ASX Mining Stock in a Fast Forward Lane

Team Veye | 08-Nov-2024

Polymetals Limited (ASX: POL)

Polymetals Limited (ASX: POL) announced on November 8, 2024, that it had successfully secured funding for its flagship Endeavor Mine project, positioning the company to deliver cash flow in the near term. A US$20 million (A$30 million) Pre-payment Loan Facility has been completed, replacing the initial US$10 million facility provided by Ocean Partners in June 2023. This financing arrangement has been bolstered with $2.5 million in options priced at $1.00 per share, which underscores confidence from stakeholders in the project’s upside. With funding now in place, Polymetals is set to advance the Endeavor Mine, located in Australia’s resource-rich Cobar Basin, into production. The project targets high-grade deposits of silver, zinc, and lead and is anticipated to generate first concentrates and cash flow in the first half of 2025. The Economic Management Plan (EMP) results, published this quarter, reveal that the Endeavor Mine is poised to deliver substantial financial returns. Significant improvements in ore reserves, mine production, and overall project valuation emphasize the positive outlook for shareholders, as well as expected economic benefits for the surrounding Cobar Region.

Highlights include a projected revenue of $1.9 billion over a 10-year mine life and pre-tax cash flow of $609 million, driven by the sale of approximately 260,000 tonnes of zinc, 90,000 tonnes of lead, and 10.6 million ounces of silver. Further supporting the project’s financial strength, the Endeavor Mine is projected to deliver a pre-tax internal rate of return (IRR) of 345% and a net present value (NPV) of $414 million at an 8% discount rate (NPV8%). Notably, the capital expenditure required for mining recommencement is estimated at $28 million, with a short payback period of 14 months, highlighting the efficient capital deployment and potential for rapid returns.

Looking ahead, Polymetals plans to initiate surface and underground refurbishment work in the next quarter, setting the stage for production and ongoing exploration activities. This flexibility, enabled by the Ocean Partners facility, provides Polymetals with the financial resilience needed to execute its development strategy and build a growth-oriented platform for future projects. The September Quarter marked a period of strategic accomplishments for Polymetals. With the revised mine plan and updated EMP results underscoring the project’s attractive financial returns, Polymetals is well-positioned to create value for shareholders. This project is expected to deliver significant cash flow supporting a positive outlook for the company’s growth trajectory in the Cobar Basin.

Source: Company’s Report

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