Will AngloGold Ashanti's (AU) Dubai Strategy Unveil New Strengths in Its Competitive Position?

• AngloGold Ashanti plc presented at the 121 Dubai Mining Investment Conference on November 26, 2025, in the United Arab Emirates, sharing its latest updates with investors and industry leaders.
• This conference is recognized as a prominent platform for mining companies to outline strategy and new developments, often sparking greater investor attention.
• We’ll assess how AngloGold Ashanti’s fresh perspectives from the Dubai conference may influence its investment outlook and risk profile.

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AngloGold Ashanti Investment Narrative Recap

To be a shareholder in AngloGold Ashanti, you need to believe in the long-term value of gold and management’s ability to contain costs and navigate regulatory hurdles. The recent Dubai conference offered management a global stage, but it did not materially change the near-term catalyst of strong operational earnings or address the primary risk of supply cost pressures, which remain crucial for margin preservation. Among recent announcements, the Q3 2025 earnings release stands out: AngloGold Ashanti reported net income of US$669 million, a significant improvement year-on-year, reflecting higher gold production and elevated prices. This solid operational result supports the short-term earnings narrative, although long-term risks around production costs and jurisdictional challenges remain relevant in the wake of management’s updates. In contrast, investors need to be aware that even with positive news flow and rising profits, persistent inflationary pressures on total cash costs could still...

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AngloGold Ashanti's outlook anticipates $9.5 billion in revenue and $3.0 billion in earnings by 2028. This is based on a 7.6% annual revenue growth rate and represents a $1.2 billion increase in earnings from the current level of $1.8 billion.

Uncover how AngloGold Ashanti's forecasts yield a $89.71 fair value, a 5% upside to its current price.

Exploring Other Perspectives

Fair value estimates from 11 Simply Wall St Community members span a wide range, from US$18.63 to US$89.71 per share. With cost inflation as an ongoing risk, these varied viewpoints hint at many ways to weigh AngloGold Ashanti’s future, take time to compare different scenarios for yourself.

Explore 11 other fair value estimates on AngloGold Ashanti - why the stock might be worth less than half the current price!

Build Your Own AngloGold Ashanti Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your AngloGold Ashanti research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free AngloGold Ashanti research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AngloGold Ashanti's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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