Allied Gold Corporation · TSX:AAUC
Allied Gold — Merger or Acquisition (February 2025)
14 slides from Allied Gold's merger presentation, Feb 25, 2025
Slide 1: Strategic Partnership
TSX: AAUC Strategic Partnership February 25, 2025
Slide 2: Disclaimers
Disclaimers CAUTIONARY STATEMENT REGARDING FORWARD-LOOKING INFORMATION AND STATEMENTS This presentation contains "forward-looking information" and future-oriented financial information (“FOFI”) under applicable Canadian securities legislation. Except for statements of historical fact relating to the
Slide 3: Today’s Speakers
Today’s Speakers Peter Marrone Mr. Ahmed Amer Al Amry Chairman and CEO, Allied Gold Chairman, Ambrosia Investment Holding 2
Slide 4: Unique Mid-Tier Gold Producer
Unique Mid-Tier Gold Producer 375koz-400koz/y Current Production Platform and Developing Two Generational Mines with Untapped Upside x x Sadiola Kurmuk Short Term Average Production Target Mine Life 2026 Production(3) Average Production Target Mine Life Production(3) ’30-’33 ‘26-’29 200koz-230koz ~4
Slide 5: Unparalleled Optionality and Growth
Unparalleled Optionality and Growth(1) Large existing New discoveries being Growing production and mineral inventory identified and proven lowering costs Allied Gold has a unique presence on two of the world’s most abundant gold belts: the Birimian Greenstone Belt and the Arabian-Nubian Shield Notes
Slide 6: Well Positioned to Deliver on Growth and Realize Upside Optionality
Well Positioned to Deliver on Growth and Realize Upside Optionality(1) Significant in- Fully permitted Geopolitically Fiscal stability country knowledge mines and established in each jurisdiction and presence development stage jurisdictions in which projects with for mining we operate established Co
Slide 7: UAE-Based Ambrosia Investment Holding Announced as New Strategic Partner
UAE-Based Ambrosia Investment Holding Announced as New Strategic Partner Overview • Immediate realization of value for the Sadiola mine, while significantly bolstering the The Partnership will leverage Company’s financial strength and adding an influential partner endorsing Allied’s strong growth th
Slide 8: Transaction Rationale
Transaction Rationale • Strategic Regional Expertise – Ambrosia's experience and relationships in West Africa, particularly in Mali, are expected to complement the Company’s own relationships and collaborative approach • Sadiola Power Solution and Environmental Performance – The power supply agreeme
Slide 9: Sadiola
Sadiola Generational Asset with Ongoing Expansion to +300koz/y • Large-scale open-pit mine set for transformational growth and optimizations over a target +20-year Mine Life • World-class asset set to benefit from new partner: Value can be maximized with a like-minded and well-capitalized partner wh
Slide 10: Bonikro
Bonikro 2025 Guidance(1) Au Production 98,000 – 105,000 (Au oz) Cash Costs 1,230 – 1,300 (US$/oz)(2) Mine-Site AISC 1,500 – 1,585 (US$/oz) (2) Sustaining Capex 67 US$ millions Expansionary Capex 1 US$ millions Exploration 6 US$ millions Period Operations Projects and Sustaining Exploration 2025 Guid
Slide 11: Agbaou
Agbaou 2025 Guidance(1) Au Production 77,000 – 90,000 (Au oz) Cash Costs 1,630 – 1,715 (US$/oz)(2) Mine-Site AISC 2,050 – 2,160 (US$/oz) (2) Sustaining Capex 30 US$ million Expansionary Capital 1 US$ million Exploration 3 US$ million Period Operations Projects and Sustaining Exploration 2025 Guidanc
Slide 12: Kurmuk
Kurmuk 2025 Guidance(1) Expansionary Capex 280 US$ million Exploration 5 US$ million Period Operations Projects Exploration 2025 Guidance • Mining activities are planned to start in late Q1 • Construction activities are progressing well and • Expected update Mineral Resources and 2025 with the objec
Slide 13: Case Studies in Value Creation
Case Studies in Value Creation(1) Changes in Lundin Gold valuation from the start of the Centamin Deal – The read-through value of the recent acquisition of Centamin by AngloGold Ashanti highlights the financing to September 2024 value potential at Kurmuk. Applying the implied valuation metrics from
Slide 14: Driving Sustainable Growth and Value Creation
Driving Sustainable Growth and Value Creation Mid-sized Company with Large-Capitalization Profile Underpinned by Two Tier-One Assets Hiding in Plain Sight(1) • Growth driven optimizations, expansions and exploration successes • Anchored by world-class mines • Focused on the phased expansion at Sadio