NYSE:AU AngloGold Ashanti plc

ISIN: GB00BRXH2664
MaterialsGold Mining
NYSE · HQ Greenwood Village, CO / London · Gold producer · ~2.9Moz/yr Analysis Status: Starting
All figures USD unless noted. Gold spot ≈ $4,180/oz (3 Jul 2026).
$84.65
+4.6%
3 Jul 2026 · Signal v6
DISCLAIMER: This is a quantitative framework for educational purposes only. It is not financial advice. Always do your own research and consult a licensed financial advisor before making investment decisions.

Re-rated 2026-07-03 — commodity price-TREND overlay applied

Gold is in a live short-term downtrend (GLD −10% off its May peak, below a falling 50-DMA). Applying the new commodity price-TREND driver rule, the gold driver is a short-term Headwind (was scored 85 on level+narrative). Short BUY → HOLD, Medium STRONG BUY → BUY (Long STRONG BUY held); the gold-price bear is now a LIVE near-term risk. Valuation/quality unchanged — this is a near-term commodity-trend re-rate.

AngloGold Ashanti plc

AngloGold Ashanti is one of the world's largest gold producers, mining roughly 2.9 million ounces a year from a geographically spread portfolio across Africa (Geita in Tanzania, Iduapriem in Ghana, Kibali in the DRC), the Americas (Brazil, Argentina, the Nevada Beatty district) and Australia (Sunrise Dam, Tropicana). Its core business is simple: extract ore, pour gold doré, and sell it into the spot market at the prevailing price. What distinguishes it is the November-2024 acquisition of Centamin, which added the Tier-1 Sukari mine in Egypt (~500koz/yr) and lifted the company into the large-cap tier alongside Newmont, Barrick and Agnico Eagle. AngloGold re-domiciled to the UK and moved its primary listing to the NYSE in 2023. As a price-taker on gold, its earnings, cash flow and dividend swing directly with the metal price and with its cost position (all-in sustaining cost).

HorizonSignalComposite ScoreConfidenceKey Driver
Short-term (1–3 mo)HOLD5558%Gold in a live short-term downtrend (GLD −10% off its May peak, below a falling 50-DMA) — don't buy a producer into a falling metal; driver a short-term Headwind
Medium-term (6–12 mo)BUY6362%Base BUY: structural gold bull (Fed-cut path, central-bank buying) intact but the tape is choppy — STRONG-BUY amplification removed while gold trends down
Long-term (3–5 yr)STRONG BUY6865%Quality + deep discount to NAV/targets; structural gold bull strongest at 3–5yr still amplifies
Next update: 2026-07-07 — ISM Services 2026-07-06 +1 trading day (Materials high-sensitivity, high-impact macro inside 3-day window)
Table of Contents
1Five-Pillar Scorecard2Hard Gates & Do-Not-Buy Status3Pillar Detail: Business Quality4Pillar Detail: Valuation Attractiveness5Pillar Detail: Underlying Drivers6Pillar Detail: Economic Alignment7Pillar Detail: Entry/Exit Timing8Economic Event Risk9Multi-Timeframe Technical Analysis10Price Chart (6-Month Daily)11Scenario Summary12Entry / Exit Rules13Position Sizing Context14Calibration Snapshot15Data Sources & Methodology
1

Five-Pillar Scorecard

Five independent scores — each 0–100 with its own confidence. The three fundamental pillars (Quality / Valuation / Timing) set the base BUY/HOLD/SELL via the Decision Matrix; the two context pillars (Underlying Drivers, Economic Alignment) then amplify a BUY to STRONG BUY or a SELL to STRONG SELL when both corroborate.

