- While gold is a great asset to own now, the gold mining stocks represent and even better way to survive and thrive in this high-inflation environment.
- Alamos Gold has growth + leverage and is better insulated against inflationary pressures.
- La Yaqui Grande will enter production next quarter, which is a bullish catalyst and should reverse the recent underperformance of the stock.
- AGI is cheap on a historical and discounted cash flow basis.
- CapEx inflation at Island Gold is the greatest risk for the company, but the project is overcoming the increase in costs.
For further details see:
Weather The High-Inflation Storm With Alamos Gold