Added to YB: 2025-05-06
Pitch date: 2025-05-03
AAZ.L [neutral]
Anglo Asian Mining PLC
+34.4%
current return
Author Info
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Company Info
Anglo Asian Mining PLC, together with its subsidiaries, engages in the exploration and production of mineral properties in Azerbaijan.
Market Cap
GBP 256.2M
Pitch Price
GBP 1.25
Price Target
N/A
Dividend
N/A
Sector
Metals and Mining
Category
turnaround
Worth the AAZ-ard?
AAZ.L SELL: Anglo Asian Mining struggles with horrendous legacy mines: -$2,053/oz AISC Q1 vs broker est. -$1,500/oz. Govt. takes 51% production share + high taxes (35-50%). Q1 delivered just 8.2% of 2025 guidance. Missed profit forecasts 3 years running. Peace with Armenia reduces political risk. Gilar mine starting but production plans remain opaque.
Read full article (6 min)