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GOLDPEAPROJECT ECONOMICS

Bralorne Gold Project PEA: C$1.05B NPV, 31.3% IRR

ByMining Stocks Research
Sep 29, 2026
Source:Talisker Resources Ltd.
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Talisker Resources Ltd.'s Bralorne Gold Project in British Columbia, Canada has a Preliminary Economic Assessment (PEA) outlining an after-tax NPV of C$1.05B, an after-tax IRR of 31.3%, and initial capital of C$416M. The mine plan runs 17.6 years at about 95 koz Au per year.

Talisker Resources Ltd.'s Bralorne Gold Project has reported Preliminary Economic Assessment (PEA) results for the gold project in British Columbia, Canada. The study headlines an after-tax net present value of C$1.05B at a 5% discount rate. It reflects Talisker Resources Ltd.'s (TSK.TO) latest disclosed economics for the asset.

Economics. The after-tax NPV is C$1.05B using a 5% discount rate. After-tax IRR is 31.3%. Initial capital expenditure is estimated at C$416M, with life-of-mine sustaining capital of C$782M. The study models a payback period of 2.1 years. All-in sustaining costs are pegged at 1914 USD/oz. Economics are based on Gold price US$3,500/oz | Exchange rate USD/CAD 1.35 | Discount rate 5%.

Production and mine plan. The project envisions an underground operation. Life of mine is 17.6 years. Average annual production is approximately 95 koz Au. Average head grade is 3.9 g/t Au (LOM average). Metallurgical recovery averages 90.6%.

Resources and ownership. The company holds a 100% interest in the project. Royalties and streams: Royalties C$358 mm (LOM) included in PEA; DSO agreement up to 1,500 t/d with Ocean Partners.

These figures are extracted from Talisker Resources Ltd.'s technical disclosures and reflect the most recent PEA on file. Compare this project against other developers and producers in our project economics database, and always verify the numbers against the original technical report before making any investment decision.

Reserves & Resources

Mineral Resources (M&I&I)
CategoryTonnageGradeContained
Measured0.068 Mt10.04 g/t Au21,900 oz Au
Indicated0.652 Mt8.80 g/t Au184,400 oz Au
Measured & Indicated0.72 Mt8.91 g/t Au206,300 oz Au
Inferred11.228 Mt8.73 g/t Au3,151,000 oz Au
Mining Stocks Research

Our Analysis

IRR after-tax
31.3%

higher than 38% of 120 projects we track

NPV after-tax
C$1.05B

higher than 68% of 179 projects we track

Initial capex
C$416M

40% of NPV

costlier than 70% of 165 projects we track

Payback
2.1yrs

slower than 54% of 101 projects we track

Mine life
17.6yrs
Discount rate
5%
Study price assumption
Gold price US$3,500/oz | Exchange rate USD/CAD 1.35 | Discount rate 5%
Spot gold today
$4,173.60/oz

The number that decides this project is not the 31.3% after-tax IRR. It is the C$416M initial capex set against a company worth roughly US$175M: a build costing about 1.7x the entire equity value, with the NPV at about 4.4x market cap. A micro-cap cannot quietly fund a cheque that size from cash flow or a standard debt package. The realistic routes are a large equity raise (heavily dilutive at this scale), a partner or offtake arrangement carrying much of the capital, or a sale of the asset or the company. Each changes who owns the upside. Existing holders should assume they fund the build with their ownership percentage, not with the company's balance sheet.

The economics support the case without carrying it. The C$1.05B after-tax NPV ranks above 68% of the 179 gold projects we track, and a 2.1-year payback sits mid-pack against the 101 we compare. The IRR is the weaker leg: 31.3% clears the roughly 15% project-finance threshold comfortably, and the 20%-plus bar that fits a higher-risk junior with little else in the portfolio, but it ranks above only 38% of the 120 gold projects we track. That is a solid, unexceptional return, and it is a PEA: scoping-level, potentially including inferred material, with capital estimates that typically carry a plus or minus 50% band. The 5% discount rate is a reporting convention, not an investment hurdle.

Two things help. British Columbia is a mining-friendly jurisdiction, and the study's US$3,500/oz gold assumption sits below today's US$4,173.60/oz spot, so the headline numbers are not built on a price the market has already left behind. The company also holds nine projects, so this is not a single-asset story. The question that settles it: can management fund C$416M without handing away the asset, and on what terms?

Our take, benchmarked against the project economics in the Mining Stocks database. Figures are estimates drawn from company technical reports — not investment advice; always verify against the source filing.

View the source filing from
Talisker Resources Ltd.
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