Noah Taylor on October 27, 2026 6:09 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Davis on October 27, 2026 6:11 pm Silver leverage is strong here; beta cuts both ways though. Reply
Linda Smith on October 27, 2026 6:13 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth J. Jones on October 27, 2026 6:14 pm Silver leverage is strong here; beta cuts both ways though. Reply
Emma Miller on October 27, 2026 6:15 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Johnson on October 27, 2026 6:16 pm I like the balance sheet here—less leverage than peers. Reply
Noah Miller on October 27, 2026 6:17 pm Nice to see insider buying—usually a good signal in this space. Reply
Noah Jackson on October 27, 2026 6:17 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella Jones on October 27, 2026 6:17 pm If AISC keeps dropping, this becomes investable for me. Reply
Ava Smith on October 27, 2026 6:21 pm Silver leverage is strong here; beta cuts both ways though. Reply
21 Comments
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
The cost guidance is better than expected. If they deliver, the stock could rerate.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
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.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.