Cam and Company
Toby Leary takes on Massachusetts gun restrictions, the meaning of “bearable arms,” and the Supreme Court battles that could shape the future of the Second Amendment. He discusses short-barreled firearms, suppressors, the debate over privately made firearms, and the grassroots No on 9 effort. A listener joins the conversation about campaign claims and why gun rights cross party lines. RapidFire Radio, episode 303, recorded October 15, 2026.
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23 Comments
Interesting update on Toby Leary on Gun Bans, Supreme Court Battles & No on 9. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Production mix shifting toward USA might help margins if metals stay firm.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Good point. Watching costs and grades closely.
Production mix shifting toward USA might help margins if metals stay firm.
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.
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.
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.