Latest news with #AlamosGoldInc
Yahoo
17-05-2025
- Business
- Yahoo
Rise in Gold Prices Lifted Alamos Gold (AGI) in Q1
Aristotle Capital Boston, LLC, an investment advisor, released its 'Small Cap Equity Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The volatility observed in 2024 continued into the first quarter of 2025. The Russell 2000 Index experienced volatility in Q1 2025, losing -9.48% after a strong 2024. Due to uncertainty, geopolitical tensions, and a longer rate environment, February and March were challenging. In the first quarter, the strategy delivered a return of -7.34% net of fees (-7.20% gross of fees), outperforming the Russell 2000 Index's -9.48% total return. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Aristotle Capital Small Cap Equity Strategy highlighted stocks such as Alamos Gold Inc. (NYSE:AGI). Alamos Gold Inc. (NYSE:AGI) is a gold producer primarily explores for gold deposits. The one-month return of Alamos Gold Inc. (NYSE:AGI) was -17.04%, and its shares gained 43.59% of their value over the last 52 weeks. On May 15, 2025, Alamos Gold Inc. (NYSE:AGI) stock closed at $24.54 per share with a market capitalization of $10.321 billion. Aristotle Capital Small Cap Equity Strategy stated the following regarding Alamos Gold Inc. (NYSE:AGI) in its Q1 2025 investor letter: "Alamos Gold Inc. (NYSE:AGI), engages in the exploration, development, mining and extraction of precious metals. The company benefited from rising gold prices as investors purchased the commodity as an inflation hedge. We maintain our investment as we believe in the company's lower geopolitical risk profile, solid production growth plan from 600k oz to 1M oz per year over the next five years, and strong operational track record." Aerial view of a gold mine with equipment mining the earth for resources. Alamos Gold Inc. (NYSE:AGI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge fund portfolios held Alamos Gold Inc. (NYSE:AGI) at the end of the fourth quarter which was 30 in the previous quarter. In Q1 2025, Alamos Gold Inc. (NYSE:AGI) produced 125,000 ounces of gold, consistent with the low end of guidance. While we acknowledge the potential of Alamos Gold Inc. (NYSE:AGI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Alamos Gold Inc. (NYSE:AGI) and shared the list of best gold stocks to invest in according to billionaires. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
16-05-2025
- Business
- Yahoo
Rise in Gold Prices Lifted Alamos Gold (AGI) in Q1
Aristotle Capital Boston, LLC, an investment advisor, released its 'Small Cap Equity Strategy' first quarter 2025 investor letter. A copy of the letter can be downloaded here. The volatility observed in 2024 continued into the first quarter of 2025. The Russell 2000 Index experienced volatility in Q1 2025, losing -9.48% after a strong 2024. Due to uncertainty, geopolitical tensions, and a longer rate environment, February and March were challenging. In the first quarter, the strategy delivered a return of -7.34% net of fees (-7.20% gross of fees), outperforming the Russell 2000 Index's -9.48% total return. For more information on the fund's best picks in 2025, please check its top five holdings. In its first-quarter 2025 investor letter, Aristotle Capital Small Cap Equity Strategy highlighted stocks such as Alamos Gold Inc. (NYSE:AGI). Alamos Gold Inc. (NYSE:AGI) is a gold producer primarily explores for gold deposits. The one-month return of Alamos Gold Inc. (NYSE:AGI) was -17.04%, and its shares gained 43.59% of their value over the last 52 weeks. On May 15, 2025, Alamos Gold Inc. (NYSE:AGI) stock closed at $24.54 per share with a market capitalization of $10.321 billion. Aristotle Capital Small Cap Equity Strategy stated the following regarding Alamos Gold Inc. (NYSE:AGI) in its Q1 2025 investor letter: "Alamos Gold Inc. (NYSE:AGI), engages in the exploration, development, mining and extraction of precious metals. The company benefited from rising gold prices as investors purchased the commodity as an inflation hedge. We maintain our investment as we believe in the company's lower geopolitical risk profile, solid production growth plan from 600k oz to 1M oz per year over the next five years, and strong operational track record." Aerial view of a gold mine with equipment mining the earth for resources. Alamos Gold Inc. (NYSE:AGI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge fund portfolios held Alamos Gold Inc. (NYSE:AGI) at the end of the fourth quarter which was 30 in the previous quarter. In Q1 2025, Alamos Gold Inc. (NYSE:AGI) produced 125,000 ounces of gold, consistent with the low end of guidance. While we acknowledge the potential of Alamos Gold Inc. (NYSE:AGI) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Alamos Gold Inc. (NYSE:AGI) and shared the list of best gold stocks to invest in according to billionaires. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
12-05-2025
- Business
- Yahoo
Alamos Gold Inc. (AGI): Among the Best Gold Stocks to Invest In According to Billionaires
