Q: Your thoughts on Allied please.Thanks.
5i Research Answer:
Up 41% YTD, AAUC has had a solid start to 2025. Operations are solid, and output was a record in Q4. Costs are 'trending down' and the sector is also very strong currently. The balance sheet is good and EPS is expected to more than triple this year. The stock is not overly expensive considering expected growth. Insiders own 18% and have been net buyers recently. Management has significant experience at prior companies which were sold (YRI). It looks good.