Member Info for SpanishJohn

I suspect any new shares are issued at 'market price' , this is not dilution.

Don't forget they recently bought a number of shares back at a 2% discount to market price.

I can't see anything to worry about ?

Thanks, I had found that but no RNS or confirmation of amount yet........ fingers crossed

Where did you see that ? Is it 0.5 pence again ?

Sad but Happy SP up 10%+ from Friday when Divi paid and today when cash in account, all reinvested this morning at circa $101 , so up a few dollars on that already, back to $120+ soon !

Following the release of 2025 record results on 20 February 2026, analysts have projected a substantial increase in earnings for the 2026 financial year.

The consensus forecast for AngloGold Ashanti’s (AU) 2026 EPS is approximately $8.92, representing a massive growth trajectory from the $5.19 basic EPS reported for 2025.

2026 Earnings Forecast Summary

Consensus EPS Estimate: $8.92 (average of 6 analysts).

High Estimate: $9.57 per share.

Low Estimate: $7.63 per share.

Year-over-Year Growth: Analysts expect a 61.6% increase in earnings compared to the 2025 full-year results.

Quarterly Forecasts for 2026

Management and analysts expect continued momentum throughout the first half of the year:

Q1 2026 Forecast: $2.07 to $2.41 per share.

Q2 2026 Forecast: $2.38 per share

Looking Good !

I had previously thought I'd sell at $100 , but based on 2026 forecast EPS of circa $9 and a P/E of (just) 20 , $180 looks achievable , other Goldies trade at 30-35 P/E !

I hope so, NG is the bedrock of my portfolio.

However, I think circa 1400 is likely peak, but with so much uncertainty in markets I maybe (hopefully) wrong

1350 on the way ?

You were correct ! Old reliable goes up !

The wind has changed.

Yes maybe £15 today

By the look of the price movement you may be right !

I've held on and on, but $100 or close would surely turn my head.

Anglo Gold now > 15% of wife's and I's combined portfolio !

But where to reinvest ?

It's over ?

£48 , sounds about right 😎

$4k Gold, there it is !

Pre Open hitting my $75 sell target...... hmmmmm

I use Adblocker with Firefox on PC. And Adblocker browser on this Android phone. In UK ATM. Lse website moans occasionally asking me to disable it but I don't.

Use Adblock browser then you won't be interrupted by adverts :)

Year on year is the important comparison, there will always be seasonal patterns.

I always had $75 in mind (EPS $5 P/E 15) , Simply Wall Street value at $86.54, RBC Capital at $73 (Average $79.77) so I'm in the right ball park.

Even then, if Gold goes $4,000 plus ($3,755 as I write), we could go higher, I've held all since Centamin and bought more early August now 45% ! up, it's been my best investment ever so likely to stick for a while.

Should ex Centamin Anglogold Ashanti shareholder have received a Dividend in March this year of $0.69 per share ?

I can see I got the May and recent September one in Barclays as Scrip and reinvested but not March ?

The last Centamin I got was August/September 2024