Blog
Pillar content on the Junior Mining industry, AI research methodology, and company-profile deep-dives.
- Industry·6 min read
Why Junior Miners Matter — The Pipeline Economics of the Mining Industry
Junior Miners generate more than 60% of all new mineral discoveries. Senior Miners grow via M&A, not via exploration. Anyone not tracking the Junior pipeline misses 60% of future mining value creation.
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- Methodology·7 min read
AI Hallucinations in Investment Research — Why Mineralis Has a Numbers-Guard
Mainstream LLMs (ChatGPT, Claude, Gemini) hallucinate on 30-40% of mining number queries. For investment research that is disqualifying. Mineralis has a deterministic Numbers-Guard that validates every AI number against the source data.
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- Company Profile·8 min read
Inside Lundin Gold (TSX:LUG) — How We Score the NI 43-101 Report
Lundin Gold (TSX:LUG): MAS-Score 49/55. Underground gold, Fruta del Norte (Ecuador), grade 8.68 g/t, cash $412M USD, CEO since 2017. We walk through each sub-score and show how it is computed from the NI 43-101, MD&A, and Proxy filings.
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- Methodology·9 min read
Reading a Mining Company's PEA — What Equity Analysts Miss
Most coverage of junior-miner PEAs stops at NPV and IRR. Seven other numbers — discount rate, metal-price deck, recovery, contingency, sustaining capital, strip ratio, payback timing — decide whether the headline is defensible. A field guide to reading the document past the press release.
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- Industry·8 min read
Federal Reserve Decisions and Junior-Miner Capex Cycles
Junior miners are not bank-financed — they are equity-financed. Fed policy reaches them through three channels: the dollar and the metal price, the cost of equity capital, and senior-miner M&A appetite. Two practical heuristics for cycle-aware coverage and what they mean for the 2026 financing window.
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- Industry·10 min read
The Discovery-to-Production Pipeline — Why Mining Has a 12-to-16-Year Lag
A copper deposit discovered in 2026 will produce first concentrate around 2042. The energy-transition demand curve cannot be met from discoveries not yet made — it is supplied by projects already mid-pipeline. The seven stages, the structural bottlenecks, and the portfolio-construction implications.
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