Linda Johnson on March 31, 2026 9:27 pm Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Linda White on March 31, 2026 9:28 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James Garcia on March 31, 2026 9:29 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Smith on March 31, 2026 9:30 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver Johnson on March 31, 2026 9:32 pm Exploration results look promising, but permitting will be the key risk. Reply
Emma White on March 31, 2026 9:32 pm Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Lucas Thompson on March 31, 2026 9:33 pm If AISC keeps dropping, this becomes investable for me. Reply
Jennifer K. Martin on March 31, 2026 9:34 pm Silver leverage is strong here; beta cuts both ways though. Reply
Noah Jones on March 31, 2026 9:35 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Brown on March 31, 2026 9:36 pm I like the balance sheet here—less leverage than peers. Reply
Jennifer Rodriguez on March 31, 2026 9:41 pm Interesting update on Teenagers Go Joyriding in a Stolen Car & One of Them Doesn’t Make It. Curious how the grades will trend next quarter. Reply
20 Comments
Production mix shifting toward Guns, Videos might help margins if metals stay firm.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Silver leverage is strong here; beta cuts both ways though.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Interesting update on Teenagers Go Joyriding in a Stolen Car & One of Them Doesn’t Make It. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.