Centerra Gold: Re-Rating Opportunity Remains Intact Despite Near-Term Iran Pressure
Centerra Gold (CGAU) maintains a Strong Buy rating despite near-term challenges related to its operations in Iran, as strong Q1 free cash flow and a strategic pivot toward North American assets support long-term re-rating potential. The company's deep undervaluation relative to peers and improved financial performance highlight upside opportunities. Ongoing geopolitical risks in Iran are acknowledged but are not seen as derailing the broader turnaround strategy.
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