Geomechanics.io

  • Free Tools
Sign UpLog In

Geomechanics.io

Geomechanics, Simplified.

© 2025 Geomechanics.io. All rights reserved.

Geomechanics.io

CMRR-ioGEODB-ioHYDROGEO-ioQCDB-ioFree Tools & CalculatorsBlogLatest Industry News

Industries

MiningConstructionTunnelling

Company

Terms of UsePrivacy PolicyLinkedIn
    AllGeotechnicalMiningInfrastructureMaterialsHazardsEnvironmentalSoftwarePolicy
    Projects
    Contract Award

    BMC Minerals ASX IPO: Kudz Ze Kayah capex and mine plan notes for engineers

    December 12, 2025|

    Reviewed by Joe Ashwell

    BMC Minerals ASX IPO: Kudz Ze Kayah capex and mine plan notes for engineers

    First reported on MINING.com

    30 Second Briefing

    BMC Minerals raised A$100 million in an oversubscribed IPO and debuted on the ASX at A$2.00 per CDI, closing 25% higher at A$2.50 for a market capitalisation of about A$550 million. Funds will advance the 100%-owned Kudz Ze Kayah polymetallic project in Yukon, where the 372 km² package hosts ABM and Kona deposits with over 20 Mt indicated, including 200,000 t copper, 1.15 Mt zinc and 87 Moz silver. A 2020 feasibility study for ABM outlines a nine-year mine, US$492 million initial capex and 32.2 Moz silver-equivalent per year, with 95% of first five years’ concentrate output under offtake.

    Technical Brief

    • Updated 2020 feasibility for ABM assumes a 9‑year mine life and 7% discount rate NPV.
    • After-tax NPV is quoted at US$835 million using relatively conservative gold and silver price decks.
    • ABM is planned to produce three concentrate streams: silver/gold, copper and zinc concentrates.
    • Binding offtake contracts already secure about 95% of concentrate production for the first five operating years.
    • YESAB identified potential adverse impacts on caribou, water systems and traditional land use, imposing conditions for approval.
    • Kudz Ze Kayah tenure covers 372 km² and includes two defined deposits, ABM and Kona.
    • Combined indicated resources exceed 20 Mt containing 200 kt Cu, 450 kt Pb, 1.15 Mt Zn, 890 koz Au and 87 Moz Ag.
    • BMC plans early‑stage drilling on several high‑priority exploration targets to test underexplored parts of the licence.

    Our Take

    With an after-tax NPV of US$835 million against initial capex of US$492 million, Kudz Ze Kayah sits in the upper tier of Yukon polymetallic projects in our database on NPV-to-capex ratio, which should help BMC Minerals defend the A$550 million market capitalisation implied on ASX debut.

    The 372 km² land package and the presence of both ABM and Kona deposits mean the current nine-year mine life at Kudz Ze Kayah is likely a base case; in our coverage of Yukon projects, similar VMS-style camps often see incremental discoveries extend life materially once construction capital is committed.

    Among the 290 Mining stories and 596 tag-matched ‘Projects’/‘Contract Award’ pieces in our database, relatively few feature zinc-dominant polymetallic assets with such large silver credits in Canada, suggesting Kudz Ze Kayah could become a reference project for Yukon permitting and financing pathways, especially given its YESAB history and the recent British Columbia court determination noted in the metrics.

    Geotechnical Software for Modern Teams

    Centralise site data, logs, and lab results with GEODB-io, CMRR-io, and HYDROGEO-io.

    No credit card required.

    • Save and export unlimited calculations
    • Advanced data visualisation
    • Generate professional PDF reports
    • Cloud storage for all your projects

    Prepared by collating external sources, AI-assisted tools, and Geomechanics.io’s proprietary mining database, then reviewed for technical accuracy & edited by our geotechnical team.

    Related Articles

    Metso Geminex™ digital twins: control and reliability insights for plant engineers
    Mining
    1 day ago

    Metso Geminex™ digital twins: control and reliability insights for plant engineers

    Metso is promoting its Geminex™ digital twin platform as a way to move mineral processing plant control beyond traditional DCS screens towards predictive and proactive maintenance. Geminex™ integrates real-time sensor data with dynamic process models of grinding, flotation and filtration circuits to simulate plant behaviour, test “what‑if” scenarios and optimise setpoints before implementation. For operators, this signals deeper use of virtual commissioning, remote performance tuning and model-based failure prediction across comminution and concentrator lines.

    Fortescue’s electric locomotive in the Pilbara: performance notes for mine planners
    Mining
    2 days ago

    Fortescue’s electric locomotive in the Pilbara: performance notes for mine planners

    Fortescue has received two Progress Rail EMD SD70J‑BB battery-electric locomotives, described as the world’s largest, for deployment on its heavy-haul iron ore network in the Pilbara. The units are designed for 100 per cent battery operation, integrating regenerative braking on long downhill runs from mine to port to recharge onboard packs and cut diesel use. For rail and mine planners, the key question will be how these high-mass, high-axle-load locomotives perform on existing Pilbara track geometry, gradients and maintenance regimes.

    Maritime logistics in the critical minerals race: supply-chain notes for mine planners
    Mining
    2 days ago

    Maritime logistics in the critical minerals race: supply-chain notes for mine planners

    Beijing’s April export controls on seven rare earth elements, followed by a now-suspended October expansion covering additional REEs, magnets and lithium battery materials, have forced Western buyers to reroute critical minerals via longer, chokepoint-heavy sea lanes such as the Red Sea and primary canals. Trading houses including BGN Group, Traxys and Gerald Group are acting as integrated maritime logistics platforms, combining shallow, infrastructure-poor African and Latin American load ports with highly automated deepwater hubs using mixed fleets of smaller bulk, multipurpose and VLGC-capable vessels. Global container lines like Maersk and Evergreen, which has ordered 14 LNG dual-fuel containerships for Asia–Europe, now directly influence lead times, freight costs and emissions for lithium chemicals, magnet alloys and battery intermediates moving to refineries and OEMs in Europe, North America and allied Asia.

    Related Industries & Products

    Mining

    Geotechnical software solutions for mining operations including CMRR analysis, hydrogeological testing, and data management.

    Construction

    Quality control software for construction companies with material testing, batch tracking, and compliance management.

    CMRR-io

    Streamline coal mine roof stability assessments with our cloud-based CMRR software featuring automated calculations, multi-scenario analysis, and collaborative workflows.

    HYDROGEO-io

    Comprehensive hydrogeological testing platform for managing, analysing, and reporting on packer tests, lugeon values, and hydraulic conductivity assessments.

    GEODB-io

    Centralised geotechnical data management solution for storing, accessing, and analysing all your site investigation and material testing data.