Inferra AI / Company / AAUC
Allied Gold Corporation
AAUC · Materials
Last earnings Feb 19, 2026 · Next earnings Nov 4, 2026
Key results
Revenuequarter
$1,530
Kurmuk Project: A base gold price of $1,700/oz was used for the pit optimization, with the selected pit shells using values of $1,530/oz (revenue factor 0.90) for Dish Mountain and $1,300/oz (revenue factor 0.76) for Ashashire.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Bonikro Mine: A base gold price of $2,000/oz was used for the pit optimization (revenue factor 1.00).
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Agbaou Mine: A base gold price of $2,000/oz was used for the pit optimization (revenue factor 1.00).
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Oum Deposit: A base gold price of $2,300/oz was used for the pit optimization (revenue factor 1.00).
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
The cut-off grades and pit shells were based on gold prices as follows: $2,000/oz for Sadiola $2,000/oz for Korali Sud $1,700 for Kurmuk for the pit optimization, with the selected pit shells using value of $1,530/oz (revenue factor 0.90) for Dish Mountain and $1,300/oz (revenue factor 0.76) for Ashashire $2,000/oz for Bonikro $2,000/oz for Agbaou $2,300/oz for Oum Mineral Reserve and Mineral Resource estimates are shown on a 100% basis.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
AI analysis
Q4 2025 · reported Feb 19, 2026
Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held
Guidance · company-stated
Direction: Raised
“As previously guided, every $100 per ounce increase in the price of gold results in $15 per ounce higher royalty impact on consolidated AISC, which was based on the 2025 guidance assumption of $2,500 per ounce.”
“(000s oz) 2025 Actual 2026 Guidance Sadiola 193,880 200,000 230,000 Bonikro 100,678 105,000 110,000 Agbaou 84,523 80,000 85,000 Kurmuk - 100,000 150,000 Total Gold Production 379,081 485,000 575,000 Allied's key focus for 2026 is to continue implementing its optimization plans to capture incremental production gains and reduce operating costs across its portfolio, thereby increasing margins and cash flows.”
Classified from the release's primary full-year outlook statement.
Capital allocation
AISC excludes capital expenditures attributable to projects or mine expansions, exploration and evaluation costs attributable to growth projects, DA, income tax payments, borrowing costs and dividend payments.
Event summary
Allied Gold Corporation Q4 2025 — Kurmuk Project: A base gold price of $1,700/oz was used for the pit optimization, with the selected pit shells using values of $1,530/oz (revenue factor 0.90) for Dish Mountain and $1,300/oz (revenue…
Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held
Guidance & outlook
Direction: Raised
Company outlook: “As previously guided, every $100 per ounce increase in the price of gold results in $15 per ounce higher royalty impact on consolidated AISC, which was based on the 2025 guidance assumption of $2,500 per ounce.”
Company outlook — Raised (“increase”)
“As previously guided, every $100 per ounce increase in the price of gold results in $15 per ounce higher royalty impact on consolidated AISC, which was based on the 2025 guidance assumption of $2,500 per ounce.”
Company outlook — Raised (“increase”)
“2026 Guidance In 2026, Allied anticipates producing 485,000 to 575,000 ounces of gold, representing a meaningful increase in production year-over-year, mostly due to the contribution from Kurmuk in the second half of the year.”
Margin — Raised (“increasing”)
“(000s oz) 2025 Actual 2026 Guidance Sadiola 193,880 200,000 230,000 Bonikro 100,678 105,000 110,000 Agbaou 84,523 80,000 85,000 Kurmuk - 100,000 150,000 Total Gold Production 379,081 485,000 575,000 Allied's key focus for 2026 is to continue implementing its optimization plans to capture incremental production gains and reduce operating costs across its portfolio, thereby increasing margins and cash flows.”
Classified from the release's primary full-year outlook statement.
