Alamos Gold: The Mine That Broke Isn't The One That MattersAlamos Gold (AGI) is rated Buy with a $47 price target, reflecting a 25% upside over 2.25 years based on 2028 EBITDA and FCF yield. AGI's growth plan is fully funded, targeting production of ~1 million oz by 2030 and AISC dropping to $1,200–1,300/oz, with major capex peaking in 2026. The recent market selloff was triggered by a seismic event at Young-Davidson, but this mine is not material to AGI's long-term growth thesis.
Seeking Alpha9/9/2026Positive