)
Alamos Gold (AGI) investor relations material
Alamos Gold Investor Day 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic growth and production outlook
Targeting annual gold production of 1 million ounces before 2030, an 83% increase from 2025, driven by expansions at Island Gold, Lynn Lake, and Mulatos District projects, with a clear, staged path supported by mine plans and secured permits.
Production is expected to rise from 600,000 ounces in 2026 to 800,000 ounces in 2028, reaching 1 million ounces with Lynn Lake coming online in 2029.
All-in sustaining costs (AISC) are expected to decline 18% by 2028 to $1,250/oz, with further reductions anticipated through 2030, supporting margin expansion.
Canadian operations will account for nearly 90% of production and 89% of net asset value, with an average mine life of 19 years for these assets.
Reserve base has grown to over 16 million ounces, with 8 million ounces of Mineral Resources delineated over the past seven years at a discovery cost of $31/oz.
Financial guidance and capital allocation
2026 production guidance is 570,000–650,000 ounces, a 12% increase over 2025, with AISC of $1,500–1,600/oz, higher than previous guidance due to inflation, labor, and conservative ramp-up assumptions.
Capital spending will peak at $900 million in 2026, mainly for Island Gold expansion, Lynn Lake construction, and PDA development, with total 2026 capex forecast at $850–940 million.
Free cash flow is projected to rise from $350 million in 2025 to $1.3 billion in 2028 at a $4,500 gold price, with long-term sustainability at $2 billion annually.
Strong balance sheet with $623 million in cash at year-end 2025, reduced debt to $200 million, and $81 million returned to shareholders in 2025.
Capital allocation prioritizes high-return growth projects, balance sheet strength, and shareholder returns via dividends and opportunistic buybacks, with a sustainable dividend policy.
Expansion projects and operational improvements
Island Gold District expansion will increase underground mining rates to 3,000 tpd and Magino mill capacity to 20,000 tpd, supported by a 30% reserve increase to 8.3 million ounces.
Expansion will deliver average annual production of 534,000 ounces at $1,025/oz AISC over the first 10 years, with a 19-year reserve life and significant exploration upside.
Magino mill expansion and shaft completion at Island Gold are on track for late 2026, enabling higher underground mining rates and lower costs.
Puerto Del Aire (PDA) project in Mulatos District to start up in mid-2027, replacing La Yaqui Grande and delivering 127,000 ounces/year at $1,003/oz AISC over the first four years.
Lynn Lake project updated to 9,000 tpd throughput, 186,000 ounces/year average production over 10 years, and $829/oz AISC, with initial production expected in 2029.
- TimeTickerHeadlineOpen
- 7 FebPGIL
Strong 9MFY26 growth with 13.2% higher revenue, margin gains, and upgraded credit ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights. - 6 FebKKR
Charter amendments seek to modernize governance and establish one share, one vote by 2026.
Next Alamos Gold earnings date
Next Alamos Gold earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)