The Silver Sofa
No moonshots, no conspiracies. Rigorous and readable deep dives on royalty & streaming companies, gold and silver equities, and the metals powering the energy transition.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 205 | Founded | a year ago | Last Issue | 40 hours ago |
| Active | |||||
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silversofa.substack.comLatest Issues
Senior Is a Size Word
Equinox Gold (EQX) merged its way to 1.1 million ounces a year. The stock is down 22% since the week before the deal. The guidance table explains most of it, and Q3 just tested the guidance.
October 2026 · TSX: EQX / NYSE American:
Fortuna Mining: The $273M Unpermitted Gamble
Committing massive capital ahead of official regulatory approval is one of the highest-risk decisions a mining management team can make.
Committing massive capital ahead of official regulatory approval is one of the highest-risk decisions...
Silver Tiger: Two of My Three Exit Triggers Fired
The September 21 release tripped the rule I published a day earlier. I trimmed but still hold. Here is the 8% test on the new capital figure, and what is left of the thesis.
The Silver Sofa · Company Update
Moves I’m Making This Week
One trim and two adds, each sized as a percent of the position I already hold.
The Silver Sofa · Portfolio Notes
Spending Like It’s Signed
Fortuna Mining (NYSE: $FSM | TSX: $FVI) has paid or approved US$273 million around a Senegal gold mine it hasn’t announced a permit to build.
The Silver Sofa · Company Deep Dive · Paid
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Authors
The writers behind this newsletter.
Most precious-metals content is macro narrative and price prediction. This isn’t that. Each week I publish mining company deep dives. Think readable equity research for retail investors who want to understand what they own.
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