Business Quality

73
strong
conf 78%

Valuation Attractiveness

74
attractive
conf 76%

Entry/Exit Timing

55
neutral / recovering
conf 60%

Underlying Drivers

85
Level-strong, trend-weak — see §5
conf 68%

Economic Alignment

80
Trend-Following
conf 70%
2

Hard Gates & Do-Not-Buy Status

Binary safety checks — any TRIGGERED gate is a hard cap regardless of the scores above; CAUTION gates are sizing notes.
Financial Distress
Net-cash balance sheet (debt/mkt-cap 5%, D/E 0.27), current ratio 2.7, interest coverage 26x. No distress.
Earnings Event Risk
H1/Q2 2026 results due early August — outside the 14-day window.
Valuation Ceiling
Price $84.65 sits far below the median ($134) and high ($243) analyst targets — no ceiling.
Accounting / Dilution
Share count stable ~505M; non-operating items are NEGATIVE (hedge/other losses), so reported net income is if anything understated — no inflation to flag.
Regulatory / Binary
No pending binary regulatory event. Jurisdiction risk (DRC/Egypt/Argentina) is diffuse, not a dated gate.
Severe Driver Collapse
Gold ~$4,180/oz vs AISC $1,955/oz — ~53% margin, nowhere near the viability floor.
No hard gate triggered; no Do-Not-Buy trigger fired. The single genuine negative in the data is AISC rising +19% YoY to $1,955/oz (royalty + sustaining-capex driven) — handled as a Bear-scenario / thesis-invalidation risk in §11/§12, not a gate.
3

Pillar Detail: Business Quality

A deep dive into the Quality score: business economics, moat, ROIC and the industry benchmark.
Business Quality — Pillar Score
Large-cap Tier-1 producer, elite margins & balance sheet; moat is modest (price-taker, mid-tier cost)
73
conf 78%

Lifecycle / sector: Mature large-cap gold producer (Materials / Mining). Scored on the mining metric profile — AISC margin, FCF yield and P/NAV, NOT reported net income (which carries write-down and hedge noise). Reported revenue growth is high but almost entirely gold-price-driven, so it is read through the cost/margin lens, not as organic growth.

Sub-signalValueReadScore
AISC margin (benchmark)Gold $4,180 − AISC $1,955 = $2,225/oz (53% of spot)Top band (>40% of spot) — highly profitable even after the +19% YoY cost rise92
FCF generation~$1.2B Q1 FCF; TTM FCF ~$4.0B; FCF/share $7.93Strong cash conversion (FCF/OCF 0.70)85
Profitability / ROENet margin 31%, EBITDA margin 63%, ROE ~33%Elite for the sector; FMP ROE/ROA sub-scores both 5/588
Balance sheetD/E 0.27, current ratio 2.71, interest cover 26x, ~net cashFortress — survives deep into any price cycle90
Cost trajectoryGroup AISC +19% YoY to $1,955/ozThe one crack — royalty + planned +29% sustaining capex; margin still huge but the cushion is thinning as costs rise55
Industry Benchmark — AISC Margin: $2,225/oz, 53% of spot → score 92. Comfortably in the top band; the risk is not the level but the direction of costs.

Pricing power

None — pure price-taker on gold. 35

Network effects

N/A for a miner — neutral. 50

Switching costs

N/A (fungible commodity) — neutral. 50

Cost advantage

Mid-tier: AISC $1,955 sits above low-cost Agnico (~$1,350) but below higher-cost peers. 50

Intangible assets

Tier-1 orebodies (Geita, Kibali, Sukari, Tropicana) + diversification; hard to replace. 60

Moat score ≈ 49 — a commodity price-taker has no durable moat beyond asset quality and cost position; quality rests on scale, margin and balance sheet, not a wall.

Competitive Environment. AngloGold competes for capital and cost leadership — not for customers — within the senior-producer peer set. Gold is fungible, so there is no share to win or lose; the axis of competition is cost curve position and reserve/asset quality.
RivalThreat typeShare / position trajectoryMoat-erosion vector
Newmont (NEM)Larger senior producerStable — AU smaller but higher-margin at the asset levelScale / index weight, not a cost threat
Barrick (B/ABX)Direct senior peerStableComparable jurisdiction mix (Africa)
Agnico Eagle (AEM)Low-cost leaderAU losing on cost — AEM AISC well below AU's $1,955Cost-advantage gap; AEM commands a valuation premium AU does not
Kinross (KGC)Mid-senior peerStableNone material

Net effect on moat: Cost Advantage held at 50 (not higher) because AU is mid-curve, not low-cost — the +19% AISC move widens the gap to Agnico. Competitive threat: low (no share dynamic; the pressure is relative cost, already reflected in a discounted multiple).

