Paper trail

February 2024

The five widest Discovery Gaps at the end of February 2024, revisited today from the same public filings. Descriptive, not predictive.

NEXT—NextDecade Corp

All industries

Then · 29 Feb 2024
Discovery Gap Very high (100/100)·AIR Weak (40/100)
Now · 7 Oct 2026
Discovery Gap Very high (90/100)·AIR Weak (35/100)·Left the top 5

Since then: Management change (29 Sep 2026)·Catalyst (2 Jul 2026)·Commercial traction (2 Jul 2026)·Catalyst (17 Jun 2026)·Commercial traction (17 Jun 2026)·Management change (3 Jun 2026)

TWI—TITAN INTERNATIONAL INC

All industries

Then · 29 Feb 2024
Discovery Gap Very high (98/100)·AIR Neutral (56/100)
Now · 7 Oct 2026
Discovery Gap High (64/100)·AIR Cautious (43/100)·Left the top 5

Since then: Management change (21 Sep 2026)·Commercial traction (21 Sep 2026)·Catalyst (30 Jul 2026)·Catalyst (30 Apr 2026)·Catalyst (26 Feb 2026)·Management change (9 Feb 2026)

TALO—TALOS ENERGY INC.

All industries

Then · 29 Feb 2024
Discovery Gap Very high (98/100)·AIR Neutral (54/100)
Now · 7 Oct 2026
Discovery Gap Very high (88/100)·AIR Neutral (53/100)·Left the top 5

Since then: Management change (22 Sep 2026)·Catalyst (22 Sep 2026)·Catalyst (22 Sep 2026)·Catalyst (4 Aug 2026)·Catalyst (22 Jul 2026)·Commercial traction (22 Jul 2026)

MYE—MYERS INDUSTRIES INC

All industries

Then · 29 Feb 2024
Discovery Gap Very high (95/100)·AIR Neutral (59/100)
Now · 7 Oct 2026
Discovery Gap Very high (58/100)·AIR Neutral (51/100)·Left the top 5

Since then: Commercial traction (31 Aug 2026)·Catalyst (28 Jul 2026)·Commercial traction (28 Jul 2026)·Catalyst (28 Jul 2026)·Catalyst (7 May 2026)·Catalyst (5 Mar 2026)

IE—Ivanhoe Electric Inc.

All industries

Then · 29 Feb 2024
Discovery Gap Very high (95/100)·AIR High risk (27/100)
Now · 7 Oct 2026
Discovery Gap Very high (78/100)·AIR Weak (33/100)·Left the top 5

Since then: Catalyst (23 Sep 2026)·Management change (3 Aug 2026)·Commercial traction (7 Jul 2026)·Commercial traction (28 May 2026)·Management change (20 May 2026)·Catalyst (11 May 2026)