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Oliver Lee on July 27, 2026 11:19 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Rodriguez on July 27, 2026 11:21 am I like the balance sheet here—less leverage than peers. Reply
Mary Jones on July 27, 2026 11:21 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Lopez on July 27, 2026 11:22 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Martin on July 27, 2026 11:24 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Brown on July 27, 2026 11:24 am Uranium names keep pushing higher—supply still tight into 2026. Reply
James Garcia on July 27, 2026 11:25 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Hernandez on July 27, 2026 11:30 am I like the balance sheet here—less leverage than peers. Reply
Elizabeth Johnson on July 27, 2026 11:32 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Hernandez on July 27, 2026 11:32 am Interesting update on 1985 4Runner Overland Build. Curious how the grades will trend next quarter. Reply
Elijah Z. Thomas on July 27, 2026 11:32 am Interesting update on 1985 4Runner Overland Build. Curious how the grades will trend next quarter. Reply
20 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
I like the balance sheet here—less leverage than peers.
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.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
Uranium names keep pushing higher—supply still tight into 2026.
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
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.
Interesting update on 1985 4Runner Overland Build. Curious how the grades will trend next quarter.
Interesting update on 1985 4Runner Overland Build. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.