Emma Johnson on June 28, 2026 7:51 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Brown on June 28, 2026 7:54 am Exploration results look promising, but permitting will be the key risk. Reply
Noah Thompson on June 28, 2026 7:57 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
William H. Williams on June 28, 2026 7:57 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Garcia on June 28, 2026 7:58 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Johnson on June 28, 2026 8:00 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Davis on June 28, 2026 8:00 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Taylor on June 28, 2026 8:01 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer White on June 28, 2026 8:02 am I like the balance sheet here—less leverage than peers. Reply
John Garcia on June 28, 2026 8:03 am Exploration results look promising, but permitting will be the key risk. Reply
22 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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Production mix shifting toward Videos might help margins if metals stay firm.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Exploration results look promising, but permitting will be the key risk.
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.