Centerra Gold Updates Kemess Resource with $1.1 Billion NPV
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 19 2026
0mins
Should l Buy CG?
Source: Yahoo Finance
- Resource Expansion: The updated mineral resource at the Kemess project includes 3.3 million ounces of gold and 1.1 billion pounds of copper, significantly enhancing the project's overall scale and long-term production potential, which is expected to support future economic growth.
- Strong Economic Metrics: The preliminary economic assessment indicates an after-tax net present value (NPV5%) of $1.1 billion and an internal rate of return (IRR) of 16%, based on long-term price assumptions of $3,000 per ounce of gold and $4.50 per pound of copper, highlighting the project's attractiveness under high metal prices.
- Optimized Project Execution: The Kemess project plans to achieve an average annual production of 171,000 ounces of gold and 61 million pounds of copper over a 15-year mine life through an integrated open pit and underground mining strategy, ensuring efficient execution and maximized resource utilization.
- Reduced Execution Risk: The project's capital profile is structured for phased investment, requiring approximately $771 million in initial non-sustaining capital expenditures, leveraging existing infrastructure to lower execution risks, with first production expected by late 2031.
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Analyst Views on CG
Wall Street analysts forecast CG stock price to rise
12 Analyst Rating
7 Buy
4 Hold
1 Sell
Moderate Buy
Current: 45.670
Low
53.00
Averages
67.91
High
83.00
Current: 45.670
Low
53.00
Averages
67.91
High
83.00
About CG
The Carlyle Group Inc. is a global investment company. The Company's segments include Global Private Equity, Global Credit and Carlyle AlpInvest. The Global Private Equity segment advises the Company's buyout, growth, real estate, infrastructure, and natural resources funds. The segment also includes the NGP Carry Funds advised by NGP Energy Capital Management (NGP). The Global Credit segment advises funds and vehicles that pursue investment strategies including insurance solutions, liquid credit, opportunistic credit, direct lending, asset-backed finance, aviation finance, infrastructure credit, cross-platform credit products, and global capital markets. The Carlyle AlpInvest segment advises global private equity programs that pursue secondary purchases and financing of existing portfolios, managed co-investment programs, and primary fund investments. The Carlyle AlpInvest segment helps investors meet their objectives through tailored portfolio construction and investment selection.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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