Investor relations advisory · Toronto

Investor relations advisory for TSX and TSX‑V junior miners.

The market prices what it understands. We make sure it understands you before your next raise, not after it.

$635M in financings supported · 35+ mandates · 5 IPOs · 3 M&A transactions

ValuationFinancing termsShareholder qualityLiquidityCredibility ValuationFinancing termsShareholder qualityLiquidityCredibility
Sound familiar?

Three signs the market has stopped listening.

Signal / 01

Volume dies between news releases. Your holders are sellers waiting for a bid.

Signal / 02

Your last raise came at a deep discount with full warrants, and you had no leverage to push back.

Signal / 03

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.

The economics

Investor relations isn't a cost line. It's a financing variable.

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.

$150,000

The cost of one point of discount on a $15M placement. Most juniors give up several.

$10M

What a 10% re-rating is worth on a $100M company. That's the real size of a positioning gap.

Full warrants

The price of raising from a weak position. Every one is future dilution negotiated from behind.

A full year of our retainer costs less than a single point of discount on one $15M raise.

Why Minera IR

Most juniors buy IR as a service. What they need is counsel.

01

The buy-side read

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.

02

Counsel before the news, not after

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.

03

One accountable principal

No account managers. No hand-offs. The person who pitches you runs your program, meets your investors and tells you when something isn't working.

What the retainer covers

Senior counsel, and the full program that executes it.

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.

Anchor S/01

Strategic IR Counsel

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-V disclosure standards.

S/02

Investor Access

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.

S/03

Financing Support

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.

S/04

Corporate Presentation

The deck that carries every meeting. Built around the thesis, not a slide template, and rebuilt every time the story moves.

S/05

Website & Digital

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.

S/06

Market Intelligence

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.

How a mandate runs

From first read to a market that's paying attention.

Phase 1 · Weeks 1–2

Sample

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.

Phase 2 · Weeks 2–4

Grade

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.

Phase 3 · Weeks 4–8

Surface

Deck, website, messaging and investor targeting go live as one system. The same story, everywhere it shows up.

Phase 4 · Ongoing

Sustain

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 retainer is buying.

Track record

Ten years. One issuer. Explorer to producer.

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.

10 yrs
Embedded mandate
~20x
Growth in market value over the mandate
~$30M
Market value at start
~$600M
Market value reached
How to engage us

A retainer, because re-ratings take quarters, not weeks.

Most clients work with us on a monthly retainer. Transaction and project work are available when the timing calls for it.

Core E/01

Advisory retainer

The full program: strategic counsel, investor access, financing support, deck, website and monthly reporting, run by the principal. We carry a small number of retainer clients at a time, so each one gets real attention.

E/02

Transaction mandate

Scoped to a financing, listing or M&A event. Positioning, pre-marketing and investor messaging through close. Often the start of a longer relationship.

E/03

Project work

A standalone corporate deck, website rebuild or positioning review. Fixed scope, fixed fee.

E/04

Perception review

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.

Who you work with

A career spent on the Street. Now on your side of the table.

Minera IR is led by its Managing Partner, a CFA charterholder with 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 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 projects trade at half their worth because the market never heard the story properly. That's the problem this firm exists to fix.

$635M
Financings supported
35+
TSX and TSX-V resource mandates
5
Client IPOs
3
M&A transactions

Sitting on a good story
the market hasn't heard yet?

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.

ir@minera.ca