Why this ASX gold producer could be on the cusp of its next breakout move

A major approval moves this ASX gold producer closer to its next phase of growth.

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The share price of Resolute Mining Ltd (ASX: RSG) is little changed today, slipping 0.22% to $1.332. This comes despite the company releasing an important announcement to the ASX.

Over the past 12 months, Resolute shares have surged more than 260%, ranking among the strongest performers across the ASX gold sector. That strong run may help explain why today's news has not sparked an immediate rally.

Let's unpack what was released today.

A key approval finally secured

According to the update, Resolute announced it has been awarded a key mining permit for its Doropo Gold Project in Cote d'Ivoire.

The permit is the final government approval required before the project can move into development and eventual production. It has been granted for an initial 20-year term, with the option to extend.

Management described the approval as a major step toward building Doropo into the company's next core producing asset. Once operational, Doropo is expected to play a central role in lifting group gold output beyond 500,000 ounces per year by the end of 2028.

Doropo shapes the next phase of growth

definitive feasibility study (DFS) released late last year outlined strong economics and a long mine life.

At a gold price assumption of US$3,000 per ounce, the study delivered a post-tax net present value of about US$1.46 billion. It also outlined an internal rate of return close to 50%.

Average annual gold production is forecasted at around 170,000 ounces over the life of the mine, with higher output expected in the early years.

Cash costs and all-in sustaining costs (AISC) are projected to sit well below current spot gold prices, giving the project a solid buffer if gold prices soften.

Resolute plans to fund development using its existing balance sheet, which should limit the need for large equity raisings.

Construction is expected to begin in the first half of 2026, with first gold targeted for the first half of 2028.

Existing operations provide support

While Doropo sits at the centre of the company's growth plans, it already operates producing gold mines in Mali and Senegal.

These assets generate ongoing cash flow and provide operational diversification across West Africa. Management has been focused on improving reliability, managing costs, and using higher gold prices to strengthen the balance sheet.

Foolish Takeaway

Despite the importance of the update, investors appear to be taking a wait-and-see approach.

Nonetheless, the Doropo mining permit removes a key source of uncertainty and allows the project to move into the development phase.

The next phase will focus on delivery, including construction progress, cost control, and updates on funding and timelines.

Motley Fool contributor Aaron Teboneras 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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