Filing intelligence
Miner production-guidance change log
Track gold and silver miner guidance increases, cuts, range changes, unit changes, and withdrawn outlooks against the original issuer source.
What changed
The log schema now includes previous range, new range, midpoint change, affected commodity, period, stated reason, filing URL, and whether prior guidance was like-for-like.
Why it matters
Headline production can rise after an acquisition while per-share economics or cost guidance deteriorates. A normalized change log makes the moving parts visible.
- Check attributable versus consolidated ounces.
- Separate continuing operations from disposed assets.
- Record cost-guidance changes beside volume guidance.
- Capture the issuer’s reason verbatim only in the source link, then summarize originally.
Historical context
Guidance ranges are management estimates with explicit assumptions. Comparing a new range with the oldest annual target can exaggerate the latest quarter’s change if guidance was already revised.
What could change the conclusion
A production cut may preserve higher-margin ore or reduce operational risk; an increase can require more capital. Guidance direction is not equivalent to valuation direction.
Reproducible by design
Methodology and limitations
- Version each issuer statement rather than overwriting it.
- Calculate midpoint changes only when units and scope match.
- Link every change to a primary filing or issuer release.
Educational information only. GoldKnows does not provide individualized investment, tax, legal, appraisal, custody, or trading advice.
Evidence ledger