Liam N. Rodriguez on April 6, 2026 7:49 am I like the balance sheet here—less leverage than peers. Reply
Lucas Brown on April 6, 2026 7:51 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary G. Williams on April 6, 2026 7:52 am Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Noah Martinez on April 6, 2026 7:53 am Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Martinez on April 6, 2026 7:53 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam W. Lee on April 6, 2026 7:56 am Nice to see insider buying—usually a good signal in this space. Reply
Amelia Davis on April 6, 2026 7:57 am Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Michael Brown on April 6, 2026 8:00 am Production mix shifting toward Guns, Videos might help margins if metals stay firm. Reply
Liam I. Williams on April 6, 2026 8:01 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
19 Comments
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.