The market prices what it understands. Everything else trades at a discount. We close the gap.
$635M raised by clients · 35+ mandates · 5 IPOs · 3 M&A transactions
Volume dies between news releases. Your holders are sellers waiting for a bid.
Your last raise came at a deep discount with full warrants, and you had no leverage to push back.
You've hit milestones the market never priced in. Peers with less are trading at more.
None of that is an asset problem. It's a positioning problem, and positioning is fixable.
Mining juniors fund themselves in the equity market. Every point of discount, every warrant and every thin trading day comes straight out of your shareholders' pockets.
The cost of one point of discount on a $15M placement. Most juniors give up several.
What a 10% re-rating is worth on a $100M company. That's the real size of a positioning gap.
The price of raising from a weak position. Every one is future dilution negotiated from behind.
A full year with us costs less than a single point of discount on one $15M raise.
Our anchor mandate was a Mexico-focused gold junior. We ran its investor relations for ten years, embedded with management from exploration through permitting and construction into production, and then into its move to US assets.
Over that mandate the company grew from roughly $30M in market value to roughly $600M.
The asset did the heavy lifting. Our job was making sure the market saw every step, and that management walked into every financing with the story already understood.
Most juniors buy IR as a service. What they need is counsel.
Twenty years on the Street, across sell-side research and M&A advisory. We read your story the way the institutions you want read it, and we fix what they'd flag before they flag it.
We're in the room when the release is drafted, the financing is structured and the deck is signed off. The question isn't how to spin the news. It's how the market will read it, and what to do about that before it goes out.
Activity is easy to report. We work to a harder scorecard: the terms on your next raise, the quality of your shareholder base and how you trade against peers.
Advice is the anchor. Execution is what makes it stick. Both come from the same desk, so nothing gets lost between the strategy and the market.
A standing seat at the CEO's table. Positioning, catalyst sequencing, financing timing and a read on every release before it hits the wire. Run to TSX and TSX Venture Exchange disclosure standards.
Targeted introductions to the funds, family offices, brokers and newsletter writers who actually buy juniors in your commodity and jurisdiction. Meetings with a purpose, not a mailing list.
Pre-marketing, investor feedback and messaging through the raise. You go into a financing with demand already built, which is how you negotiate terms instead of accepting them.
The deck that carries every meeting. Built around the thesis, not a slide template, and rebuilt every time the story moves.
Your site is where diligence starts. We keep it current, investor-grade and consistent with the deck, along with the social channels retail investors watch.
Trading, volume and peer valuation analysis from a CFA charterholder and CMT candidate. You'll see what the tape is saying, where you sit against peers and what's moving the stock.
A full diagnostic. Assets, filings, trading, peers. We find where the market's view of you and the facts part ways, and put a number on what it's costing.
We set the thesis: the one argument an institutional buyer can repeat after a single meeting. Then we pressure-test it against the questions they'll ask.
Deck, website, messaging and investor targeting go live as one system. The same story, everywhere it shows up.
Monthly execution through catalysts, financings and quiet periods. A written report every month on meetings held, investor feedback and what's next. You always know what the mandate is delivering.
Most clients engage us on an advisory mandate with a fixed monthly fee. Transaction and project work are available when the timing calls for it.
The full program: strategic counsel, investor access, financing support, deck, website and monthly reporting, run by the principal. We take on a small number of mandates at a time, so each one gets real attention.
Scoped to a financing, listing or M&A event. Positioning, pre-marketing and investor messaging through close. Often the start of a longer relationship.
A standalone corporate deck, website rebuild or positioning review. Fixed scope, fixed fee.
Not sure where you stand? Send us your ticker. You'll get a written read on how the market sees your story and what we'd fix first. If the honest answer is you don't need us yet, we'll say so.
Every IR engagement is documented and disclosed as TSX and TSX-V rules require. Institutions notice.
Minera IR is led by Patrick Piette, CFA, Managing Partner. Twenty years in Canadian capital markets: the sell side at two bank-owned dealers, M&A advisory, agency IR, then more than a decade running this investor relations firm.
He's sat on the buyer's side of the table. He knows how a junior gets screened, what earns a second meeting with an institution, and what gets it a pass.
We've watched good mining projects trade at half their worth because the market never heard the story properly. That's the problem this firm exists to fix.
Send us your ticker. Within two business days you'll get a written read on how the market sees your story, where it's losing investors and what we'd fix first. No charge. No obligation.