R&D

NI 43-101 — Filings vs. Share Price

Does a technical report keep a company alive? 14,608 NI 43-101 filings from SEDAR matched against decades of share-price history. Dataset incomplete — as available today.

0Filings
0Companies
0With price history
0Median return

Where are these stocks vs. their all-time high?

926 companies with NI 43-101 filings and a usable price history.

Market survival after the first filing

% of companies still quoted N years after their first NI 43-101. Survival is high for ~15 years — the report sustains the listing, not the value.

What happens to the stock after the first filing — the whole distribution

Share value indexed to 100 at the date of the first NI 43-101 filing (log scale). Shaded areas: 10th–90th and 25th–75th percentiles; line: median. The median company loses more than half its value within ~5 years of its first technical report.

Price
Indexed (100 = 1st filing)
Select one or more companies from the list
to see the share price against every NI 43-101 filing date.

Every vertical dashed line is an NI 43-101 technical report filing; the curve is the company's monthly closing price. Add several companies to compare how the market responded to their reports — the pattern of filings clustered near price peaks is not a coincidence.

Key findings

  • Survival is high. 96% of filers were still listed 5 years after their first report; 88% at 10 years; 33% at 20. Filers still trade in 87% of cases vs. 73% of miners that never filed.
  • Value is a different story. Median return since the first filing: −61%. 37% of these stocks are down 95%+ from their all-time high. Only ~3% ever returned 10x.
  • What it really measures: a technical report reflects the organizational quality of a company, not the quality of the deposit — structure and market confidence buy time to develop a good project.

Methodology & caveats

  • 14,608 filings (SEDAR, 2001–2026) across 3,286 companies, matched by current + historical company names; 926 with a usable monthly price history (Yahoo Finance, ≥12 months).
  • Survivorship bias: long-delisted companies rarely appear on Yahoo Finance — real outcomes are likely worse.
  • Prices may not adjust for every reverse split. Name matching covers ~37% of filing companies so far — the dataset grows as more profiles are scraped.

Controls

  • Search a company or ticker, click to add it to the chart; click again to remove.
  • Indexed mode rebases every company to 100 at its own first filing — the honest way to compare.
  • Gold overlay plots gold (US$/oz) for cycle context.