Capital allocation
AISC excludes capital expenditures attributable to projects or mine expansions, exploration and evaluation costs attributable to growth projects, DA, income tax payments, borrowing costs and dividend payments.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
The total capital expenditures for the 7MT per year step of the processing plant are estimated at approximately $200 million, including engineering and construction of a permanent two-stage crushing plant and a grinding mill in the second line of the Sadiola plant, which are planned to be developed between late 2026 and late 2028.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
The following table presents expansionary capital, sustaining capital, and exploration spend expectations by mine and company-level for 2026: (US$ millions) Expansionary Capital (3) Sustaining Capital (3) Total Exploration Sadiola 105 5 6 Bonikro 38 13 5 Agbaou - 38 4 Kurmuk 240 35 5 Total 383 91 20 Sadiola capital expenditures include the pre-leach thickener implementation, instrumentation and automation upgrades, engineering and start of construction for the 7MT per year step of Phase 2, as discussed above, and the advancement of the solar farm and construction of the new tailings facility.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Agbaou will incur an anticipated $38 million in capital expenditures for production stripping, aimed at exposing ore for 2026 and future years.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Expansionary capital expenditures for Kurmuk are tied to the completion of the project scope, with additional funding for post-project initiatives, including expansion of warehousing capacity in the country, satellite deposits development, community projects, and process plant optimization for future years, while sustaining costs relate to open-pit waste stripping.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
AISC includes cash costs (as defined above), mine sustaining capital expenditures (including stripping), sustaining mine-site exploration and evaluation expensed and capitalized, and accretion and amortization of reclamation and remediation.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Strategy & priorities
The Company remains focused on extending the mine life and increasing mineral inventories at Agbaou, Bonikro, and Kurmuk, and increasing oxide mineral inventory at Sadiola to enhance operational flexibility.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Growth Projects: The Sadiola Phase 1 grinding circuit expansion was completed in the fourth quarter, with completion of ancillary systems and ramp-up expected in the first quarter of 2026.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Fourth Quarter Gold Production Q1-Q3 Average (oz) Q4 2025 (oz) Q4 vs Q1-Q3 Average Sadiola 45,563 57,191 25.5 % Bonikro 22,466 33,279 48.1 % Agbaou 19,330 26,534 37.3 % Total Gold Production 87,359 117,004 33.9 % 2024 (oz) 2025 (oz) Year-over-year Change Sadiola 193,462 193,880 0.2 % Bonikro 86,755 100,678 16.0 % Agbaou 77,874 84,523 8.5 % Total Gold Production 358,091 379,081 5.9 % Asset Highlights During the fourth quarter, Allied continued to advance its growth strategy, laying the groundwork for transformational production growth and enhanced cash flows.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Progress included operational and administrative improvements, execution of the Company's financial strategy, advancement of construction activities at the Kurmuk Project, and completion of the Sadiola Phase 1 expansion.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Furthermore, FE2 North and Tambali North extension projects were advanced through ongoing exploration efforts focused on additional near-surface oxide discoveries.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Risks & headwinds
Forward-looking information is based on the opinions, assumptions and estimates of management considered reasonable at the date the statements are made, and is inherently subject to a variety of risks and uncertainties and other known and unknown factors that could cause actual events or results to differ materially from those projected in the forward-looking information.
SEC original ↗Allied Gold Corporation — Earnings release (6-K exhibit)EX-99Feb 19, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
54 documents- Q3 2026
- 6-KAAUC
- EX-99AAUC
Oct 29, 2026
- 6-KAAUC
- EX-99AAUC
- Q2 2026
- 6-KAAUC
- EX-99AAUC
Sep 17, 2026
- 6-KAAUC
- EX-99AAUC
Aug 18, 2026
- 6-KAAUC
- EX-99AAUC
Aug 18, 2026
- 6-KAAUC
- EX-99AAUC
Aug 10, 2026
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- Q1 2026
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- Q4 2025
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- EX-99AAUC
- EX-99AAUC
- EX-99AAUC
- EX-99AAUC
- 6-KAAUC
- 6-KAAUC
- EX-99AAUC
- EX-99AAUC
- EX-99AAUC
- 6-KAAUC
- Q3 2025
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- 6-KAAUC
- Q2 2025
- 6-KAAUC
- 6-KAAUC
Earnings releases
1 document- Q4 2025
- EX-99AAUC
Presentations
0 documentsNo presentations for Allied Gold Corporation are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Allied Gold Corporation are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Allied Gold Corporation by name or ticker. A mention is counted once per document, from the document text the library holds.
“ed in order to provide shareholders with full exposure… …stream ounces) In February 2026, Allied Gold Corporation (“ Allied Gold ”) announced 2026 production guidance at Bonikro of 105,000 to 110,000 ounces of gold. Allied Gold also released an updat”
See also the earnings calendar for every tracked company’s next earnings date.