Elizabeth Lopez on November 5, 2026 8:59 am I like the balance sheet here—less leverage than peers. Reply
James Martin on November 5, 2026 9:00 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Smith on November 5, 2026 9:01 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Miller on November 5, 2026 9:02 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Rodriguez on November 5, 2026 9:03 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Rodriguez on November 5, 2026 9:04 am Silver leverage is strong here; beta cuts both ways though. Reply
Robert Moore on November 5, 2026 9:04 am I like the balance sheet here—less leverage than peers. Reply
Elizabeth B. Hernandez on November 5, 2026 9:08 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Garcia on November 5, 2026 9:09 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas N. Johnson on November 5, 2026 9:11 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
21 Comments
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Silver leverage is strong here; beta cuts both ways though.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
If AISC keeps dropping, this becomes investable for me.
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.