GoldSignal.ai
What you unlockLog in

GoldSignal Pro · Research + ownership intelligence

Find overlooked
opportunities in gold.

Find growing gold companies whose future cash flow may be underestimated. Get a ranked 15-company research focus, the investment case and risks behind each name, a downloadable quarterly research book, and ownership intelligence to test the thesis.

Jonathan Binder, founder of GoldSignal

Jon Binder

Founder, GoldSignal

“I built GoldSignal to find the ownership signals I wanted for my own investing.”

Meet Jon
See everything you unlock

12 months of access · one-time payment · no automatic renewal

Model portfolioHoldings, weights, and investment cases
Member screensConnect ownership and insider signals
Quarterly research15-company research book + ongoing updates

Inside GoldSignal Pro

Your portfolio. Your research.
A clearer view of the money.

Follow my investment research and use the member screens to investigate ideas of your own. Every area below is included in one membership.

The GoldSignal Portfolio

See the companies I’m researching, and why.

Start with the ranked 15-company focus, then follow the evidence behind each investment case. The emphasis is on growing producers, with room for a few compelling restart, development and discovery opportunities. See what could drive the next two years of cash flow, what could go wrong, and what would change the thesis.

The research focus includes companies I own and companies I am researching. Research allocations are not my personal account weights. The separate model portfolio retains its dated performance history.

Explore three research examples
Inside the portfolio

Holdings and model weights

Investment thesis and portfolio role

Catalysts, financing, and risks

Downloadable research book

Why growing producers

Three public research examples

Different paths to growth.
The same per-share discipline.

Here is how the framework applies to an operating mine, an acquisition and a restart. These illustrate the research process; they are not current price targets or instructions to buy.

A producer with changing economics

Galiano Gold

What survives after mine reinvestment?

Asanko offers current production and a path to stronger cash generation. We test future earnings against stripping costs, hedge commitments, taxes and restricted cash before calling the stock cheap.

Q2 2026 results

Growth through an acquisition

Luca Mining

Will cash flow grow faster than the share count?

The proposed Cozamin acquisition could materially expand the operating business. We assess the combined company after new shares, debt, streaming obligations and integration costs, rather than applying future cash flow to today's smaller share base.

Cozamin announcement

A selective restart case

1911 Gold

What must happen before projected earnings become real?

True North's existing mine and mill create a different starting point from a new mine build. Planned 2027 production remains a restart thesis: funding, grade, recovery and ramp-up must be proven before steady-state earnings deserve full credit.

Your Pro membership

One membership. The complete Pro experience.

  • 15 selected gold companies, with three featured investment cases
  • The investment thesis, portfolio role, and risks behind each company
  • Quarterly 15-company research report plus the existing model portfolio book
  • Strategic Convergence, Signal Intersections, and High Conviction
  • Published member research and quarterly portfolio research
  • Qualifying filing emails for your followed names

Start with 15 companies in the research focus. The complete model ledger retains its 24 positions and dated history. A research focus is not a new portfolio or a change to the track record.

GoldSignal Pro

$299

For 12 months of access

One payment. No automatic renewal.

Before you join

A few practical questions.

Who is Pro for?

Self-directed investors who want to understand individual gold companies and can tolerate the risks of mining equities. Follow the portfolio research or use the member screens to investigate ideas of your own. Pro does not provide personalized portfolio advice or day-trading signals.

What do I get immediately?

The ranked 15-company research focus with a normalized research allocation, the current quarterly valuation report, a three-case reading guide, company theses and risk questions, the separate auditable model portfolio and its historical weights, published research, full access to Strategic Convergence, Signal Intersections, and High Conviction, and qualifying filing emails for the companies and investors you follow.

Is the research list the same as the model portfolio?

No. The 15-company research focus is an editorial allocation ranked separately from the live model ledger. GoldSignal prefers current or near-term cash flow and visible production growth, but it is not stage-constrained. A developer or explorer can earn a place when the economics, evidence, capital structure, alignment, and valuation asymmetry justify the extra uncertainty. The auditable model ledger remains separate and changes only through dated transactions.

How do updates work?

