CY5 · $215M — Exploration Update
(interpretation unavailable)
🏔 near IAU.TO ($2.3B — 10.76× subject cap) · near VZLA.TO ($2.0B — 9.38× subject cap) · on-strike from AGI.TO ($22.0B major in district)
deep-dive context available
Market: median 1d +0.0% · breadth 23.0% advancing across 191 names
Data as of — announcements 2026-08-28 · prices 2026-08-27
New today: CY5, LSR, SLS. New names versus yesterday's letter, so a continuing story doesn't read as fresh news.
Today's announcements worth minutes, not seconds — triaged by deterministic rules (a raise, a result into live flow, quantified materiality). The LLM annotates; it never picks the bucket.
(interpretation unavailable)
🏔 near IAU.TO ($2.3B — 10.76× subject cap) · near VZLA.TO ($2.0B — 9.38× subject cap) · on-strike from AGI.TO ($22.0B major in district)
deep-dive context available
(interpretation unavailable)
🏔 near HCH.AX ($349M — 26.62× subject cap) · near CST.AX ($28M — 2.17× subject cap) · near FMG.AX ($54.5B major in district)
deep-dive context available
(interpretation unavailable)
🏔 near MEG.AX ($12M — 0.04× subject cap)
drilling result into active institutional flow
Price-sensitive but routine — quarterlies and updates worth a headline-level pass.
Collapsed on purpose: ownership notices and admin filings. The flow data already captures what these would tell you.
The pre-registered quiet pattern, tallied out-of-sample since 2026-07-03 — every hit counted in public, wins and losses. Small n, on purpose.
The registered quiet-accumulation pattern, tracked out-of-sample since 2026-07-03. The current rule definition and the full scored record live on the track record— the page never restates the rule, so the two can't drift.
n=43, median 5d +2.8%. Out-of-sample receipt only — not a backtest.
+ Added: WAU.
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