Group 1: Company Performance - AngloGold Ashanti's recent trading session ended at $47.46, reflecting a -1.06% change from the previous day's closing price, underperforming compared to the S&P 500's daily loss of 0.4% [1] - The company's shares experienced a loss of 3.44% over the previous month, lagging behind the Basic Materials sector's gain of 2.16% and the S&P 500's gain of 4.97% [1] Group 2: Earnings Forecast - AngloGold Ashanti is projected to report earnings of $1.31 per share, indicating a year-over-year growth of 118.33%, with revenue expected to be $2.32 billion, showing a 67.73% increase compared to the same quarter last year [2] - For the entire year, the Zacks Consensus Estimates forecast earnings of $4.99 per share and revenue of $8.85 billion, representing changes of +125.79% and +52.81%, respectively, compared to the previous year [3] Group 3: Analyst Sentiment - Recent revisions to analyst forecasts for AngloGold Ashanti are important as they reflect changing near-term business trends, with positive estimate revisions indicating analyst optimism about the company's profitability [4] - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), shows that AngloGold Ashanti currently holds a Zacks Rank of 1 (Strong Buy), with a 1.56% upward shift in the consensus EPS estimate over the past month [6] Group 4: Valuation Metrics - AngloGold Ashanti is currently traded at a Forward P/E ratio of 9.62, which is a discount compared to the industry average Forward P/E of 13.31 [7] - The Mining - Gold industry, part of the Basic Materials sector, has a Zacks Industry Rank of 15, placing it in the top 7% of over 250 industries [7]

Good news for those invested in the SPDR Gold Trust GLD, the iShares Gold Trust IAU and the VanEck Gold Miners ETF GDX. Read Also: Something Big Is Brewing In Gold, Stocks, And The Dollar: JPMorgan's Half-Year 2025 Outlook JPMorgan is doubling down on gold. This time, AngloGold Ashanti PLC AU is leading the charge. While the yellow metal is up a glittering 28% year-to-date, gold miners have gone full supernova. Fresnillo Plc's FNLPF 158% rally has been the talk of the town, but JPMorgan analyst Patrick Jone ...

Key Takeaways AU stock has soared 104% YTD, doubling the industry's growth and outperforming gold mining peers. Strong Q1 earnings, higher gold output and cost discipline have powered AU's bullish trend. AU expects up to 21% gold production growth in 2025 and trades at a discount to industry peers.AngloGold Ashanti PLC (AU) stock has appreciated 104% year to date, outperforming the Zacks Mining – Gold industry’s 53% rise. Meanwhile, the Basic Materials sector has risen 13.7%, and the S&P 500 has gained 5. ...

Key Takeaways AU's Q1 group total cash costs rose 4% y/y to $1,223/oz, reflecting inflation and higher royalty expenses. Managed operations saw a 2% drop in cash costs per ounce, aided by Sukari and steady output at Siguiri. AU projects 2025 AISC of $1,580-$1,705/oz, up 2% at mid-point, while pushing efficiency through FAP program.AngloGold Ashanti plc (AU) continues to navigate industry-wide inflationary pressures and manages to deliver resilient cost performance, backed by its Full Asset Potential (FAP) ...

Core Insights - AngloGold Ashanti plc (AU) is focusing on streamlining operations and prioritizing core assets, particularly in the United States, with a recent sale of its interest in the Mineração Serra Grande mine in Brazil for $76 million [1][11] - The Mineração Serra Grande mine is the smallest operation by production for AngloGold Ashanti but is one of its higher-cost assets, and divesting it allows for better resource allocation towards more productive operations [2][11] - The company has also sold interests in two gold projects in Côte d'Ivoire to Resolute Mining Limited, indicating a strategic shift towards higher-priority development assets [3][4] Financial Position - AngloGold Ashanti's financial position has significantly improved, with the adjusted net debt to adjusted EBITDA ratio decreasing to 0.15X in Q1 2025 from 0.86X in Q1 2024, and the company ended the quarter with $3 billion in liquidity [5][11] - The Zacks Consensus Estimate for AU's 2025 sales is projected at $8.85 billion, reflecting a year-over-year growth of 52.8%, while earnings are expected to be $4.99 per share, indicating a 125.8% increase year-over-year [13] Production and Strategy - The company aims to implement the underhand drift and fil UHDF mining method at Obuasi, targeting an annual production of around 400,000 ounces at competitive costs by 2028 [6] - Portfolio optimization remains a key priority for AngloGold Ashanti, as evidenced by its recent divestitures and focus on enhancing operational efficiency [5][11] Market Performance - AngloGold Ashanti's stock has appreciated by 44.5% year to date, outperforming the Zacks Mining – Gold industry growth of 23.6% [10] - The company is currently trading at a forward 12-month earnings multiple of 9.68X, which is below the industry average of 12.87X, indicating potential value [12]

