Lucas Y. Brown on May 19, 2026 10:55 pm I like the balance sheet here—less leverage than peers. Reply
Liam Rodriguez on May 19, 2026 10:55 pm Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Emma Miller on May 19, 2026 11:01 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James Thomas on May 19, 2026 11:01 pm Silver leverage is strong here; beta cuts both ways though. Reply
Michael Garcia on May 19, 2026 11:01 pm Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Hernandez on May 19, 2026 11:02 pm If AISC keeps dropping, this becomes investable for me. Reply
Jennifer Brown on May 19, 2026 11:03 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer I. Williams on May 19, 2026 11:05 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Davis on May 19, 2026 11:05 pm Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
James Miller on May 19, 2026 11:06 pm Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Robert Jackson on May 19, 2026 11:07 pm Exploration results look promising, but permitting will be the key risk. Reply
Robert Garcia on May 19, 2026 11:07 pm Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Jennifer Hernandez on May 19, 2026 11:08 pm Silver leverage is strong here; beta cuts both ways though. Reply
25 Comments
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Production mix shifting toward Guns, Videos might help margins if metals stay firm.
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.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
If AISC keeps dropping, this becomes investable for me.
Exploration results look promising, but permitting will be the key risk.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Production mix shifting toward Guns, Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
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.