Added to YB: 2026-08-07
Pitch date: 2026-08-04
AGI [bullish]
Alamos Gold Inc.
+2.23%
current return
Author Info
P14 Capital is a former buy-side research analyst who uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Sign up for the newsletter.
Company Info
Alamos Gold Inc. operates as a gold producer in Canada and Mexico. It primarily explores for gold deposits.
Market Cap
CAD 13.1B
Pitch Price
CAD 42.69
Price Target
46.25 (+6%)
Dividend
0.51%
EV/EBITDA
8.06
P/E
11.20
EV/Sales
5.67
Sector
Metals and Mining
Category
value
P14 Weekly Screen #12 - Gold: AGI - Alamos Gold Inc.
AGI: Low-cost gold miner, 90% NAV in long-life Canadian assets, 15.9Moz reserves, 17yr mine life. Down 26% YTD on Young-Davidson seismic/outage guidance reset (2026 cut to 510-560koz, AISC up to $1,775-1,875). Selloff excessive vs temporary disruption. $637M cash, hedges eliminated, $144M Q2 FCF. Production to ~1Moz & AISC ~$1,250 by 2028. 6.6x FY26E EBITDA ignores inflection. PT $46.25 vs $28.80.
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