Group 1 - AngloGold Ashanti's stock closed at $46.40, down 3.93% from the previous trading session, underperforming the S&P 500, which gained 1.11% [1] - The stock has increased by 9.67% over the past month, outperforming the Basic Materials sector's gain of 2.17% and the S&P 500's gain of 3.92% [1] Group 2 - The upcoming earnings disclosure for AngloGold Ashanti is anticipated, with projected earnings per share (EPS) of $1.29, reflecting a 115% increase year-over-year, and revenue expected to be $2.29 billion, a 66% increase compared to the same quarter last year [2] - For the entire fiscal year, earnings are predicted to be $4.91 per share and revenue at $8.75 billion, indicating increases of 122.17% and 51.09% respectively from the previous year [3] Group 3 - Recent analyst estimate revisions for AngloGold Ashanti suggest confidence in the company's business performance and profit potential [3] - The Zacks Rank system, which evaluates estimate changes, currently ranks AngloGold Ashanti as 1 (Strong Buy), with a historical average annual return of +25% for 1 stocks since 1988 [5] Group 4 - AngloGold Ashanti's Forward P/E ratio is 9.84, which is lower than the industry average Forward P/E of 13.02, indicating a potential valuation discount [6] - The Mining - Gold industry, part of the Basic Materials sector, holds a Zacks Industry Rank of 53, placing it in the top 22% of over 250 industries [6][7]

Core Viewpoint - The article discusses the reliability of brokerage recommendations, particularly focusing on AngloGold Ashanti (AU), and emphasizes the importance of using these recommendations in conjunction with other analytical tools like the Zacks Rank for making informed investment decisions [1][5][10]. Group 1: Brokerage Recommendations - AngloGold Ashanti has an average brokerage recommendation (ABR) of 2.00, indicating a Buy, based on recommendations from six brokerage firms [2]. - Among the six recommendations, three are classified as Strong Buy and one as Buy, representing 50% and 16.7% of total recommendations respectively [2]. - Despite the positive ABR, the article cautions against relying solely on brokerage recommendations due to their historical limited success in guiding investors towards stocks with the best price increase potential [5][10]. Group 2: Zacks Rank Comparison - The Zacks Rank, a proprietary stock rating tool, categorizes stocks from 1 (Strong Buy) to 5 (Strong Sell) and is based on earnings estimate revisions, which have shown a strong correlation with near-term stock price movements [8][11]. - The Zacks Consensus Estimate for AngloGold Ashanti has increased by 13.9% over the past month to $4.91, indicating growing optimism among analysts regarding the company's earnings prospects [13]. - The recent change in the consensus estimate, along with other factors, has resulted in a Zacks Rank 1 (Strong Buy) for AngloGold Ashanti, suggesting a strong potential for stock price appreciation [14].

