has less influence on the global market compared to larger competitors like barrick gold or newmont corporation. to strengthen its competitive edge, new gold inc. could consider investing in further efficiency improvements or strategic partnerships.

institutional investor share: approximately 60% (2025, estimated) insider buys/sells: no significant transactions in the last quarter (2025)

the institutional investor share in new gold inc. is estimated to be around 60%. this demonstrates a strong confidence from institutional investors in the company. such investors typically include pension funds, investment funds, and other large financial institutions.

there were no significant insider transactions in the last quarter, indicating that the management and other insiders are currently not making significant changes to their holdings. this could suggest a stable assessment of the company's performance by the management.

market share of new gold inc.: estimated 2-3% (2025, based on global gold production)

top competitors in the gold sector by market share:

1. barrick gold corporation: 12-15%
2. newmont corporation: 14-17%
3. anglogold ashanti limited: 5-7%
4. kinross gold corporation: 4-6%
5. gold fields limited: 3-5%
6. agnico eagle mines limited: 3-5%
7. new gold inc.: 2-3%
8. yamana gold inc.: 2-3%
9. harmony gold mining co. ltd.: 1-2%
10. sibanye stillwater limited: 1-2%

moat of new gold inc.:

new gold inc. has a moderate moat, mainly determined by its specific mine locations and the quality of resources. the company benefits from the strategic positioning of its mines and a relatively low-cost production structure. however, compared to larger competitors like barrick gold and newmont corporation, the moat is less pronounced, as these companies have larger resources, broader geographic diversification, and stronger financial resources.

the larger competitors often have better economies of scale, extensive exploration programs, and a stronger negotiating position with suppliers and customers. these factors contribute to a stronger moat, enabling them to defend and expand market share more efficiently.

in summary, new gold inc. operates in a highly competitive market where larger companies typically have stronger competitive advantages. new gold must focus on operational efficiency and targeted investments to strengthen its position.

revenue growth: 8.5% (2024) production increase: 10% (2024) cash flow improvement: 12% (2024)

new gold inc. recorded a revenue growth of 8.5% in 2024, attributed to increased production and efficiency improvements in their mines. production was increased by 10%, driven by the optimization of existing facilities and the expansion of new projects.

operating cash flow improved by 12%, attributed to strict cost control and higher selling prices for gold and other metals. this indicates a solid financial health of the company, enabling it to invest in future growth projects and reduce debt.

overall, new gold inc. demonstrates positive operational and financial trends, suggesting a potentially good investment opportunity, especially for investors interested in long-term growth.

dividend payment: none (as of 2025)

new gold inc. has not paid any dividends in recent years. the company focuses on reinvesting its profits in existing and new projects to increase growth and production.

the reliability of dividend payments is therefore not guaranteed, as the company does not make regular distributions. investors should focus on potential share price gains and the operational development of the company rather than dividend income.