ROIC & capital allocation: Sukari/Centamin integration is proving accretive (Tier-1, 500koz/yr, synergies captured); disciplined dividend (payout ~72%, yield 5.4%); ROIC comfortably above cost of capital at current gold. Capital-allocation score ~70; management skin-in-game ~55.

4

Pillar Detail: Valuation Attractiveness

Sector-appropriate multiples, FCF yield, reverse-DCF implied growth, embedded optionality, and the analyst-consensus cross-check.
Valuation Attractiveness — Pillar Score
Cheap on FCF yield & P/E and a deep discount to analyst targets; P/B optically high (cyclical)
74
conf 76%
MultipleAUReferenceRead
P/E (TTM)12.3xSenior gold peers ~13–20xBelow peer midpoint
FCF yield (FCF/EV)~9.6%>8% = very attractiveTop band
P/FCF10.7xCheap for the cash it throws
EV/EBITDA5.9xMiner mid-cycle ~6–8xUndemanding
P/B5.0xFMP P/B sub-score 1/5Optically rich — but book understates reserve value; P/NAV is the right lens
Dividend yield5.4%Well-covered (payout 72% of earnings)
P/NAV (primary miner multiple) — disclosure: a company-published or single-broker P/NAV was not retrieved from the data tools this run. Fallback used: the FCF-yield + P/E + analyst-discount triangulation above, cross-checked against the FMP DCF sub-score (5/5 — the model sees material intrinsic upside). The deep discount to the analyst NAV-derived targets (below) is the practical P/NAV proxy. Flagged in §15 as a partial. This does not flip the signal but is a known conformance gap.

Reverse-DCF / implied growth: at $84.65 and ~$4.0B FCF, the market is pricing in low-single-digit forward growth (~3%), while consensus expects 2026 EPS ~$9.92 vs TTM ~$6.88 (+40%+, gold-price-lifted). The market is discounting the current gold price and pricing almost no re-rating — a structurally attractive gap. Near-term caveat: the valuation-gap thesis is weaker in the short run than it reads — the metal itself has ALSO fallen (~10% off its May peak), so the discount partly reflects a falling gold price, not just an equity that "merely lagged a still-strong metal." At a spot that is high but falling, the modelled-vs-spot cushion is shrinking, not just unbanked.

Embedded Optionality / Free Upside. (1) Spot gold (~$4,100–4,180) still sits above the cost base analysts use in target NAVs — margin remains wide, though spot is now falling, so this is a shrinking cushion near-term rather than pure unbanked upside. (2) Sukari synergy/exploration upside still ramping. (3) Nevada Beatty district growth pipeline. Core business alone supports a mid-$110s value on consensus; the optionality is roughly free at $85 on a multi-year view. Tilt: +5 to Valuation (structural), tempered near-term by the live gold downtrend.

Analyst price targets: consensus $145.8, median $134, high $243, low $42 — price is ~58% below median / ~72% below consensus (top scoring band). Caveat: wide spread (243 vs 42) and thin recent coverage (4 targets last quarter) → confidence haircut. Grades: 9 Buy / 3 Hold / 2 Sell → Buy consensus (64% bullish). FMP rating A- (4/5): DCF/ROE/ROA all 5/5; P/E, P/B, D/E dragged by cyclical optics.

5

Pillar Detail: Underlying Drivers

The dominant external force the stock is tethered to, scored 0–100. A context pillar: it does not change the base signal — it feeds amplification (tailwind ≥65 can lift BUY→STRONG BUY; headwind ≤35 can push SELL→STRONG SELL).
Primary Driver
Gold price
85
Level-strong, trend-weak

AngloGold is a pure gold price-taker — the gold spot price is the dominant driver of revenue, FCF, the dividend and the equity. Secondary: real interest rates (inverse), USD strength (inverse), central-bank buying.

