Lucas Thomas on February 3, 2026 7:09 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael C. Moore on February 3, 2026 7:09 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Olivia Z. Jackson on February 3, 2026 7:11 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia O. Brown on February 3, 2026 7:11 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Thomas on February 3, 2026 7:12 pm Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Jackson on February 3, 2026 7:15 pm If AISC keeps dropping, this becomes investable for me. Reply
Emma E. Rodriguez on February 3, 2026 7:16 pm I like the balance sheet here—less leverage than peers. Reply
William I. White on February 3, 2026 7:17 pm Silver leverage is strong here; beta cuts both ways though. Reply
Olivia G. Martinez on February 3, 2026 7:17 pm Exploration results look promising, but permitting will be the key risk. Reply
Emma A. Moore on February 3, 2026 7:17 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Miller on February 3, 2026 7:19 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Smith on February 3, 2026 7:20 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Williams on February 3, 2026 7:20 pm Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Thompson on February 3, 2026 7:21 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Moore on February 3, 2026 7:23 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
28 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Silver leverage is strong here; beta cuts both ways though.
Exploration results look promising, but permitting will be the key risk.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Exploration results look promising, but permitting will be the key risk.
Production mix shifting toward Videos might help margins if metals stay firm.