Lucas Jones on October 10, 2026 6:30 am Exploration results look promising, but permitting will be the key risk. Reply
Michael Johnson on October 10, 2026 6:32 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver Lopez on October 10, 2026 6:32 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Martin on October 10, 2026 6:33 am If AISC keeps dropping, this becomes investable for me. Reply
Linda Williams on October 10, 2026 6:35 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Martinez on October 10, 2026 6:35 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Brown on October 10, 2026 6:35 am Silver leverage is strong here; beta cuts both ways though. Reply
William Lee on October 10, 2026 6:36 am Nice to see insider buying—usually a good signal in this space. Reply
William White on October 10, 2026 6:37 am I like the balance sheet here—less leverage than peers. Reply
Oliver Miller on October 10, 2026 6:39 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Smith on October 10, 2026 6:40 am I like the balance sheet here—less leverage than peers. Reply
Emma Smith on October 10, 2026 6:42 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Thompson on October 10, 2026 6:42 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Lee on October 10, 2026 6:43 am Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Thomas on October 10, 2026 6:45 am Exploration results look promising, but permitting will be the key risk. Reply
31 Comments
Exploration results look promising, but permitting will be the key risk.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
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.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
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.