Transaction log

  • Jul 5, 2022 - Bought 200 @ $7.05 (0.98% wtg, opportunistic)

  • Sep 7, 2023 - Bought 100 @ $11.90 (300 shares, 2.26% wtg)

  • May 28, 2024 - Bought 100 @ $17.08 (400 shares, 3.64% wtg)

Alamos Gold

Location: Toronto, Ontario, Canada

 

Estimated fair value history

  • Mar-25 - $24 (4.0% MFCF yield)

  • Jun-25 - $26

Profile

Industry: Gold mining

Sector: Basic materials

Theme: Inflation not dead

3-Year shareholder growth: +23.9%/year

Estimated fair value: $26

Valuation assumption: 4.0% MFCF yield

Insider ownership: 0.3%

Investors: Whitney George (SII), Fred Hickey (The High-Tech Strategist)

History
Sprott’s Whitney George buys Alamos Gold
Sprott’s Whitney George buys Alamos Gold

Whitney George waxes bullish on Alamos Gold.

Trimming ASA and replacing with Alamos Gold
Trimming ASA and replacing with Alamos Gold

Trimming ASA, adding to Alamos Gold and Five Below. With bullish sentiment extreme, time to add a little portfolio insurance. [trades]

Gold stocks are too cheap, adding to Alamos Gold
Gold stocks are too cheap, adding to Alamos Gold

We’re also initiating a position in Academy Sports + Outdoors. To make room, we’re trimming Regeneron Pharmaceuticals and Duluth Holdings. [trades]

Will the gap between gold and gold stocks close? Initiating Alamos Gold purchase
Will the gap between gold and gold stocks close? Initiating Alamos Gold purchase

While gold has held up ok, gold stocks have been dragged down with other risk assets. Buying Fred Hickey favorite Alamos Gold, adding to Kohl’s… [trades]