We recently compiled a list of the . In this article, we are going to take a look at where Alamos Gold Inc. (NYSE:AGI) stands against the other gold stocks. Within the global metals industry, the gold sector is essential because it offers long-term investors a profitable opportunity as well as a store of value in times of crisis. Gold continues to be one of the most sought-after precious metals in the world due to its historical use as a haven during times of inflation and geopolitical unrest, as well as its growing use in cutting-edge technologies. According to Reuters, gold prices have risen to all-time highs as of March 2025, with spot prices hitting $2,936.38 per ounce and U.S. gold futures topping $2,956.10. Record central bank purchases, growing fears about inflation, and changing global monetary policies have all contributed to the surge, which has made gold a key asset class in an uncertain environment. Demand for gold as a safe haven has increased as a result of increased investor uncertainty brought on by the ongoing trade war between the United States and China, which has resulted in supply chain disruptions and retaliatory tariffs. Gold produced a 43.83% return in 2024, significantly above the 20.89% gain of the whole market. Supported by over-the-counter investments and strategic central bank hoarding, especially in emerging nations like China and India, the total demand for gold hit a record high of 4,974 metric tons. For the third year in a row, central bank purchases topped 1,000 metric tons, according to the World Gold Council. Gold's appeal is strengthened by this accumulation, which is a part of a larger trend of diversification away from the U.S. currency. The premium that investors are willing to pay in the current inflationary environment is reflected in the 9% increase in overall expenditure on gold jewelry, despite an 11% drop in demand for jewelry due to high costs. Strong demand for investments further supports the market's momentum. Demand for actual bars and coins remained stable at 1,186 metric tons, while ETFs saw no significant withdrawals for the first time since 2020. Due to gold's use in semiconductor and artificial intelligence applications, technology use also increased by 7%. As gold moved from Asian markets like Dubai and Hong Kong to the U.S. due to favorable futures premiums and expected import duties, arbitrage opportunities drove an 80% increase in U.S. Comex inventories since late 2024. Additionally, billionaire investors have increased their attention to the metals industry. According to the 2024 UBS Billionaire Ambitions Report, 40% of affluent investors intend to expand their holdings of gold and other precious metals in the upcoming year. Warren Buffett's conglomerate has chosen mining stocks over actual gold, and Jeff Bezos and Bill Gates have invested $537 million in Africa's rare metals sector. This is part of a larger strategy move toward assets linked to technology and sustainable energy. The fact that eight of the top 100 billionaires in Forbes have made their riches in mining and metals highlights the industry's ongoing profitability. To create our list of the 12 Best Gold Stocks to Invest In According to Billionaires, we examined Insider Monkey's exclusive database of billionaire stock holdings. Based on the largest number of billionaire investors, as of Q4 2024, we have chosen the 12 best gold stocks. We have included the total value of billionaire holdings as a secondary criterion to rank the stocks that have the same number of billionaire holdings. We have also considered the number of hedge funds holding a stake in the respective stocks, as per Insider Monkey's database of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). Aerial view of a gold mine with equipment mining the earth for of Hedge Fund Holders: 37 With active mines and development projects in Canada, Mexico, and the U.S., Alamos Gold Inc. (NYSE:AGI) is a Canadian gold producer. With billionaire stakes totaling around $368.5 million, the company, which specializes in the discovery, development, and production of gold, is among the best gold stocks to invest in. Sales of 118,000 ounces of gold at an average realized price of $2,802 per ounce helped Alamos Gold Inc. (NYSE:AGI) produce $333 million in revenue for the quarter that ended March 31, 2025. $53 million in cash taxes were the main cause of the $20 million negative free cash flow, even though adjusted net earnings of $60 million were reported. Prior to working capital adjustments, the business recorded an operating cash flow of $131 million. However, early-year operating difficulties, especially at Magino and Young-Davidson, were reflected in AISC's earnings of $1,805 per ounce, which was higher than quarterly guidance. Notwithstanding early difficulties, production reached 125,000 ounces in Q1 2025, with Island Gold producing 59,200 ounces with an average grade of 11.36 g/t. After correcting ore flow difficulties, Magino experienced an improvement in throughput to 9,500 tpd by late April, and by March, Young-Davidson mining rates were back to design levels. Mulatos provided 30,400 ounces, and it is anticipated that grades will rise during the year. In addition to anticipating a 20% decrease in AISC for Q2, Alamos Gold Inc. (NYSE:AGI) reiterated its full-year production target of 600,000 ounces. The company is financing a number of expansion initiatives, such as the Phase 3+ expansion at Island Gold, which is currently 75% committed and expected to be finished by early 2026, with $290 million in cash and close to $800 million in liquidity. First production is anticipated in 2028 for the Lynn Lake project and 2027 for the PDA project. Alamos plans to increase throughput and make strategic advancements throughout its asset base in order to achieve a 1-million-ounce production profile in the long run. Overall AGI ranks 7th on our list of the best gold stocks to invest in according to billionaires. While we acknowledge the potential of AGI as an investment, our conviction lies in the belief that certain AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AGI but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
