James Williams on April 1, 2026 8:56 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Lopez on April 1, 2026 8:57 am Silver leverage is strong here; beta cuts both ways though. Reply
Mary Jackson on April 1, 2026 8:57 am Uranium names keep pushing higher—supply still tight into 2026. Reply
William Thomas on April 1, 2026 8:59 am Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Oliver Brown on April 1, 2026 9:02 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia Y. Jackson on April 1, 2026 9:04 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver R. Martin on April 1, 2026 9:04 am If AISC keeps dropping, this becomes investable for me. Reply
Liam Hernandez on April 1, 2026 9:06 am Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
22 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Production mix shifting toward Guns, Videos might help margins if metals stay firm.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
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.
Good point. Watching costs and grades closely.