Linda Garcia on July 19, 2026 11:14 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Thompson on July 19, 2026 11:14 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Johnson on July 19, 2026 11:14 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Garcia on July 19, 2026 11:16 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah X. Lopez on July 19, 2026 11:17 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Martin on July 19, 2026 11:17 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Martin on July 19, 2026 11:23 pm I like the balance sheet here—less leverage than peers. Reply
Elijah Thompson on July 19, 2026 11:24 pm Silver leverage is strong here; beta cuts both ways though. Reply
Robert Thomas on July 19, 2026 11:25 pm Exploration results look promising, but permitting will be the key risk. Reply
Elijah Johnson on July 19, 2026 11:26 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver Jackson on July 19, 2026 11:26 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
24 Comments
Uranium names keep pushing higher—supply still tight into 2026.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
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.
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.