Allied Gold

Allied is led by Peter Marrone (ex‑Yamana founder) and a team with deep mine development and capital markets experience. Execution through 2025 improved production and set up 2026 growth, while the team also secured a premium, all‑cash transaction with Zijin that crystallizes value in volatile markets.

Governance history and operating track record are positives, though ultimate outcomes hinge on delivering the Kurmuk ramp‑up and Sadiola expansions safely and on budget.