October refresh: 98 later-stage juniors below a 10% resource floor
The October State of the Platform is out. The platform covers ~300 junior gold and silver miners under one dual-scenario methodology, re-derived from filings every month.
This cycle runs on a new method. 2030–2032 are now valued like 2028–2029, and build financing is counted as debt plus new shares in the year a company is expected to decide to build. Most value moves this month come from that change, not from company news.
From the Public edition:
- 185 names clear the 60 quality line (median 9-factor score 64.6)
- 62 governing catalysts due inside 90 days, 107 inside 180
- 98 PFS-and-later names below a 10%-of-in-ground-value floor
- 207 valued names carry a build between 2028 and 2032; for 7 it multiplies the share count by more than 5
Public edition, free: goldsilveranalytics.com/state-of-the-platform/2026-10?utm_source=ceoca&utm_medium=post&utm_campaign=sotp_2026-10
