Kscope · deep dive · 2026-10-16
Mining Data Online sells the mine and the project, then sells the people and the equipment around it as sales leads. The reserve and the filed economics are in the NI 43-101 extract. The contact list and the fleet census are not.
The row stays slice. Reserves, cut-off, NPV, and IRR from an NI 43-101 are in the mining extract of 2026-08-14. The homepage, read 2026-10-16, also sells 10,000+ mine-site decision makers and an equipment census of 94,000 units. Those two stay theirs. Research, Custom, and Ultimate are the package names. A picker on the page left the monthly dollar total blank.
| Feature | MDO | Kscope | |
|---|---|---|---|
| Reserves and resources | The homepage lists deposit type, cut-off grade, proven and probable reserves, and measured and indicated resources, for mines and for projects at PEA, PFS, and feasibility. | About 22,800 NI 43-101 resource and reserve rows, mining note of 2026-08-14, with category, zone, cut-off, tonnes, grade, and contained metal. About 16,800 rows pass the tonnes-times-grade check. | Ahead |
| Costs and returns | The homepage lists capital cost, operating cost, G&A, revenue, cash flow, NPV, and IRR, plus cash cost and all-in sustaining cost. | About 1,600 project-economics rows carry NPV, IRR, capital cost, mine life, and the price deck. A cash cost that the company discloses in the report is in that document. A cost they normalize across every mine is a model. | Partial |
| Production | The homepage lists current, historic, and forecast production, tonnes mined, and mill capacity. | A production figure the company files is in the report or the news release. A forecast of next year's tonnes is a model on that history. The mining note does not carry a production series. | Partial |
| Timeline | The homepage lists study start and completion, a final investment decision, permits, construction start, and production start. | Study stage is on the project-economics row. A permit date and a construction date, when the company files them, are in the material-change stream. A single timeline screen is not built. | Partial |
| Feature | MDO | Kscope | |
|---|---|---|---|
| Decision makers | The homepage says 10,000+ key decision makers at mine sites and at consultants, named by job: general manager, mine manager, maintenance, engineering, health and safety, processing, plant, and procurement. | The qualified person who signed the technical report is extracted, about 2,300 people. A mine-site phone book is not on the filing. | Gap |
| Equipment census | The homepage says 2,000 mines and projects with fleet data, 2,500 models, and 94,000 units, plus 1,700 sites with crusher and mill data and 700 with conveyor data. | A technical report can name a mill or a fleet. A census of 94,000 units, kept current across mines, is not an extract we hold. | Gap |
| Sales leads | The homepage asks a supplier to pick a target segment: drilling, comminution, processing, mobile equipment, conveyors, pumps, and camps. Packages are Research, Custom, and Ultimate. A picker for region, package, and licence count shows a monthly total. On the page read 2026-10-16 that total was blank. | The filed project is the research package's raw material. A lead list aimed at a supplier's sales team is their product. No dollar figure is quoted, because the page did not print one. | Beside |
Ahead The feature is data we already hold, in a form an investor can use.
Match Both products do this.
Partial We hold the filing or the extract, and not their finished screen.
Gap They ship it. We do not.
Beside The sales-lead file, the mine-site contact list, and the equipment census are maintained by them. A filed reserve is ours.