Commodity price-TREND overlay (new rule) — score the tape, not just the level

The prior "Strong Tailwind 85" was a level + narrative read (spot high vs AISC, structural bull story) that ignored the falling tape. Gold is in a clear short-term / intermediate DOWNTREND: the gold proxy GLD fell from ~$418 (mid-May peak) to a $366 low (23 Jun) and sits ~$378 (1 Jul) — down ~10% off the peak, below a FALLING 50-DMA, with negative 6–8 week momentum. Spot ≈ $4,100–4,180 is a HIGH level but a FALLING one. Under the price-TREND rule the driver is now read per horizon, and amplification fires for LONG only — a live downtrend caps the Short driver at Headwind and removes the Medium STRONG-BUY amplification.
HorizonTrend read (spot vs 50/200-DMA, slope, momentum)DriverAmplify?
Short (0–3m)Live downtrend — GLD −10% off the May peak, below a falling 50-DMA, negative 6–8wk momentumHeadwindNo — capped
Medium (6–12m)Choppy tape over a structural bull — Fed-cut path (weak June jobs +57k) + central-bank buying intact, but the price action is soft/sidewaysNeutral / soft-TailwindNo — amplification removed while the trend is down
Long (3–5yr)Structural bull strongest here — debasement / de-dollarisation bid, sustained CB buying (CFTC net-long 181k); secular uptrend from sub-$2,700 two years agoTailwindYes — Long only

Driver 85 kept as the level score, but re-labelled "Level-strong, trend-weak." The level (spot vs AISC $1,955 = a still-wide ~53% margin) is genuinely strong; the trend is not. Per-horizon: Short = Headwind (don't buy a producer into a falling metal), Medium = Neutral/soft-Tailwind (structural bull intact but the tape is choppy — no STRONG-BUY amplification), Long = Tailwind (amplifies to STRONG BUY). It does NOT change the three fundamental pillar scores. Thesis-invalidation floor: gold sustained below ~$3,000/oz would compress margins hard against the rising cost base and break the case — and with the metal already ~10% off its high, that bear is now a live near-term dial, not a distant tail (see §11).

6

Pillar Detail: Economic Alignment

How the current economic climate sits relative to this stock, read from the latest Macro-Economic report. Classifies the macro pressure (Tailwind / Neutral / Headwind) — the second amplification input — and frames a long entry as Trend-Following or Contrarian with a 0–100 conviction.
Stance · Pressure
Trend-Following · Tailwind
80
conviction

AU is not a named watchlist ticker, so mapped via GICS sector: Gold asset class = SO/SO/SO and Materials (XLB) = SO/SO/SO in the latest MacroDriver report (regime: Soft Landing lead / disinflationary slowdown; weak June jobs revive the Fed-cut path). Both read as a Tailwind on the economy. Going long rides the economic trend (Trend-Following), conviction 80. Note the new commodity price-TREND overlay (§5): amplification requires BOTH a Tailwind economy AND a driver that is trending up. With gold in a live downtrend, the driver now only amplifies at the Long horizon — so the Tailwind economy lifts Long to STRONG BUY only. The Medium STRONG-BUY amplification is removed (Medium → BUY) and the Short signal is capped at HOLD (daily-weak + short-term gold Headwind). This diverges near-term from peers AEM.TO / NEM whose reports have not yet applied the trend overlay.

Source: sector-map · Macro report 2026-07-03

7

Pillar Detail: Entry/Exit Timing

The risk-reward framework, relative strength vs SPY and the sector ETF, the macro overlay, news-derived sentiment, and the catalyst cluster.
Entry/Exit Timing — Pillar Score
Higher-timeframe uptrend intact; daily in a pullback below both MAs, now bouncing off $78 support
55
conf 60%

Risk-reward: price $84.65 is ~9% above weekly support ($77–78) and ~8% below the 50-DMA ($91.5). A stop below $77 is ~1.7 ATR (daily ATR $4.6) — moderate. The setup is a pullback within a higher-timeframe uptrend rather than a clean reclaim.