Follow companies and investors to receive email digests when qualifying disclosures are processed. These are filing alerts, not trade instructions. The quarterly portfolio report is a dated research snapshot, while company notes are updated in the member library as material evidence changes.

Can I see the process before paying?

Yes. Signal Intersections and High Conviction each have a public preview. The public research example shows how we separate current cash flow, growth, valuation, evidence, and the conditions that could weaken the case. It is research, not a recommendation to buy.

What are the risks?

Gold and mining equities can fall sharply. Concentration, financing, dilution, permitting, operating execution, and commodity prices can all lead to losses. Founder ownership and model performance do not guarantee future returns.

Will I be charged again automatically?

No. GoldSignal Pro costs $299 once for 12 months. There is no monthly payment option and no automatic renewal. You can purchase another 12 months when your access ends.

Research for informational purposes. Mining equities involve significant risk, including loss of capital. Pro does not provide individualized investment advice or guaranteed returns.

Terms · Privacy
GoldSignal.ai
What you unlockLog in

GoldSignal Pro · Research + ownership intelligence

Find overlooked
opportunities in gold.

Find growing gold companies whose future cash flow may be underestimated. Get a ranked 15-company research focus, the investment case and risks behind each name, a downloadable quarterly research book, and ownership intelligence to test the thesis.

Jonathan Binder, founder of GoldSignal

Jon Binder

Founder, GoldSignal

“I built GoldSignal to find the ownership signals I wanted for my own investing.”

Meet Jon
See everything you unlock

12 months of access · one-time payment · no automatic renewal

Model portfolioHoldings, weights, and investment cases
Member screensConnect ownership and insider signals
Quarterly research15-company research book + ongoing updates

Inside GoldSignal Pro

Your portfolio. Your research.
A clearer view of the money.

Follow my investment research and use the member screens to investigate ideas of your own. Every area below is included in one membership.

The GoldSignal Portfolio

See the companies I’m researching, and why.

Start with the ranked 15-company focus, then follow the evidence behind each investment case. The emphasis is on growing producers, with room for a few compelling restart, development and discovery opportunities. See what could drive the next two years of cash flow, what could go wrong, and what would change the thesis.

The research focus includes companies I own and companies I am researching. Research allocations are not my personal account weights. The separate model portfolio retains its dated performance history.

Explore three research examples
Inside the portfolio

Holdings and model weights

Investment thesis and portfolio role

Catalysts, financing, and risks

Downloadable research book

Why growing producers

Look ahead to the cash flow the market may be missing.

We favor growing producers where the next 12 to 24 months could look materially better than the last. The question is how much earnings and free cash flow can reach each share after operating costs, capital spending, taxes, debt and dilution.

A low forward P/E is a starting question. We test the earnings assumptions, separate ramp-up from steady state, and check free cash flow after reinvestment. More ounces or a larger company only help when value grows per share.

Why 15 companies

Fifteen companies gives the research room for different operating assets, jurisdictions and growth paths, while keeping developers and discoveries selective. Most of the focus stays with producing businesses and royalty cash flow; restart and ramp-up cases must prove their economics, and earlier-stage exceptions must clear a higher bar.

Cash generation to help fund growth

Measurable operating milestones

Selective room for exceptional earlier-stage ideas

GOLDSIGNAL PROQ4 2026

Quarterly
Research Report

cash flow · selective asymmetry · intrinsic value · gold sensitivity
0115Q4

Quarterly member research

One research book that explains the portfolio, not just the tickers.

Every quarter, Pro members get a focused report on the ranked 15-company research allocation. The book leans toward growing producers, while giving a limited number of slots to unusually attractive near-production, development, royalty, and exploration cases. Each company page explains the thesis, financing and dilution risks, and the next evidence to watch. Published valuation scenarios sit alongside current market data, with gaps in valuation coverage explicitly identified.

  • Ranked 15-company focus with allocation weights
  • Three featured investment cases
  • Why it could work / why it could fail
  • Catalysts, capital needs, and what changes the thesis
Included with Pro
Included with Pro

Signal Intersections

Find companies where insider buying, institutional positions, and other independent signals overlap.

