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Did Alamos Gold’s (TSX:AGI) London Roadshow Quietly Reframe Its Long-Term Production Story?

Simply Wall St · 1d ago
  • Alamos Gold Inc. recently presented at The Northern Miner – International Metals Symposium in London, held from November 30 to December 1, 2025, showcasing its latest corporate updates to an audience of global metals investors and industry peers.
  • This conference appearance has drawn fresh attention to Alamos Gold’s outlook and project pipeline, as investors look for clues on future production, costs, and exploration priorities.
  • We’ll now explore how Alamos Gold’s London symposium presentations, and the investor interest they generated, may influence the company’s broader investment narrative.

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Alamos Gold Investment Narrative Recap

To own Alamos Gold, you need to believe in its ability to grow production while keeping all in sustaining costs under control, especially as Island Gold and Magino are integrated. The recent London symposium mainly reinforces existing expectations by updating investors on this growth path, but it does not materially alter the key near term catalyst of continued project execution or the main risk of cost inflation and project underperformance.

Among recent announcements, the reaffirmation of 2025 production guidance at 580,000 to 630,000 ounces stands out in light of the London presentations, as it anchors the near term growth story investors are watching. With Q3 2025 sales of US$462.3 million and net income of US$276.3 million, the focus now is on whether ongoing operational delivery can sustain earnings momentum and support the longer term expansion narrative.

Yet behind the growth story, investors should be aware of the risk that rising all in sustaining costs could...

Read the full narrative on Alamos Gold (it's free!)

Alamos Gold's narrative projects $2.4 billion revenue and $797.7 million earnings by 2028. This requires 16.3% yearly revenue growth and an earnings increase of about $451 million from $346.7 million today.

Uncover how Alamos Gold's forecasts yield a CA$63.99 fair value, a 28% upside to its current price.

Exploring Other Perspectives

TSX:AGI Community Fair Values as at Dec 2025
TSX:AGI Community Fair Values as at Dec 2025

Seven different fair value estimates from the Simply Wall St Community span roughly C$28 to C$227.92 per share, showing how far apart individual views can be. You are weighing these against a story that still hinges on Alamos successfully ramping up Island Gold and Magino, with any setback likely to flow through to both production and earnings expectations.

Explore 7 other fair value estimates on Alamos Gold - why the stock might be worth over 4x more than the current price!

Build Your Own Alamos Gold Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Alamos Gold research is our analysis highlighting 4 key rewards that could impact your investment decision.
  • Our free Alamos Gold research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Alamos Gold's overall financial health at a glance.

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This 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.