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Elizabeth Smith on October 15, 2026 5:00 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Z. Smith on October 15, 2026 5:01 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia K. Hernandez on October 15, 2026 5:02 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Thomas on October 15, 2026 5:03 pm Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Liam Thompson on October 15, 2026 5:03 pm If AISC keeps dropping, this becomes investable for me. Reply
Ava Thompson on October 15, 2026 5:05 pm If AISC keeps dropping, this becomes investable for me. Reply
Liam Martinez on October 15, 2026 5:06 pm If AISC keeps dropping, this becomes investable for me. Reply
Elijah Y. Miller on October 15, 2026 5:06 pm Exploration results look promising, but permitting will be the key risk. Reply
Olivia Taylor on October 15, 2026 5:08 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Taylor on October 15, 2026 5:08 pm I like the balance sheet here—less leverage than peers. Reply
Robert Lopez on October 15, 2026 5:09 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Smith on October 15, 2026 5:10 pm Nice to see insider buying—usually a good signal in this space. Reply
William Moore on October 15, 2026 5:11 pm Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Olivia Brown on October 15, 2026 5:13 pm Silver leverage is strong here; beta cuts both ways though. Reply
31 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
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.
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.
Production mix shifting toward Guns, Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Nice to see insider buying—usually a good signal in this space.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.