Relative strength: AU corrected hard from the Feb high ($128) into the June sell-off ($78 low). Importantly, this is NOT purely an equity-specific lag against a "still-strong metal" — gold itself also fell ~10% off its May peak over the same window (GLD ~$418 → $366 → ~$378), so AU's daily downtrend and sub-50-DMA price are partly gold-driven, not only cost/equity-specific. It now sits mid-range (~47% of 52-wk range) and bounced last session (+4.6%), but that bounce is against a still-falling metal.

Macro overlay (weight 0.20, Materials = high sensitivity): mixed — the structural rate backdrop is dovish, but gold's own price action is a near-term Headwind (§5). Sentiment: all recent analyst actions are 'maintain' (Roth, Citi, Scotia, JPM) — stable, no upgrades/downgrades in 30 days. Catalyst layer: calm — no earnings in the window; ISM Services (Jul 6) is the only high-impact macro nearby. Catalyst clustering ~65.

8

Economic Event Risk

High-impact macro releases in the next 14 days that could swing this stock, plus the last 7 days of surprises.

Upcoming events (next 30 days)

DateEventImpactForecastPreviousRelevant?Why
2026-07-06ISM Services PMI (Jun)High54.254.5⚠️ YesMaterials high-sensitivity; feeds the Fed-cut path that drives gold
2026-07-06ISM Non-Mfg Prices (Jun)High71.3⚠️ MediumServices inflation read → rate path → gold
2026-07-07Balance of Trade (May)Medium-78.8B-55.9BNoLow direct gold relevance
2026-07-08FOMC Minutes (Jun)Medium⚠️ YesDovish tilt would extend the gold tailwind

Recent surprises (last 7 days)

DateEventActualForecastSurpriseImpact
2026-07-02Non-Farm Payrolls (Jun)57K110K-48% (below)Gold-positive — weak jobs revived the Fed-cut path (the week's regime pivot)
2026-07-02Unemployment Rate (Jun)4.2%4.3%belowMixed (household-survey noise); payrolls signal governs

The dominant recent event — a big June payrolls miss (+57k vs +110k) — is directly gold-supportive: it repriced the Fed toward cuts and flipped the macro regime to a Soft-Landing lead. The nearest forward event, ISM Services on Jul 6, is high-impact for a high-sensitivity Materials name and is the scheduling trigger for the next update (Jul 7).

9

Multi-Timeframe Technical Analysis

Trend, RSI and breakout status across monthly / weekly / daily / hourly / 15-minute, with a confluence verdict.
TimeframeTrendDirectionRSIMACDKey S/RBreakoutVol
MonthlyUptrend ↑Bullish59+, risingS: 78 / R: 129None
WeeklyUptrend ↑Neutral47−, hist fadingS: 77-78 / R: 97-113None0.9x
DailyDowntrend ↓Bearish47−, hist turning upS: 77-78 / R: 91-97None0.8x
HourlyUptrend ↑Bullish62+, risingS: 79-80 / R: 85None
15-minStrong Up ↑Bullish60+, risingS: 81 / R: 85None
Confluence: Mostly Bullish — higher timeframes up, daily in a pullback · MTF Score 62

Monthly and weekly structure remain uptrends; the daily has pulled back below both the 50- and 200-DMA (91.5 / 90.2) but the histogram has just turned up and intraday timeframes are bullish — a textbook 'buy-the-dip in a higher-timeframe uptrend' pattern, provided $77-78 weekly support holds. A daily close back above the 50-DMA ($91.5) would confirm the reclaim; failure of $77 negates it.

10

Price Chart (6-Month Daily)

A 6-month daily close line with SMA50 and key support/resistance — the visual companion to the MTF table.

NYSE:AU — 6-month daily close with 50-day SMA. Feb blow-off to $128, June flush to $78, now recovering.

