Calls
1
u/Aggressive-Donkey-10
Reddit r/ValueInvesting
Win Rate
100.0%
return
+2.0%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 20
$19.83
+2.0%
The author argues IAMGOLD is among the cheapest gold miners, paying roughly $350/oz for Measured/Indicated gold in the ground versus over $1800/oz for peers like Agnico Eagle. The mechanism is rising produced ounces and reserves amid a rising gold price, supported by new Canadian mines (Cote/Gosselin already producing, Nelligan/Monster Lake in exploration) and the Westwood underground mine. Catalysts include long-term gold tailwinds from G20 currency printing, low supply from fewer large gold finds and flat ~3000 tons/year production since 2017, and central bank buying above 1000 tons/year since 2022. The main stated risk is navigating security issues at the Essakane open pit mine in Burkina Faso.
Metals & Mining
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u/Aggressive-Donkey-10 has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: IAG.
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