State of the Platform · Cycle 2026-10
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 279 this cycle.
- 279tickers covered
- 185clear the 60 quality line
- 62governing catalysts due in 90 days
- 98later-stage names below their resource floor
- 8names top 25 on four or more lenses
Three findings
- Peer-relative valuation drove the quality moves: of 48 quality names whose score moved 4 points or more, 25 moved mainly on F9 peer valuation.
- The catalyst queue is front-loaded: 62 governing catalysts fall due inside 90 days and 107 inside 180.
- 8 names rank in the top 25 on four or more of the eight lenses.
What the subscriber edition adds
- 144value moves above 15%, each with its input changes
- 48score movers, with the factor that moved
- 88Conviction movers, like for like
- 47re-pricings inside peer groups
- 114names with insider buying and selling measured
- 2spotlights
- 8lenses ranked top 25
- 44pages 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: 279 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 |
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One email per monthly cycle: what the re-derivation moved across ~300 junior gold and silver miners. Research, not advice.
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When a company is expected to decide to build a mine, the valuation counts the money it needs in that year, as debt and as new shares, so the value per share reflects the dilution. 207 of the 271 valued names carry a build between 2028 and 2032; for 137 of them it adds no more than half to the share count, and 7 would multiply it by more than 5. No name is halted because of its financing.