Lucas Jones on December 14, 2025 12:57 am Uranium names keep pushing higher—supply still tight into 2026. Reply
James Johnson on December 14, 2025 12:57 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver White on December 14, 2025 12:57 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Martinez on December 14, 2025 12:58 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Moore on December 14, 2025 12:58 am Silver leverage is strong here; beta cuts both ways though. Reply
Michael Q. Thompson on December 14, 2025 12:59 am If AISC keeps dropping, this becomes investable for me. Reply
Michael White on December 14, 2025 1:00 am Uranium names keep pushing higher—supply still tight into 2026. Reply
James Davis on December 14, 2025 1:04 am Exploration results look promising, but permitting will be the key risk. Reply
Michael Jones on December 14, 2025 1:07 am I like the balance sheet here—less leverage than peers. Reply
Amelia Brown on December 14, 2025 1:08 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah Rodriguez on December 14, 2025 1:08 am Silver leverage is strong here; beta cuts both ways though. Reply
19 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Uranium names keep pushing higher—supply still tight into 2026.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Silver leverage is strong here; beta cuts both ways though.
If AISC keeps dropping, this becomes investable for me.
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.
Exploration results look promising, but permitting will be the key risk.
I like the balance sheet here—less leverage than peers.
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.
Silver leverage is strong here; beta cuts both ways though.