“Very hard” and “won’t last much longer” is the same thing every administration says right before a war grinds on for years. Blowing up radar and mine-laying equipment near Hormuz sounds decisive on paper, but Iran doesn’t need a functioning military to keep this going indefinitely, it needs the will to keep shooting back, and nothing here suggests that’s gone. Hope he’s right. History says be skeptical of timelines delivered from behind a podium.
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35 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Production mix shifting toward USA might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Production mix shifting toward USA might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Production mix shifting toward USA might help margins if metals stay firm.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Interesting update on Trump Says US Hit Iran ‘Very Hard,’ Doesn’t Expect War to Last ‘Very Much Longer’. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
Good point. Watching costs and grades closely.
Production mix shifting toward USA might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.