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GOLDRESOURCE ESTIMATEPROJECT ECONOMICS

Tarkwa Gold Mine Resource Estimate: $226M NPV Over a 17-Year Mine Life

ByMining Stocks Research
Jul 31, 2026
Source:Gold Fields Limited
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Gold Fields Limited's Tarkwa Gold Mine in Ghana has a Mineral Resource Estimate outlining an after-tax NPV of $226M. The proposed mine plan runs 17 years.

Gold Fields Limited's Tarkwa Gold Mine has reported Mineral Resource Estimate results for the gold project in Ghana. The study headlines an after-tax net present value of $226M at a 11% discount rate. It reflects Gold Fields Limited's (GFI) latest disclosed economics for the asset.

Economics. The after-tax NPV is $226M using a 11% discount rate. Economics are based on Open pit mineral resources based on gold price of $2,300/oz; mineral reserves based on gold price of $2,000/oz.

Production and mine plan. The project envisions an open-pit operation. Life of mine is 17 years.

Resources and ownership. The company holds a 90% interest in the project. Royalties and streams: Statutory royalty 4% applied based on average gold price for the LOM mineral reserve period (Development Agreement sliding scale 3-5%); new legislation to increase to 5-12% after April 2027.

These figures are extracted from Gold Fields Limited's technical disclosures and reflect the most recent Resource Estimate 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 Reserves (P&P)
CategoryTonnageGradeContained
OP proved33,774 kt1.3 g/t Au1,431 koz Au
OP probable117,009 kt1.1 g/t Au4,230 koz Au
OP total150,784 kt1.2 g/t Au5,660 koz Au
SP proved11,464 kt0.7 g/t Au263 koz Au
SP probable53,964 kt0.4 g/t Au694 koz Au
SP total65,429 kt0.5 g/t Au957 koz Au
Total proved mineral reserves45,238 kt1.2 g/t Au1,694 koz Au
Total probable mineral reserves170,974 kt0.9 g/t Au4,924 koz Au
Total Tarkwa Mineral Reserves216,212 kt1.0 g/t Au6,617 koz Au
Mineral Resources (M&I&I)
CategoryTonnageGradeContained
OP Measured4,254 kt1.6 g/t Au221 koz Au
OP Indicated55,776 kt1.2 g/t Au2,205 koz Au
OP Measured + Indicated60,030 kt1.3 g/t Au2,426 koz Au
OP Inferred14,490 kt1.6 g/t Au735 koz Au
SP Measured74 kt0.3 g/t Au1 koz Au
SP Measured + Indicated74 kt0.3 g/t Au1 koz Au
Total Measured4,328 kt1.6 g/t Au222 koz Au
Total Indicated55,776 kt1.2 g/t Au2,205 koz Au
Total Measured + Indicated60,104 kt1.3 g/t Au2,426 koz Au
Total Inferred14,490 kt1.6 g/t Au735 koz Au
Mining Stocks Research

Our Analysis

NPV after-tax
$226M

higher than 35% of 124 projects we track

Mine life
17yrs
Study price assumption
Open pit mineral resources based on gold price of $2,300/oz; mineral reserves based on gold price of $2,000/oz
Spot gold today
$4,139.10/oz

Ghana is a familiar address for gold investors, and this asset sits squarely in the middle of the pack we track: an after-tax NPV of $226M ranks it higher than just 35% of the 124 gold projects in our universe. That is not a standout, but it is a credible, financeable number in a mining-friendly jurisdiction, which matters more than the rank itself. The real question is what that NPV is actually built on, because the study is a resource estimate, not an economic study, so the economics are indicative at best.

The constraint that matters most is the gap between the study's price assumptions and today's market. The open pit mineral resources are based on $2,300/oz gold, and reserves on $2,000/oz, while the current spot price is $4,139.10/oz. That is a wide margin, and it cuts both ways. On one side, the project has enormous latent upside if those price assumptions are even remotely conservative, and the 17-year mine life gives that optionality time to play out. On the other, a resource-stage estimate priced at less than half of spot is a sign of caution, not aggression, and it raises the question of whether the economics have been stress-tested for a world where gold does not stay at these levels.

For an investor, the two-sided read is straightforward. The NPV-to-market-cap gap is not the issue here; the issue is confidence in the numbers themselves. A resource estimate cannot support the same conviction as a feasibility study, and the jurisdiction, while mining-friendly, does not erase that gap. The single question that decides whether this works is whether the project can move from resource to reserve, and from reserve to production, without the price assumptions needing to be rewritten. If gold holds anywhere near current levels, the upside is real. If it does not, the $226M NPV is a starting point, not a conclusion.

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
Gold Fields Limited
View Source Filing (PDF) →
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