Signal Intersections screen showing overlapping signals for Mayfair Gold and International Tower Hill Mines
Screen example captured September 30, 2026. Data reflects the underlying disclosures.

The full company list, signal details, and Insider + Institution filter.

Explore the public preview
Included with Pro

High Conviction

See which mining stocks are the largest positions in tracked investors’ disclosed portfolios.

High Conviction screen showing disclosed portfolio weights for Thomas Kaplan, Sun Valley Gold, and Orion Resource Partners
Screen example captured September 30, 2026. Data reflects the underlying disclosures.

The complete ranked screen, concentration breakdown, and investor filters.

Explore the public preview
Included with Pro

Strategic Convergence

Investigate companies where two independent investors became 10%+ owners within 12 months.

Independent holder A10%+
Independent holder B10%+

Same company · Within 12 months

Rule illustration, not a live result

The member screen, qualifying ownership events, and the evidence behind each case.

Get access with Pro

Published research

Read the member reports, company cases, and the evidence behind the investment thesis.

Filing alerts for your names

Follow companies and investors. Receive email digests when qualifying disclosures are processed.

Keep exploring for free. Company profiles, basic ownership data, recent filing activity, and selected stories remain public. Pro adds the full member screens, portfolio, research, and filing emails.

Three public research examples

Different paths to growth.
The same per-share discipline.

Here is how the framework applies to an operating mine, an acquisition and a restart. These illustrate the research process; they are not current price targets or instructions to buy.

A producer with changing economics

Galiano Gold

What survives after mine reinvestment?

Asanko offers current production and a path to stronger cash generation. We test future earnings against stripping costs, hedge commitments, taxes and restricted cash before calling the stock cheap.

Q2 2026 results

Growth through an acquisition

Luca Mining

Will cash flow grow faster than the share count?

The proposed Cozamin acquisition could materially expand the operating business. We assess the combined company after new shares, debt, streaming obligations and integration costs, rather than applying future cash flow to today's smaller share base.

Cozamin announcement

A selective restart case

1911 Gold

What must happen before projected earnings become real?

True North's existing mine and mill create a different starting point from a new mine build. Planned 2027 production remains a restart thesis: funding, grade, recovery and ramp-up must be proven before steady-state earnings deserve full credit.

True North restart update

Examples reviewed October 1, 2026. Company plans and transaction estimates are conditional. Pro adds the full ranked list, allocations, company cases and quarterly research.

Your Pro membership

One membership. The complete Pro experience.

  • 15 selected gold companies, with three featured investment cases
  • The investment thesis, portfolio role, and risks behind each company
  • Quarterly 15-company research report plus the existing model portfolio book
  • Strategic Convergence, Signal Intersections, and High Conviction
  • Published member research and quarterly portfolio research
  • Qualifying filing emails for your followed names

Start with 15 companies in the research focus. The complete model ledger retains its 24 positions and dated history. A research focus is not a new portfolio or a change to the track record.

GoldSignal Pro

$299

For 12 months of access

One payment. No automatic renewal.

Already a member? Sign in to open your research.

Before you join

A few practical questions.

Who is Pro for?

Self-directed investors who want to understand individual gold companies and can tolerate the risks of mining equities. Follow the portfolio research or use the member screens to investigate ideas of your own. Pro does not provide personalized portfolio advice or day-trading signals.

What do I get immediately?

The ranked 15-company research focus with a normalized research allocation, the current quarterly valuation report, a three-case reading guide, company theses and risk questions, the separate auditable model portfolio and its historical weights, published research, full access to Strategic Convergence, Signal Intersections, and High Conviction, and qualifying filing emails for the companies and investors you follow.

Is the research list the same as the model portfolio?

No. The 15-company research focus is an editorial allocation ranked separately from the live model ledger. GoldSignal prefers current or near-term cash flow and visible production growth, but it is not stage-constrained. A developer or explorer can earn a place when the economics, evidence, capital structure, alignment, and valuation asymmetry justify the extra uncertainty. The auditable model ledger remains separate and changes only through dated transactions.

How do updates work?

