Mining Research, Ground Up
Company valuations, asset level financial models and investment research in one platform.
54Companies covered
134Assets modelled
247Production years modelled
+291.2% Model return
since 7 Apr 2025
since 7 Apr 2025
Model portfolio performance.
7 Apr 2025 – 20 Oct 2026 · Cumulative return
Sable model+291.2%
GDXJ+113.5%
GDX+107.7%
7 Apr 202520 Oct 2026
Model portfolio returns are not individual investor returns. Past performance does not predict future results.
View our work
Institutional-grade mining valuation models and sector intelligence, open for review.
Coal hub
Mine economics per tonne, CHPP yields, contract cover and company models for US, Australian and South African producers.
Mineros S.A.
Bottom-up DCF valuation model spanning underground mining at Hemco, alluvial dredging at Nechí, and the Porvenir development project.
Hemco · Underground Nechí · Alluvial Dredging Porvenir · PFS Stage La Colosa · Regional
The coverage universe.
54 companies. 134 assets. Company and asset level analysis.
AAUCAllied Gold Corporation
AMX.VAmex Gold Mining Inc.
ARISAris Mining Corporation
ASE.CNAsante Gold Corporation
AUE.ASXAurum Resources Ltd
BGD.ASXBarton Gold Holdings Limited
BHM.ASXBroken Hill Mines Limited
BMMBlue Moon Metals Inc.
BTO.TOB2Gold Corp.
CDECoeur Mining, Inc.
CERT.VCerrado Gold Inc.
CTGOContango Silver & Gold Inc.
Example research
ResearchReport GalleonGold 03 10 26
ResearchReport MedallionMetals 18 09 26
Gladiator Metals - Off the Call
Falcon Metals - Off the Call
Sable Premium
If your picks are good, why share them?
Members buying the same shares won't materially change our own opportunity. Running family money is my main job. Sable started with a group of family offices paying me for consulting, and turning it into a platform covers my beer money. It also widens the investor base for the cash-starved juniors we back and improves their access to capital, so it is in my own interest.
What does membership include?
Company and asset models, mine plans and cash flow forecasts, valuations with sensitivities and simulations, premium research, the model portfolio and our private Discord.
Who is it for?
Investors who want to understand mining businesses in depth, from individuals to family offices and institutions. Everyone gets the same tools.
Can I read something before subscribing?
Yes. Our free research shows the depth and format of the work.
Independent. Member funded.
One subscription to the full research platform.
$65USD / month
Renews monthly. Cancel anytime.