-
Posted by
Two Blokes May 21, 2025 -
Filed in
Stock
-
3 views
Allied Gold offers strong production growth, cash generation prospects, and appealing valuation, supported by long-lived mines and ongoing development at Kurmuk. Gold price outlook is positive, and operating cash flow yield is already high, with free cash flow yield potentially reaching 40% by 2026 (on maintenance CAPEX basis). Key risk is geopolitical instability in Mali, which accounts for a third of future production and profit, including threats of issues with government stakeholders and other unforeseen risks.
