What is Allied Gold's gross profit margin?

What is Allied Gold's latest dividend and current dividend yield?

What were the key takeaways from Allied Gold's earnings call?

What is the revenue and EPS growth rate for Allied Gold year over year?

What were the key takeaways from Allied Gold’s earnings call?

What guidance did Allied Gold's management provide for the next earnings period?

Did Allied Gold beat or miss consensus estimates last quarter?

What factors drove the changes in Allied Gold's revenue and profit?

- **Q3 Production Beat**: 87,000 oz with Q4 up 40%, driven by Sadiola Phase 1 (60% fresh ore) and Bonaco grade improvements.
- **Cost Efficiency**: All-in sustaining costs down 11% to $2,092/oz, with $182M operating cash flow.
- **Growth Catalysts**: Kermuk (300,000 oz/year by 2026) and Sadiola Phase 2 (350,000-400,000 oz/year) on track.
- **Geopolitical Resilience**: Mali operations unaffected by fuel shortages, business continuity assured.
- **Long-Term Vision**: 800,000 oz/year by late 2020s via Sadiola and Kermuk expansions, with no M&A distractions.

**【CEO Summary Section】**
- Q3 production of 87,000 ounces, with Q4 expected to be 40% higher, driven by Phase 1 expansion completion at Sadiola and higher grades at Bonaco.
- Adjusted EBITDA of $110 million and operating cash flow of $182 million, with all-in sustaining costs down 11% to $2,092/oz.
- Sadiola Phase 1 expansion on track for December completion, enabling 60% fresh ore processing and 230,000 oz/year potential.
- Kermuk expected to contribute 300,000 oz/year by mid-2026, with first gold production targeted for mid-2026.
- Geopolitical stability in Mali maintained, with business operations unaffected despite fuel supply disruptions.

**【CFO Financial Commentary】**
- Q3 net earnings of $0.29/share, with cash balance of $262 million and $182 million in operating cash flow.
- Q4 guidance for 40% higher production vs. Q3, supported by Phase 1 expansion and higher-grade ore at Bonaco.
- 2025 full-year production guidance reaffirmed at >375,000 oz, with cost improvements and throughput increases.
- Long-term growth pipeline includes Phase 2 expansion at Sadiola (350,000-400,000 oz/year) and Kermuk development.

**【Q&A Key Highlights】**
- **Phase 2 Expansion**: Feasibility study for 10Mtpa plant to be completed by end-2026, with production targeted for late 2028. Alternative progressive expansion options under evaluation for capital efficiency.
- **Mali Operations**: Business-as-usual despite fuel shortages, with no disruption to mine operations or supply chains.
- **Mine Life Extensions**: Agbow and Bonaco complex expected to reach 180,000 oz/year by 2026, with Umay orebody contributing to Bonaco's 10+ year mine life.
- **M&A Strategy**: Focus on organic growth through Sadiola and Kermuk expansions, with no immediate M&A priorities.
- **Kermuk Update**: Infill drilling confirms resource continuity, with first gold production on track for mid-2026.

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