11

Scenario Summary

Bull / Base / Bear 12-month price paths with triggers and probability weights.

Bull — $150 (12m)

Gold pushes to $4,600+ on accelerating cuts + central-bank buying; AU closes the P/NAV discount as Sukari synergies and Nevada growth land. Re-rate toward the analyst median/consensus. Prob ~30%.

Base — $120 (12m)

Gold holds ~$4,000-4,200; AU partially closes the discount to targets as the June equity sell-off unwinds and margins stay wide. ~+42% from $84.65. Prob ~45%.

Bear — $66 (12m) · LIVE / flashing now

Gold slides toward $3,200 while the +19% YoY AISC creep continues — margin compresses off a rising cost base (the reason AU de-rated $128→$78 despite record gold). Equity re-tests/loses the $77 support. This is no longer a distant tail: gold is ALREADY ~10% off its May peak and below a falling 50-DMA — heading in this direction right now. The gold-price dial that triggers this scenario is flashing today, which is exactly why the Short signal is capped at HOLD and entry reads Wait. Prob ~25%.

Probability-weighted 12-month centre of gravity ≈ $116 (0.30×150 + 0.45×120 + 0.25×66), ~+37% from $84.65 — the 12-month distribution is still upside-skewed on the structural bull, but the near-term risk is now weighted toward the bear: gold's live downtrend means the path to the Base/Bull cases likely runs through further weakness first. Size and time entries accordingly.

12

Entry / Exit Rules

Three independent entry paths (Fundamental · Technical · Catalyst) and three exit triggers (Stop-Loss · Thesis · Profit-Target). Any one entry path is a valid entry — the more that agree, the larger the position the conviction ladder suggests. Exits are graded by severity, not count.

How to read this — the Conviction Ladder

The three entry groups are alternative paths to a buy, not a checklist. A group counts only when all its sub-conditions hold. How many groups are satisfied sets the suggested size — it does not gate whether you may enter: 1 group = Half-Size (a valid starter/scale-in), 2 = Full-Size, 3 = Over-Size (highest conviction); 0 = Wait (no path open yet). A strong overall signal can still read Wait here when the stock is well above its entry zones — that flags "good business, no entry edge right now," not a contradiction. Exits are graded by severity of what is live, not by a count: a hard stop is an Exit on its own.
Entry conviction: Wait0 of 3 groups met — do not add into the gold downtrend

Fundamental — not MET

Requires a deep discount to fair value with a strong live gold tailwind. The valuation leg holds, but the driver leg is now a short-term Headwind (gold in a live downtrend, §5) — so the group fails: don't buy a producer into a falling metal.
✅ Price $84.65 < fair value ~$120-134 (base target / analyst median)
✅ No earnings within 7 days (H1 results early Aug)
⛔ Live gold tailwind — FAILS: short-term driver is a Headwind (gold −10% off May peak, below a falling 50-DMA)

Technical — not MET

Support-bounce is young and the daily is still below both MAs — preferred entry is a 50-DMA reclaim OR a confirmed higher-low off $77-78.
⛔ Daily close > 50-DMA ($91.5) on >1.5x volume
⛔ OR a confirmed tested bounce off $77-78 weekly support with a higher low
✅ RSI 35-65 (daily 47)
✅ MACD histogram positive ≥ 2 days OR turning up off support (just turned +)

Catalyst — not MET

No event in the window.
· Post-earnings move > +5% with guidance raised/maintained

Forecast: No entry group is open — the Fundamental group's cheap-valuation leg holds but its live-gold-tailwind leg fails while gold trends down, so entry reads Wait. The path back to an open Fundamental entry runs through gold stabilising (spot reclaiming its 50-DMA / momentum turning up); the Technical group needs a confirmed higher-low off $77-78 or a 50-DMA reclaim (~$91.5, ~2-4 weeks at best and gold-dependent); Catalyst is event-dependent (H1 results early August). CONFIDENCE: Moderate — the valuation case is intact, but you are waiting for the metal's trend, not just the equity's, to turn.

