New Pilbara mine plan delivers "outstanding financial returns" this All Ords copper company says

This new Western Australian copper mine will be a boon for shareholders, company management says.

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Key points

  • Develop Global says its Sulphur Springs copper project will deliver outstanding returns.
  • The company will now push ahead with funding and commodity sales plans.
  • The exposure to energy transition metals is a strong tailwind for the company, its leader says.

Copper and zinc miner Develop Global Ltd (ASX: DVP) says an updated study for its Sulphur Springs project in Western Australia's Pilbara region shows it is set to generate "outstanding financial returns".

The miner, which also operates the Woodlawn copper and zinc mine in New South Wales, stated in a release to the ASX on Thursday that an updated feasibility study for Sulphur Springs showed a significant increase in the project's net present value, up 76% to $921 million.

The project is now expected to generate revenue in the order of $3.4 billion, up 18% on previous estimates, and would cost $329 million to bring into production, up 11%.

Develop Global shares were trading 6.8% higher at $4.47 on the news on Thursday, with the company valued at $1.38 billion at the close of trade on Wednesday.

Mine almost ready to go

The company stated that the Sulphur Springs project had obtained all necessary major government approvals and was on track for a final investment decision and subsequent construction.

The study shows that Sulphur Springs will be technically and economically robust, generating a pre-tax internal rate of return of 59% and free cashflow of  about $1.5 billion. The new bottom-up mining approach will see Sulphur Springs developed as an underground mine from the outset which will allow substantial flexibility in the mine plan and scheduling sequence.

Develop Global Managing Director Bill Beament said the results of the definitive feasibility study were "outstanding" and confirmed that the project was set to deliver substantial value for shareholders.

The case for accelerating Sulphur Springs is clear and compelling. We have a unique opportunity which we intend to maximise by building the underground decline and associated infrastructure at the start of the project, well before we start production mining, significantly de-risking the project and maximising the opportunity at Sulphur Springs. We also plan on leveraging the projects significant untapped geological upside, and we are confident in its potential to deliver substantial mine life growth.

Mr Beament said that, along with the Woodlawn mine, the company now had significant exposure to two minerals in copper and zinc, which were in high demand due to their use in clean energy transition technologies.

The company said it would now look to pursue offtake agreements with buyers, as well as project funding.

The Sulphur Springs project has an ore reserve of 8.8 million tonnes of ore at a grade of 1.1% copper and 5.4% zinc.

At the Woodlawn mine, the company delivered its first shipments of copper, zinc, and lead to customer Trafigura in the June quarter.

Motley Fool contributor Cameron England has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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