Emma Moore on January 31, 2026 11:08 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Jackson on January 31, 2026 11:08 am Silver leverage is strong here; beta cuts both ways though. Reply
Emma White on January 31, 2026 11:10 am Interesting update on 4 Habits to Win. Curious how the grades will trend next quarter. Reply
Oliver Smith on January 31, 2026 11:10 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia Moore on January 31, 2026 11:11 am I like the balance sheet here—less leverage than peers. Reply
Jennifer S. Lopez on January 31, 2026 11:12 am If AISC keeps dropping, this becomes investable for me. Reply
Linda Jones on January 31, 2026 11:13 am I like the balance sheet here—less leverage than peers. Reply
Isabella Martin on January 31, 2026 11:18 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Moore on January 31, 2026 11:19 am Uranium names keep pushing higher—supply still tight into 2026. Reply
John Z. Jackson on January 31, 2026 11:20 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Hernandez on January 31, 2026 11:21 am If AISC keeps dropping, this becomes investable for me. Reply
William Z. Miller on January 31, 2026 11:21 am If AISC keeps dropping, this becomes investable for me. Reply
Ava Taylor on January 31, 2026 11:22 am Interesting update on 4 Habits to Win. Curious how the grades will trend next quarter. Reply
By Mike G.
By Mike G.
23 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Interesting update on 4 Habits to Win. Curious how the grades will trend next quarter.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Uranium names keep pushing higher—supply still tight into 2026.
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.
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on 4 Habits to Win. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.