Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Alamos Gold Inc.'s third-quarter 2024 earnings presented a comprehensive review of the company's operational and financial performance following its recent acquisition of the Magino mine from Argonaut Gold.</li><li>This acquisition has significantly shaped the latest results, which reflect a mixed bag of outcomes from this transitional phase.</li><li>The third quarter marked a record production milestone for Alamos, with 152,000 ounces of gold produced.</li></ul>

Alamos Gold Inc.'s third-quarter 2024 earnings presented a comprehensive review of the company's operational and financial performance following its recent acquisition of the Magino mine from Argonaut Gold.This acquisition has significantly shaped the latest results, which reflect a mixed bag of outcomes from this transitional phase.The third quarter marked a record production milestone for Alamos, with 152,000 ounces of gold produced.

Alamos Gold Inc.: PDA Project & Mulatos District Expansion Driving Our Optimism! - Major Drivers

<ul><li>Alamos Gold Inc. delivered strong financial and operational performance in the second quarter of 2024, marked by numerous records including production, revenue, and cash flow.</li><li>The company, bolstered by its recent acquisition of Argonaut which included the Magino and Island Gold Mines, now forecasts a significant production increase, projecting an annual rate of approximately 600,000 ounces of gold, potentially expanding to 700,000 ounces by 2026.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Alamos Gold Inc. delivered strong financial and operational performance in the second quarter of 2024, marked by numerous records including production, revenue, and cash flow.The company, bolstered by its recent acquisition of Argonaut which included the Magino and Island Gold Mines, now forecasts a significant production increase, projecting an annual rate of approximately 600,000 ounces of gold, potentially expanding to 700,000 ounces by 2026.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

<ul><li>Alamos Gold Inc. reported a robust first quarter of 2024, showcasing a mixture of operational excellence and strategic acquisitions that positioned the company for significant growth and enhanced value creation.</li><li>The quarter was highlighted by a strong operational performance with a total production of 135,700 ounces of gold, surpassing the company's quarterly guidance.</li><li>This was primarily driven by record production from the La Yaqui Grande mine.</li></ul>

Alamos Gold Inc. reported a robust first quarter of 2024, showcasing a mixture of operational excellence and strategic acquisitions that positioned the company for significant growth and enhanced value creation.The quarter was highlighted by a strong operational performance with a total production of 135,700 ounces of gold, surpassing the company's quarterly guidance.This was primarily driven by record production from the La Yaqui Grande mine.

Alamos Gold Inc.: Expansion and Optimization of Magino Mill As A Key Growth Lever! - Major Drivers

<ul><li>Alamos Gold Inc.'s fourth-quarter 2023 results unveiled that the year yielded strong results on multiple fronts, with some of the best performance figures in two decades.</li><li>The company achieved a significant 15% increase in the production reaching a record 529,000 ounces of gold, at the top end of their raised production guidance.</li><li>Operational costs reduced by 4% while revenue saw an impressive increase of 25% to a record $1 billion.</li></ul>

Alamos Gold Inc.'s fourth-quarter 2023 results unveiled that the year yielded strong results on multiple fronts, with some of the best performance figures in two decades.The company achieved a significant 15% increase in the production reaching a record 529,000 ounces of gold, at the top end of their raised production guidance.Operational costs reduced by 4% while revenue saw an impressive increase of 25% to a record $1 billion.

Alamos Gold: Initiation Of Coverage - Impending Phase 3+ Expansion at Island Gold & 3 Pivotal Factors Driving Growth In 2024 & Beyond! - Financial Forecasts

Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

VanEck Vectors Junior Gold Miners ETF / Event-Driven

<ul>
<li>The MV J-Gold Miners index represents the performance small-cap gold and silver mining companies listed around the world.</li>
<li>This index is reviewed semi-annually in March and September. During these reviews, names can be added or deleted from the index.</li>
<li>In this insight, we take a look at the latest lists of potential ADDs and DELs for the index rebal event in September 2024.</li>
</ul>


The MV J-Gold Miners index represents the performance small-cap gold and silver mining companies listed around the world.
This index is reviewed semi-annually in March and September. During these reviews, names can be added or deleted from the index.
In this insight, we take a look at the latest lists of potential ADDs and DELs for the index rebal event in September 2024.


Quiddity Leaderboard MV Jr Gold Miners Sep 24:  Mergers Mean Possible Up-And-Out DELETEs

Canada

Alamos Gold Inc. is a Canadian-based gold producer operating three mines in North America. The Company explores and produces gold from mines. Alamos Gold operates portfolio of development stage projects in Canada, Mexico, Turkey, and the United States.

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Alamos Gold (AGI US)

Alamos Gold Inc.: PDA Project & Mulatos District Expansion Driving Our Optimism! - Major Drivers

Alamos Gold Inc.'s third-quarter 2024 earnings presented a comprehensive review of the company's operational and financial performance following...

Baptista Research

Alamos Gold Inc.: Expansion of Magino

Alamos Gold Inc. delivered strong financial and operational performance in the second quarter of 2024, marked by numerous records including...

Baptista Research

Alamos Gold Inc.: Expansion and Optimization of Magino Mill As A Key Growth Lever! - Major Drivers

Alamos Gold Inc. reported a robust first quarter of 2024, showcasing a mixture of operational excellence and strategic acquisitions that...

Baptista Research

Alamos Gold: Initiation Of Coverage - Impending Phase 3+ Expansion at Island Gold & 3 Pivotal Factors Driving Growth In 2024 & Beyond! - Financial Forecasts

Alamos Gold Inc.'s fourth-quarter 2023 results unveiled that the year yielded strong results on multiple fronts, with some of the best performance...

Baptista Research

Quiddity Leaderboard MV Jr Gold Miners Sep 24: Mergers Mean Possible Up-And-Out DELETEs

The MV Junior Gold Miners Index is up for rebalance in September. There are no LARGE changes expected. There are two obvious smallcap deletes. Some...

Travis Lundy

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