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Posted by
Two Blokes May 19, 2025 -
Filed in
Stock
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AngloGold Ashanti's strategic reset under CEO Calderon has driven operational discipline, improved margins, and enhanced portfolio quality, justifying AU's current valuation. The company's move to the NYSE and strong management execution have unlocked value, attracting more institutional investors. Despite cyclical gold sector risks, AU's high-quality, low-cost assets and reaffirmed 2025 guidance position it for continued outperformance versus peers.