Exit action: Holdno exit trigger is live — hold the position

Stop-Loss — not LIVE

⛔ Two daily closes below $77 (loss of weekly support)

Thesis Invalidation — not LIVE

⛔ Gold sustained below ~$3,000/oz (margin compression vs rising AISC)
⛔ AISC creep continues while gold stalls — margin < ~30% of spot
⛔ OR a major operational setback at a Tier-1 asset (Sukari / Geita / Kibali)

Profit-Target — not LIVE

⛔ Price into $134 (analyst median) with RSI > 70 and no fresh margin improvement

Forecast: Stop unlikely in the next 4-6 weeks unless gold breaks down — $77 is ~9% below spot and above the June flush low. Profit-target ($134) is a bull-case, multi-quarter event. Key risk date: H1 results (early Aug) for any AISC guidance revision.

Imagine you act at the current price of $84.65 · as of 3 Jul 2026

What if you bought now?

You are risking ~9% (to the $77 stop) to gain ~42% (base $120) — and up to ~77% (bull $150).

What you're risking: the daily downtrend isn't broken, so you may buy just before another dip toward $77-78; the Technical entry group is not yet met; and the bear case ($66) is a real ~25% path if gold stalls into rising AISC. What you're gaining: an immediate ~9.6% FCF yield + 5.4% dividend while you wait, a deep discount to analyst targets, and a ~4:1 reward-to-risk on the base case over a multi-year view. Read: with gold in a live downtrend the entry ladder reads Wait — don't add into a falling metal; let gold stabilise (a spot 50-DMA reclaim, or an AU higher-low off $77-78) before starting. The long-term structural case is intact; this is a timing call, not a quality call.

What if you sold now?

Selling/standing aside here gives up ~42% base-case upside to protect against a ~22% drop to the bear case.

What you're giving up: the re-rating toward $120-134, the 5.4% yield, and the free gold optionality — you'd be selling ~37% below the probability-weighted centre of gravity ($116). What you're protecting: capital if gold rolls over into the AISC creep. But no exit rule is live right now — no stop hit, no thesis break, no profit-target. Read: this is a hold / wait zone, not a sell — hold what you own, but don't add into the gold downtrend (entry reads Wait).

13

Position Sizing Context

Illustrative portfolio math (not advice) translating conviction into an allocation given risk-per-share and volatility.

Position sizing not computed — no risk budget or portfolio role was specified for this promotion run. Framework note: the §12 Conviction Ladder reads Wait (0 of 3 entry groups met — the Fundamental path's live-gold-tailwind leg fails while gold trends down), i.e. no new-money entry edge right now rather than a starter; hold existing exposure, with the $77 stop (~1.7 ATR) defining risk per share. Beta 0.64 — lower volatility than the market.

