William White on September 23, 2026 8:57 am Silver leverage is strong here; beta cuts both ways though. Reply
James Lee on September 23, 2026 8:58 am If AISC keeps dropping, this becomes investable for me. Reply
William N. Jackson on September 23, 2026 9:01 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Williams on September 23, 2026 9:01 am Exploration results look promising, but permitting will be the key risk. Reply
William White on September 23, 2026 9:03 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Brown on September 23, 2026 9:04 am Interesting update on NATO Scrambles Jets Against Russia – Militaries On High Alert. Curious how the grades will trend next quarter. Reply
Oliver Smith on September 23, 2026 9:04 am Nice to see insider buying—usually a good signal in this space. Reply
James T. Jackson on September 23, 2026 9:05 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah Lopez on September 23, 2026 9:05 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Hernandez on September 23, 2026 9:05 am I like the balance sheet here—less leverage than peers. Reply
Oliver Thomas on September 23, 2026 9:06 am Production mix shifting toward Tactical & Survival, Videos might help margins if metals stay firm. Reply
Amelia Smith on September 23, 2026 9:07 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth S. Davis on September 23, 2026 9:29 am Good point. Watching costs and grades closely. Reply
James Jackson on September 23, 2026 9:07 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth H. Thomas on September 23, 2026 9:10 am I like the balance sheet here—less leverage than peers. Reply
29 Comments
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
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.
Exploration results look promising, but permitting will be the key risk.
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.
Interesting update on NATO Scrambles Jets Against Russia – Militaries On High Alert. Curious how the grades will trend next quarter.
Nice to see insider buying—usually a good signal in this space.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Production mix shifting toward Tactical & Survival, 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.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.