State of the Platform · Cycle 2026-09
Every month we re-derive the analysis on every junior gold and silver miner we cover from current filings. This report is what that showed across all 280 this cycle.
- 280tickers covered
- 180clear the 60 quality line
- 58governing catalysts due in 90 days
- 92later-stage names below their resource floor
- 10names top 25 on four or more lenses
Three findings
- Peer-relative valuation drove the quality moves: of 39 quality names whose score moved 4 points or more, 24 moved mainly on F9 peer valuation.
- The catalyst queue is front-loaded: 58 governing catalysts fall due inside 90 days and 105 inside 180.
- 10 names rank in the top 25 on four or more of the eight lenses.
Download the public edition (PDF, 12 pages)Create a free account: five companies at full depth, and next month's edition by email
What the subscriber edition adds
- 107value moves above 15%, each with its input changes
- 39score movers, with the factor that moved
- 54Conviction movers, like for like
- 54re-pricings inside peer groups
- 109names with insider buying and selling measured
- 2spotlights
- 8lenses ranked top 25
- 37pages and 40 panels
Free, Pro and Pro+
| Free | Pro | Pro+ | |
|---|---|---|---|
| Price | $0 | $349 a year · save $35 | $499 a year · save $53 |
| Coverage | 5 curated companies, full depth | Full library: 280 companies this cycle | Everything in Pro |
| Monthly report | Public edition | Subscriber edition | Subscriber edition |
| Method and refresh | The same 9-factor methodology and monthly refresh | Monthly refresh across the full library | Everything in Pro |
| Tools | Dashboard for the 5; public Re-Rate pages for every company; Regime Monitor | Signals (watchlist up to 100, scanner, charts); Future view; Re-Rate and milestone indicators; CSV export | Everything in Pro, plus directed-research queries and one event re-run a month |
| Company requests | — | 2 a month | 5 a month |
| Coming next | — | Watchlist event alerts (November) | Instant event alerts with triage (November); saved screens |
Or monthly: Pro $32 a month, Pro+ $46 a month. Plans and pricing →
Note: 48 analyses are under review for the October methodology session because their construction financing is priced at the methodology's $1.00 minimum or relies on debt that is not charged in value, which overstates their per-share values: 36 are held off the affected boards in the Pro edition and 12, overstated by less, stay on them with a mark.