Junior mining dilution intelligence — refreshed nightly

Every raise leaves footprints in the filings — weeks before the press release.

Every mining investor knows the feeling: the bought deal announced before the open, the 15% gap down, the warrants you didn't know existed. It was all in the filings — dated, priced, and predictable. OreLens reads them so you trade the supply calendar instead of being its exit liquidity.

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1052
Companies tracked
24
Financings tracked
24
Warrant tranches
263
Supply events ≤ 90 days
Built by a Wall Street CEO10+ years trading mining equitiesConsultant to dozens of junior mining companies
Why OreLens exists

"You cannot just watch a CEO interview and like what he says. You have to read the filings."

OreLens was built by a Wall Street CEO who spent over a decade trading mining equities — and then years on the other side of the table, consulting and working with dozens of junior mining companies. He saw how the game actually works: the promotional interviews, the newsletter campaigns, the financings timed to retail enthusiasm. And he saw what was missing: a proper resource for making investment decisions in this sector.

Because the truth about a junior miner is never in the interview. It's in the balance sheet that's two raises from empty. It's in the warrant tranche struck below market. It's in the placement that free-trades on a specific Tuesday in November. That information is public — but it's scattered across hundreds of filings nobody has time to read.

We read them. Every night. And every number we show you links back to the filing it came from — so you never have to take our word, or anyone else's, for anything.

The OreLens creed
  • CEO interviews are marketing.
    Filings are facts.
  • Promotion budgets are disclosed.
    We track who's paying for the hype.
  • Dilution is not random.
    It is dated, priced, and predictable.
  • Trust is earned per number.
    Every figure carries its source.

The grade is the filter. The spread is the edge.

Trailing 60 trading sessions, live universe, grades recomputed nightly. Indicative, not a backtest — but it's computed from real positions you can verify.

A
+104.8%
431 names
B
-3.3%
209 names
C
-7.2%
123 names
D
+0.7%
83 names
F
-10.0%
200 names

Right now, A-grade names are beating F-grade names by 114.8 percentage points over 60 sessions. Knowing the difference is free right now. Not knowing it costs more.

Supply is scheduled. Profit like it.

Six tools built on one insight: in junior mining, dilution isn't random — it's dated, priced, and disclosed. Nobody else puts the whole calendar in one place.

predictive

The Raise Clock

Every junior raises before cash hits zero — usually with 1–4 months left. We compute the predicted financing window for every name, nightly, from runway, burn, and issuance habit. The market finds out at 8 a.m. on a Tuesday. You'll have known for weeks.

dated supply

The 90-Day Supply Map

Dated unlocks from 4-month hold expiries plus predicted raise windows, aggregated into one forward tape. This is the sell wall, scheduled. Short it, dodge it, or size around it — but never be surprised by it again.

hidden supply

The Warrant Wall

In-the-money warrants are supply that hasn't hit yet. Every tranche with strike, expiry, and overhang — so you know exactly where price gets capped and who's waiting to sell into your rally.

the filter

Dilution Grades A–F

Runway, trailing dilution, warrant overhang, and insider alignment compressed into one nightly letter grade. F means the treadmill is running and you are the exit liquidity. A means clean structure and funded work.

both sides

Short Radar & Bullish Screens

Twelve purpose-built screens — Short Setups, Burn League, Serial Raisers, Coiled Springs, Raising Soon — each with mechanical criteria and a stated reason for every name on the list.

auditable

Sourced, Not Asserted

Every warrant tranche, unlock date, and cash correction links to the filing or release it came from, with as-of dates on every balance-sheet figure. When data is estimated, it says so. When it's stale, it says that too.

If you short juniors

  • ▸ The Raise Clock tells you when the financing window opens — position before the overhang forms, not after the gap.
  • ▸ The Unlock Calendar dates the exact day restricted paper free-trades, with holder P&L — deep-profit paper is the sell wall.
  • ▸ Warrant overhang flags the supply waiting above price: in-the-money tranches with strike and expiry.

If you're long juniors

  • ▸ Never hold through a surprise raise again — check the clock before you size a position.
  • ▸ The A/B-grade screens isolate funded, clean structures so your drill-hole bets aren't silently re-priced by the treasury.
  • ▸ Every figure links its source filing. Verify in one click before you commit capital.
Free — every Sunday night

The Sunday Dilution Brief.

One email before the week opens: every name whose Raise Clock just turned red, every tranche of restricted paper free-trading in the next 30 days, and the new warrants filed last week — with strikes. The calendar the market trades on Monday, in your inbox Sunday night.

  • ▸ Names entering their predicted financing window this week
  • ▸ Dated unlocks with holder P&L — the scheduled sell wall
  • ▸ New warrant tranches, strike-by-strike, as filed
  • ▸ Optional SMS alerts for same-day raise announcements
Get the brief — free

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By submitting, you agree to receive the OreLens weekly brief by email and, if selected, SMS alerts at the number provided. Msg & data rates may apply. Reply STOP to opt out of texts at any time. We never sell or share your information.

One avoided gap-down pays for a decade.

A single 15% financing gap on a $10,000 position costs $1,500. OreLens costs less than one bad fill — per year.

Limited-time free access
$0 — free right now
No credit card required · $79.99/year after launch pricing returns
  • ✓The Raise Clock on every tracked name
  • ✓The 90-day supply map — unlocks + predicted raises
  • ✓Full warrant structures with strike & overhang
  • ✓All 12 bullish & risk screens
  • ✓A–F dilution grades, recomputed nightly
  • ✓Every figure sourced to its filing — auditable
Claim free access →

Email + mobile number + investing experience — that's the whole signup.

Research tool, not investment advice. Verify independently before acting.

The calendar is public. The edge is having it first.

Join the Sunday Dilution Brief free — or unlock the full terminal and never read another surprise financing release after the gap.

Join the list

Free weekly intelligence. No card required. Unsubscribe anytime.

By submitting, you agree to receive the OreLens weekly brief by email and, if selected, SMS alerts at the number provided. Msg & data rates may apply. Reply STOP to opt out of texts at any time. We never sell or share your information.