Industry Overview - Gold prices have been on an upward trend, influenced by geopolitical tensions in the Middle East and ongoing conflicts in Ukraine, which have increased demand for gold as a safe-haven investment [1][2] - The World Gold Council indicates a scarcity of gold deposits in the mining industry, while central banks in emerging economies continue to purchase gold, further driving demand [4] - Major investment banks like Goldman Sachs and JP Morgan predict gold prices could reach $4,000 per ounce by 2026, indicating a bullish outlook for the gold market [5] Company Highlights Franco-Nevada Corp. (FNV) - FNV is expected to achieve a 39.6% earnings growth in 2025, with a 3.7% increase in earnings estimates over the last 30 days [8][11] - The company has a debt-free balance sheet and focuses on expanding its portfolio and paying dividends, benefiting from rising gold prices [10] - Expected revenue growth rate for FNV is 32.2% for the current year [11] Newmont Corp. (NEM) - NEM is progressing with growth projects, including the Tanami expansion and the Ahafo North project, which is set to begin commercial production in the second half of 2025 [12][13] - The company has an expected revenue growth rate of 2% and earnings growth rate of 20.1% for the current year, with a 6.6% improvement in earnings estimates over the last 30 days [13] Kinross Gold Corp. (KGC) - KGC is focusing on organic growth through its Tasiast mine and has several promising projects that are expected to enhance production and cash flow [14][15] - The company anticipates a 15.3% revenue growth and a 63.2% earnings growth for the current year, with a 6.7% increase in earnings estimates over the last 30 days [16] AngloGold Ashanti plc (AU) - AU operates in multiple regions and has a flagship property in Tanzania, with an expected revenue growth rate of 51.1% and earnings growth of over 100% for the current year [17][18] - The Zacks Consensus Estimate for current-year earnings has improved by 41.1% over the last 30 days [18] Harmony Gold Mining Co. Ltd. (HMY) - HMY is advancing key projects like the Wafi-Golpu copper-gold deposit and the Eva Copper project, which are expected to enhance production significantly [19][20] - The company has an expected revenue growth rate of 1% and earnings growth of over 100% for the current year, with a 22.2% improvement in earnings estimates over the last 30 days [21]

Company Overview - AngloGold Ashanti currently holds a Momentum Style Score of A, indicating strong potential for momentum investing [3] - The company has a Zacks Rank of 1 (Strong Buy), which is associated with a historical outperformance in the market [4] Price Performance - Over the past week, shares of AngloGold Ashanti have increased by 4.91%, outperforming the Zacks Mining - Gold industry, which rose by 3.21% [6] - The monthly price change for AngloGold Ashanti is 15.05%, compared to the industry's 13.76% [6] - Over the past quarter, shares have increased by 29.14%, and over the last year, they have gained 96.87%, significantly outperforming the S&P 500, which moved 8.49% and 13.75% respectively [7] Trading Volume - The average 20-day trading volume for AngloGold Ashanti is 2,700,384 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - In the past two months, two earnings estimates for AngloGold Ashanti have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $2.49 to $5.16 [10] - For the next fiscal year, two estimates have also moved upwards, indicating positive sentiment regarding future earnings [10] Conclusion - Given the strong momentum indicators, price performance, and positive earnings outlook, AngloGold Ashanti is positioned as a solid momentum pick for investors [12]

Company Performance - AngloGold Ashanti closed at $45.87, with a +1.68% increase from the previous day, outperforming the S&P 500's daily loss of 0.27% [1] - The stock has appreciated by 9.46% over the past month, surpassing the Basic Materials sector's gain of 4.76% and the S&P 500's gain of 6.9% [1] Earnings Estimates - Zacks Consensus Estimates project earnings of $5.16 per share and revenue of $8.92 billion for the full year, representing increases of +133.48% and +53.94% from the previous year, respectively [2] Analyst Forecasts - Recent revisions to analyst forecasts for AngloGold Ashanti should be monitored, as positive estimate revisions indicate analyst optimism regarding business and profitability [3] Valuation Metrics - AngloGold Ashanti has a Forward P/E ratio of 8.74, which is a discount compared to the industry average Forward P/E of 12.71 [6] - The Mining - Gold industry is part of the Basic Materials sector, holding a Zacks Industry Rank of 40, placing it in the top 17% of over 250 industries [6] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), indicates that AngloGold Ashanti currently holds a Zacks Rank of 1 (Strong Buy) [5] - The Zacks Consensus EPS estimate has increased by 48.49% in the past month, reflecting positive sentiment [5]