Source-reading checklist
A worksheet for reading a Canadian small-cap company's news release or filing and writing down only what it actually says. It is the same set of facts we record before an item goes into an issue. It is an educational tool, not investment advice and not a list of companies to buy or sell.
Headline: ______________________ Issuer legal name: ______________________ Ticker and exchange (as stated): __________
| Field | Your note |
|---|---|
| Document type (news release, SEDAR+ filing, exchange bulletin, other) | |
| Date on the document | |
| Date you opened it | |
| Original URL (company investor page, newswire or SEDAR+) | |
| Filing identifier, if any | |
| What the company says happened (one sentence, no adjectives) | |
| Dollar amounts and share counts as stated (or "none stated") | |
| Closing, effective or expected dates as stated (or "not stated") | |
| Forward-looking or cautionary language present? ☐ Yes ☐ No | |
| Mining only: NI 43-101 technical report referred to? ☐ Yes ☐ No ☐ N/A | |
| What the document does not tell you | |
| Plain-facts summary with the link |
Tips for using it
- Start from the primary source: the company's own release, an exchange bulletin or the filing on SEDAR+. Copy the date and link before you read anything else.
- Record numbers exactly as the document states them. If something isn't stated, write "not stated" rather than filling the gap.
- Note forward-looking statements as statements about the future, not as facts.
- If you can't link the primary source, leave the item out.
Last reviewed November 7, 2026. For information only. Not investment advice. See our disclaimer.