The stock is trading near the C$44 take-private price with a May 29 outside closing date — the primary catalyst is regulatory approval timing, not operational results. Monitor for updates on regulatory approvals in Mali, Côte d'Ivoire, and Ethiopia, and any extension of the outside date if approvals are delayed.
Price Chart
Executive Summary
Allied Gold reported Q1 2026 adjusted net earnings of $48.6M ($0.39/share), beating consensus by 1.7%, with gold production up 14% YoY to 96,016 oz at AISC of $2,264/oz. The company is in the process of being acquired by Zijin Gold for C$44/share (~C$5.5B total), with all shareholder and court approvals obtained and regulatory approvals pending — the outside closing date is May 29, 2026. The earnings are largely a non-event for the stock given the pending take-private transaction at a fixed price.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted net earnings of $48.6M ($0.39/share) vs consensus $0.39 — in line
- Gold production of 96,016 oz, up 14% YoY from 84,040 oz
- AISC of $2,264/oz, up from $1,811/oz YoY, driven by higher royalties from higher gold prices
- Revenue of $394.1M, up 14% from $346.4M YoY
- Operating cash flow before working capital of $152.2M, up from $92.9M YoY
- Zijin Gold acquisition at C$44/share (~C$5.5B) — all shareholder and court approvals obtained; regulatory approvals pending; outside closing date May 29, 2026
- Kurmuk project on track for first gold in mid-2026
- Cash and cash equivalents of $424.2M as of March 31, 2026
Financial Impact
Q1 adjusted EPS $0.39 vs consensus $0.39 — in line; revenue $394.1M vs consensus $430.0M — miss of 8.3%
Risk Factors
- Regulatory approval delays could push closing past May 29 outside date
- Mali security situation could impact Sadiola operations or regulatory process
- Gold price decline could affect AISC and cash flows if transaction fails to close
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3295445 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 6, 2026 20d ago | 6-K | $20.19 $19.58 | ▼ −3.02% | ▼ −2.78% | $19.97 (−1.09%) |
Sep 17, 2026 5w ago | 6-K | $22.91 $22.38 | ▼ −2.31% | ▼ −3.86% | $19.97 (−12.83%) |
Aug 5, 2026 11w ago | 6-K | $20.67 $21.78 | ▲ +5.37% | ▲ +4.76% | $19.97 (−3.39%) |
Aug 5, 2026 11w ago | Press Release | $20.67 $21.78 | ▲ +5.37% | ▲ +4.76% | $19.97 (−3.39%) |
Jul 31, 2026 12w ago | 6-K | $18.23 $19.10 | ▲ +4.77% | ▲ +3.35% | $19.97 (+9.54%) |
Jul 29, 2026 12w ago | 6-K | $17.03 $17.84 | ▲ +4.76% | ▲ +3.08% | $19.97 (+17.26%) |
Jul 17, 2026 14w ago | 6-K | $20.82 $20.41 | ▼ −1.97% | ▼ −1.81% | $19.97 (−4.08%) |
May 29, 2026 21w ago | 6-K | $25.55 $25.78 | ▲ +0.90% | ▲ +0.76% | $19.97 (−21.84%) |
May 29, 2026 21w ago | Press Release | $26.17 $25.55 | ▼ −2.37% | ▼ −2.64% | $19.97 (−23.69%) |
May 21, 2026 22w ago | 6-K | $26.55 $27.32 | ▲ +2.90% | ▲ +2.45% | $19.97 (−24.78%) |
US Market Status
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