From technical evidence to investor understanding.
01
Test the evidence
Examine geology, drilling and metallurgy through company disclosures and technical sources.
02
Assess the company
Connect technical evidence with company quality, financing, valuation and execution.
03
Track the thesis
Track milestones and material developments as the company advances, and reassess what they mean for the thesis.
For investors Understand the evidence, the company and what could change the thesis.
For companies Help investors understand your progress through analysis and clear communication.
The analytical engine
The Drillsheet
The analytical engine behind our work. Connect technical evidence with company quality, financing, valuation and the milestones that could change the investment thesis.
Start with source evidence. Assess what it means for the company. Revisit the thesis as material information changes.
Technical context: geology, drilling, metallurgy and the development pathway.
Company context: management, financing, execution, valuation and market conditions.
Continuity: the next milestones, open questions and evidence that could strengthen or weaken the case.
The questions change with the company’s stage. Exploration demands evidence of scale and continuity; development adds funding and execution; production adds operating performance.
The Public Brief is the concise public interpretation of the work powered by Drillsheet. It explains the project, what has changed and why a milestone matters.
The company and project in plain language.
Material developments, their implications and remaining uncertainties.
The milestones and questions worth following next.
It is the accessible public view, rather than the full proprietary assessment. Ask our team about detailed research access or company coverage.
Your project is progressing. Help investors understand why.
For mining CEOs and investor relations teams: turn project progress into a clearer investor understanding of the evidence, the execution and the milestones ahead.
Andrew founded The Market Mindset to connect investors, companies and funds. He brings more than 20 years of experience in finance, including roles at Merrill Lynch and RBC.
He previously served as managing director of an insurance company in Barbados and worked with Willis Canada. Today, he brings that capital markets experience to company analysis and management conversations.
Tell Austin and Andrew about your company, its current stage and the coverage you have in mind. We’ll review your inquiry to discuss a suitable next step.
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