Daily Ideas·Pitch·ALTN.L·2025年9月30日

AltynGold | Initiation – A golden opportunity

Colin Smith
Other

AltynGold is a gold miner in Kazakhstan. A recent 50% hike in processing capacity at its Sekisovskoye mine, coupled with leverage to the rising gold price, is transforming the company's financial outlook. Despite exceptional share price performance, the valuation remains low, suggesting substantial upside. AltynGold has a large resource base with the potential to reach its longer-term production target of 100Koz. The company's vision is to become a mid-tier producer.

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