TSE:AGI

Alamos Gold Inc (AGI.TO)

47.10
+0.49 (1.05%)
as of Aug 12, 2026, 3:50:51 pm Market Open.
247 watching
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Investor Insights
star iconAug 12, 2026, 12:00 am

This summary was created by AI, based on 11 opinions in the last 12 months.

Alamos Gold Inc. (AGI-T) has attracted a mix of praise and caution from experts, reflecting both its solid performance and potential challenges ahead. Many analysts recognize the company's robust earnings growth and ongoing production capabilities in a favorable gold market. While some concerns about higher costs and recent lawsuits linger, experts emphasize that Alamos remains a compelling investment due to its reasonable price-to-NAV ratio and strong EPS growth projections. The company's management has garnered respect for their ability to navigate the complexities of gold production, and with significant reserves in low-risk jurisdictions, Alamos is well-positioned for future growth. Nonetheless, the ultimate trajectory for AGI-T will heavily depend on gold prices, urging investors to maintain a bullish outlook on the metal itself.

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Consensus
Bullish
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Valuation
Fair Value
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Similar
AEM, AEM
BUY
Hold and buy more. Work from a portfolio perspective and try to get an allocation of 30% in gold. Diversify your holdings with other companies in gold. Hold for a while since all these companies are pretty cheap.
TOP PICK
It is coming up to 1.5 times book value. When gold was last trading at these levels, AGI was trading at $33 and trading at 4 times book. A very cheap stock in the gold space. He recommends every portfolio hold 20% gold. He views gold as a hedge against Central Bank stupidity as government balance sheets have been weakening. Yield 0.59% (Analysts’ price target is $11.31)
TOP PICK
He quant model suggests this offers the best growth opportunity for a gold producer. Free cash flow grew by 100% last year and should grow by over 40% in 2021. He sees 25% upside. Yield 0.78% (Analysts’ price target is $12.22)
BUY
It has a long way to go. The gold price increase will be flowing a lot onto the bottom line.
TOP PICK
A new addition to his portfolio. An example of how cheap it is trading relative to earnings. He has an $11.50 price target. A great low-cost producer with good potential going forward.
COMMENT
He likes its fundamentals. When gold companies report their earnings, those earnings will really come through. Gold has been a victim of selling, but the gold outlook hasn't changed. Governments are still struggling, and now carry even more debt. We're at a dangerous tipping point of the solvency of the U.S., Europe and Japan..
WEAK BUY

Mid-tier companies are all up for grabs. Look at the dormant companies. That's where the takeouts will be. Target of $11. He picks good producers with good management, high reserves on the ground, low cost, geopolitically safe areas. This one has upside. Not yet reflecting the $1500 price for gold.

PAST TOP PICK
(A Top Pick Jan 03/19, Up 48%) You would have done better if you had sold out in September at the high of $10. However, it can get back to it and rise higher if gold continues to gain steam.
COMMENT
People are nervous, making knee-jerk reaction towards problems obtaining a permit in Turkey. But he is attracted to mining and gas activities in Turkey. AGI will likely work out this permit problem
DON'T BUY

Don't worry about the pullback. He follows this. (It's had a downgrade.) $11.50 target for him. A risk because they own properties in Turkey--a geopolitical risk. His firm calls this a buy, though. Look at other companies like Agnico in safer areas.

DON'T BUY
Why hasn't this taken part in the gold rally? In a rally, investors first buy bullion, then ETFs, then the royalties, then the senior producers then finally the juniors like AGI. He doesn't like AGI, not his first pick. But they have a mine in Mexico that produces cash flow for them.
BUY
Gold's seasonality is July 27-Sept.25, and mid-December to end-February. This applies to AGI. May 16-Aug.4 is their sweet spot. Revenue growth is sluggish, but AGI will benefit from the rising price of gold. Moving averages are pointing higher. Overall, looks good, though recently overbought.
PAST TOP PICK
(A Top Pick Mar 05/18, Down 9%) He added to it. It had a good rally to begin the year. It has two good Canadian assets. They will have expanding margins in the best jurisdiction in the world.
PAST TOP PICK
(A Top Pick Apr 19/18, Down 17%) The stock has been much lower (December 2018) and has recovered well. But there's a broad bullishness in gold. If the US Fed continues to raise rates, then hold will get shinier. China and Russia have been watching it. If gold breaks out above $1,370 a lot of new investors will scramble to buy it.
TOP PICK
Canadian Gold company so it is politically safe. Lots of upside potential. (Analysts’ price target is $9.33)
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