He turned $1 into $4.8B at Yamana. Now, Peter Marrone’s back with Allied Gold—and it’s a screamer. From 344K to 800K gold ounces by 2028, this mid-tier miner’s got Africa’s richest veins and a $1.12B market cap begging to explode. Gold’s at $2,600+/oz in 2025—perfect storm, right?
Here’s what’s inside our latest Substack deep dive:
Assets: Sadiola (200K–230K oz), Bonikro (100K), Agbaou (70K), and Kurmuk (240K oz at <$1,000/oz AISC by ‘26). 8–10M oz total.
Cash: $500M Ambrosia deal + $250M financing = $200M+ liquidity.
Stock: $3.27, up 24.94% YOY—could hit $4.50 if Kurmuk sings.
Risks: Mali coups, $754M debt—high stakes, higher rewards.
M&A: Newmont or Barrick sniffing? Maybe.
This isn’t just a miner, it’s a potential rocket with Marrone at the helm.
Premium crew, you’re in! Scroll down and read now. Free tier, want this gold-tier scoop? Upgrade now and unlock the full breakdown!
Keep stacking those wins,
Gary Bohm - Founder
Metals and Miners
COMPREHENSIVE INVESTMENT DEEP DIVE ANALYSIS FOR ALLIED GOLD (SYMBOL: AAUCF)
Allied Gold Corporation (AAUCF), a Canada-based gold mining company headquartered in Toronto, has rapidly emerged as a dynamic mid-tier producer since its public listing in 2023, focusing on the production and development of gold assets across Africa’s mineral-rich landscapes.
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