Follow companies and investors to receive email digests when qualifying disclosures are processed. These are filing alerts, not trade instructions. The quarterly portfolio report is a dated research snapshot, while company notes are updated in the member library as material evidence changes.

Can I see the process before paying?

Yes. Signal Intersections and High Conviction each have a public preview. The public research example shows how we separate current cash flow, growth, valuation, evidence, and the conditions that could weaken the case. It is research, not a recommendation to buy.

What are the risks?

Gold and mining equities can fall sharply. Concentration, financing, dilution, permitting, operating execution, and commodity prices can all lead to losses. Founder ownership and model performance do not guarantee future returns.

Will I be charged again automatically?

No. GoldSignal Pro costs $299 once for 12 months. There is no monthly payment option and no automatic renewal. You can purchase another 12 months when your access ends.

Research for informational purposes. Mining equities involve significant risk, including loss of capital. Pro does not provide individualized investment advice or guaranteed returns.

Terms · Privacy

Look ahead to the cash flow the market may be missing.

We favor growing producers where the next 12 to 24 months could look materially better than the last. The question is how much earnings and free cash flow can reach each share after operating costs, capital spending, taxes, debt and dilution.

A low forward P/E is a starting question. We test the earnings assumptions, separate ramp-up from steady state, and check free cash flow after reinvestment. More ounces or a larger company only help when value grows per share.

Why 15 companies

Fifteen companies gives the research room for different operating assets, jurisdictions and growth paths, while keeping developers and discoveries selective. Most of the focus stays with producing businesses and royalty cash flow; restart and ramp-up cases must prove their economics, and earlier-stage exceptions must clear a higher bar.

Cash generation to help fund growth

Measurable operating milestones

Selective room for exceptional earlier-stage ideas

GOLDSIGNAL PROQ4 2026

Quarterly
Research Report

cash flow · selective asymmetry · intrinsic value · gold sensitivity
0115Q4

Quarterly member research

One research book that explains the portfolio, not just the tickers.

Every quarter, Pro members get a focused report on the ranked 15-company research allocation. The book leans toward growing producers, while giving a limited number of slots to unusually attractive near-production, development, royalty, and exploration cases. Each company page explains the thesis, financing and dilution risks, and the next evidence to watch. Published valuation scenarios sit alongside current market data, with gaps in valuation coverage explicitly identified.

  • Ranked 15-company focus with allocation weights
  • Three featured investment cases
  • Why it could work / why it could fail
  • Catalysts, capital needs, and what changes the thesis
Included with Pro
Included with Pro

Signal Intersections

Find companies where insider buying, institutional positions, and other independent signals overlap.

Signal Intersections screen showing overlapping signals for Mayfair Gold and International Tower Hill Mines
Screen example captured September 30, 2026. Data reflects the underlying disclosures.

The full company list, signal details, and Insider + Institution filter.

Explore the public preview
Included with Pro

High Conviction

See which mining stocks are the largest positions in tracked investors’ disclosed portfolios.

High Conviction screen showing disclosed portfolio weights for Thomas Kaplan, Sun Valley Gold, and Orion Resource Partners
Screen example captured September 30, 2026. Data reflects the underlying disclosures.

The complete ranked screen, concentration breakdown, and investor filters.

Explore the public preview
Included with Pro

Strategic Convergence

Investigate companies where two independent investors became 10%+ owners within 12 months.

Independent holder A10%+
Independent holder B10%+

Same company · Within 12 months

Rule illustration, not a live result

The member screen, qualifying ownership events, and the evidence behind each case.

Get access with Pro

Published research

Read the member reports, company cases, and the evidence behind the investment thesis.

Filing alerts for your names

Follow companies and investors. Receive email digests when qualifying disclosures are processed.

Keep exploring for free. Company profiles, basic ownership data, recent filing activity, and selected stories remain public. Pro adds the full member screens, portfolio, research, and filing emails.
True North restart update

Examples reviewed October 1, 2026. Company plans and transaction estimates are conditional. Pro adds the full ranked list, allocations, company cases and quarterly research.

Already a member? Sign in to open your research.