Jennifer Johnson on October 28, 2026 5:39 am I like the balance sheet here—less leverage than peers. Reply
Jennifer V. Hernandez on October 28, 2026 6:27 am Good point. Watching costs and grades closely. Reply
Jennifer Garcia on October 28, 2026 5:40 am Silver leverage is strong here; beta cuts both ways though. Reply
Noah F. Williams on October 28, 2026 5:40 am Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Brown on October 28, 2026 5:40 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Hernandez on October 28, 2026 5:41 am If AISC keeps dropping, this becomes investable for me. Reply
Olivia Lopez on October 28, 2026 5:42 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer U. Johnson on October 28, 2026 5:44 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Lee on October 28, 2026 5:46 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Hernandez on October 28, 2026 5:46 am Exploration results look promising, but permitting will be the key risk. Reply
Patricia Miller on October 28, 2026 5:49 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Miller on October 28, 2026 5:50 am Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Ava Jackson on October 28, 2026 5:50 am Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
22 Comments
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Production mix shifting toward Guns, Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Production mix shifting toward Guns, Videos might help margins if metals stay firm.