Stock Markets January 26, 2026

Zijin Advances Global Gold Footprint with C$5.5 Billion Offer for Allied Gold

Shares in Zijin climb to fresh highs as the company moves to acquire producing West African mines and an Ethiopian project slated for 2026 output

By Maya Rios
Zijin Advances Global Gold Footprint with C$5.5 Billion Offer for Allied Gold

Zijin Mining's announcement that its Hong Kong-listed unit will buy Allied Gold for C$44 per share has propelled its stock to record levels. The proposed C$5.5 billion transaction would transfer control of producing mines in Mali and Côte d'Ivoire to Zijin, and bring the Kurmuk project in Ethiopia into its pipeline, with first output expected in the second half of 2026. The deal is conditional on shareholder and regulatory approvals across several jurisdictions.

Key Points

  • Zijin Gold International has offered to buy all outstanding Allied Gold shares for C$44 per share in cash, valuing the deal at about C$5.5 billion.
  • The acquisition would transfer producing mines in Mali and Côte d'Ivoire to Zijin and add the Kurmuk project in Ethiopia, expected to begin output in the second half of 2026.
  • Zijin's Hong Kong-listed shares rose to a new record and the company projects Allied Gold's annual production could reach roughly 25 tonnes by 2029 after planned expansions.

Shares of China-based Zijin Mining Group climbed to fresh highs after the company disclosed plans to acquire Canada-listed Allied Gold Corp in an all-cash transaction valued at roughly C$5.5 billion, or about $4.0 billion.

The offer comes through Zijin Gold International, Zijin's Hong Kong-listed subsidiary, which has agreed to purchase all outstanding Allied Gold shares at C$44 per share in cash. That price represents a 5.4% premium to Allied Gold's most recent closing price.

Under the proposed deal, Zijin would gain control of existing producing gold mines located in Mali and Côte d'Ivoire. The agreement also covers the Kurmuk project in Ethiopia, where output is targeted to begin in the second half of 2026.

Market reaction to the announcement was immediate: Hong Kong-listed shares of Zijin rose to a record HK$44, an intraday gain of about 4.3%. The stock had earlier reached gains as high as 8% in the prior session before settling around 4.5% up at the close.

Zijin highlighted that the transaction will expand its gold reserves and prospective production capacity at a time when gold prices are trading near record levels. The company noted Allied Gold's planned expansions could lift the acquired entity's annual production to approximately 25 tonnes by 2029.

The acquisition remains subject to both shareholder approvals and regulatory clearances across multiple jurisdictions. No further timetable or additional deal terms were provided in the announcement.


Deal specifics at a glance

  • Acquirer: Zijin Gold International (Hong Kong-listed unit of Zijin Mining Group)
  • Target: Allied Gold Corp
  • Price: C$44 per share in cash (5.4% premium to last close)
  • Deal value: About C$5.5 billion ($4.0 billion)
  • Assets included: Producing mines in Mali and Côte d'Ivoire; Kurmuk project in Ethiopia (expected H2 2026)

The outcome of the transaction will depend on approvals from Allied Gold shareholders and regulators in the jurisdictions involved. Observers will likely watch subsequent filings and any timetable issued by the parties for voting and regulator review.

Risks

  • The transaction is contingent on shareholder and regulatory approvals in multiple jurisdictions - regulatory or shareholder setbacks could delay or block the deal (affects mining and M&A activity).
  • Integration of producing assets and development of Kurmuk carry execution risk, including meeting the expected 2026 start date for Ethiopian output (affects production schedules and commodity supply).

More from Stock Markets

Tesla Debuts New All-Wheel Drive Model Y Trim in U.S.; Premium Option Also Launched Feb 2, 2026 Eastroc Beverage Shares Start Trading in Hong Kong at Offer Price After $1.3 Billion IPO Feb 2, 2026 SoftBank unit and Intel to jointly develop 'Z-Angle' memory technology Feb 2, 2026 M EVO GLOBAL ACQUISITION CORP II Raises $300 Million in IPO Aimed at Critical Minerals Deals Feb 2, 2026 NRW Holdings Shares Rise After Securing A$175m Rio Tinto Earthworks Contract Feb 2, 2026