30-04-2025
- Business
- Yahoo
Recent 4.4% pullback isn't enough to hurt long-term Alamos Gold (TSE:AGI) shareholders, they're still up 302% over 3 years
The most you can lose on any stock (assuming you don't use leverage) is 100% of your money. But in contrast you can make much more than 100% if the company does well. To wit, the Alamos Gold Inc. (TSE:AGI) share price has flown 292% in the last three years. Most would be happy with that. On top of that, the share price is up 33% in about a quarter. Since the long term performance has been good but there's been a recent pullback of 4.4%, let's check if the fundamentals match the share price. We check all companies for important risks. See what we found for Alamos Gold in our free report. To quote Buffett, 'Ships will sail around the world but the Flat Earth Society will flourish. There will continue to be wide discrepancies between price and value in the marketplace...' One flawed but reasonable way to assess how sentiment around a company has changed is to compare the earnings per share (EPS) with the share price. During three years of share price growth, Alamos Gold moved from a loss to profitability. Given the importance of this milestone, it's not overly surprising that the share price has increased strongly. You can see below how EPS has changed over time (discover the exact values by clicking on the image). We're pleased to report that the CEO is remunerated more modestly than most CEOs at similarly capitalized companies. It's always worth keeping an eye on CEO pay, but a more important question is whether the company will grow earnings throughout the years. Dive deeper into the earnings by checking this interactive graph of Alamos Gold's earnings, revenue and cash flow. When looking at investment returns, it is important to consider the difference between total shareholder return (TSR) and share price return. The TSR incorporates the value of any spin-offs or discounted capital raisings, along with any dividends, based on the assumption that the dividends are reinvested. So for companies that pay a generous dividend, the TSR is often a lot higher than the share price return. We note that for Alamos Gold the TSR over the last 3 years was 302%, which is better than the share price return mentioned above. The dividends paid by the company have thusly boosted the total shareholder return. We're pleased to report that Alamos Gold shareholders have received a total shareholder return of 92% over one year. That's including the dividend. That gain is better than the annual TSR over five years, which is 30%. Therefore it seems like sentiment around the company has been positive lately. Given the share price momentum remains strong, it might be worth taking a closer look at the stock, lest you miss an opportunity. Most investors take the time to check the data on insider transactions. You can click here to see if insiders have been buying or selling. Of course, you might find a fantastic investment by looking elsewhere. So take a peek at this free list of companies we expect will grow earnings. Please note, the market returns quoted in this article reflect the market weighted average returns of stocks that currently trade on Canadian exchanges. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Globe and Mail
14-04-2025
- Business
- Globe and Mail
Alamos Gold Stock Outlook: Q1 2025 Earnings and Analyst Ratings
Alamos Gold Inc. (AGI: CA) is a Canadian-based mid-tier gold producer with diversified operations across North America. With mines in Canada and Mexico, the company has demonstrated resilience and consistent performance, focusing on sustainable production and shareholder returns. Expected Quarterly Earnings Report of Alamos Gold Inc: The company is scheduled to release its first quarter 2025 earnings on April 25, 2025 Analysts are projecting an earnings per share of approximately 0.12 Canadian dollars Revenue for the trailing twelve months stands at 1.94 billion Canadian dollars Net income reported at 409 million Canadian dollars Earnings will be closely watched as the stock recently reached a high of 40.59 Canadian dollars The 52-week range for the stock is 19.63 to 41.60 Canadian dollars. Stock Target Advisor's Analysis on Alamos Gold Inc: Stock Target Advisor rates the stock as Neutral. The analysis is based on 7 positive signals and 6 negative signals Positive highlights include High market capitalization in the top quartile of the sector Strong risk-adjusted returns Positive cash flow and free cash flow in the last four quarters Analyst coverage includes 10 institutions with a consensus rating of Strong Buy. Some recent targets include Canaccord Genuity at 44 National Bank Financial at 46 Conclusion: Alamos Gold Inc. continues to shine as one of the stronger performers in the gold sector, supported by a strong balance sheet, disciplined capital deployment, and attractive risk-adjusted returns. While some valuation concerns remain, the upcoming Q1 2025 earnings report could provide further clarity on growth prospects.