14

Calibration Snapshot

Machine-readable snapshot of every score, level and signal, saved alongside the HTML so the next run can compute deltas.
{
  "ticker": "AU",
  "exchange_ticker": "NYSE:AU",
  "isin": "GB00BRXH2664",
  "api_ticker": "AU",
  "date": "2026-07-03",
  "version": "v6",
  "analysis_status": "starting",
  "finder_ticker": "AU",
  "finder_exchange": "\ud83c\uddfa\ud83c\uddf8 NYSE",
  "user_horizon": null,
  "user_allocation_pct": null,
  "portfolio_role": null,
  "price_at_rating": 84.65,
  "signal_short": "HOLD",
  "signal_medium": "BUY",
  "signal_long": "STRONG_BUY",
  "primary_signal": "BUY",
  "quality_score": 73,
  "lifecycle_stage": "mature",
  "quality_detail": {
    "industry_benchmark_name": "AISC Margin (Mining)",
    "industry_benchmark_value": "53% of spot ($2,225/oz)",
    "industry_benchmark_score": 92,
    "moat_score": 49,
    "roic_percentile_vs_peers": 65,
    "capital_allocation": 70,
    "management_skin_in_game": 55
  },
  "valuation_score": 74,
  "valuation_detail": {
    "fcf_yield": 9.6,
    "implied_growth_rate": 3.0,
    "consensus_growth_rate": 20.0,
    "historical_valuation_decile": 3
  },
  "timing_score": 55,
  "timing_detail": {
    "mtf_confluence": 62,
    "risk_reward_score": 52,
    "relative_strength_vs_spy": -8.0,
    "relative_strength_vs_sector": -3.0,
    "catalyst_clustering_score": 65,
    "dynamic_macro_weight": 0.2
  },
  "driver_score": 85,
  "driver_label": "Level-strong, trend-weak",
  "driver_commodity_trend": "gold −10% off May peak; below falling 50-DMA; short-term downtrend",
  "driver_horizon_read": {
    "short": "Headwind",
    "medium": "Neutral/soft-Tailwind",
    "long": "Tailwind",
    "amplifies": "long-only",
    "note": "85 is the level score; trend overlay caps Short at Headwind and removes Medium amplification while gold trends down"
  },
  "overall_confidence": 60,
  "economic_alignment_stance": "Trend-Following",
  "economic_alignment_conviction": 80,
  "economic_alignment_pressure": "Tailwind",
  "economic_alignment_source": "sector-map",
  "macro_report_date": "2026-07-03",
  "nonop_pct_of_net_income": -10.5,
  "clean_pe": 10.7,
  "clean_peg": 0.5,
  "competitive_share_trajectory": "stable",
  "competitive_threat_level": "low",
  "fair_value_est": 120.0,
  "stop_loss": 77.0,
  "target_price": 120.0,
  "scenario_base_target": 120,
  "scenario_bull_target": 150,
  "analyst_consensus_target": 145.8,
  "analyst_target_high": 243,
  "analyst_target_low": 42,
  "analyst_target_upside_pct": 72.2,
  "analyst_grades_consensus": "Buy",
  "analyst_bullish_pct": 64,
  "analyst_coverage_count": 14,
  "fmp_rating": "A-",
  "fmp_overall_score": 4,
  "recent_upgrades_30d": 0,
  "recent_downgrades_30d": 0,
  "entry_groups_met": 0,
  "entry_conviction": "Wait",
  "exit_groups_live": 0,
  "exit_action": "Hold",
  "hard_gate_state": "clear",
  "gates_triggered": [],
  "gates_caution": [],
  "do_not_buy_triggers": [],
  "next_update_date": "2026-07-07",
  "next_update_basis": "ISM Services 2026-07-06 +1 trading day (Materials high-sensitivity, high-impact macro inside 3-day window)",
  "next_check_date": "2026-07-07"
}
15

Data Sources & Methodology

Audit trail of every data source: fully available (✓), fallback (⚠), or failed (✗), plus provenance-based confidence haircuts.
Data Source Status
get_company_profile / ratios / income_statement Fundamentals, margins, balance sheet — full coverage
get_multi_timeframe_analysis 5 timeframes returned
get_stock_prices (6mo daily) 124 daily bars for chart + SMA50
get_price_target_consensus / summary / grades Consensus $145.8, median $134; 9B/3H/2S
get_ratings_snapshot FMP A- (4/5)
get_earnings_calendar No output — next earnings (early Aug) taken from prior-quarter cadence
P/NAV (miner primary multiple) No published/broker P/NAV retrieved — fallback: FCF-yield + P/E + analyst-target discount + FMP DCF 5/5
Web (gold spot, AISC, Centamin) Gold ~$4,180; Group AISC $1,955; Sukari/Centamin completed Nov-2024
Impact on scores: Timing confidence set to 60% (mixed daily/higher-TF signal + Materials high-sensitivity with ISM Services inside 3 days). Valuation confidence 76% (wide target spread + thin recent coverage + P/NAV fallback). Driver confidence 68% (gold is inherently volatile). Overall confidence = min pillar ≈ 60%.
DISCLAIMER: This is a quantitative framework for educational purposes only. It is not financial advice. Always do your own research and consult a licensed financial advisor before making investment decisions.