Lucas Thompson on May 2, 2026 8:42 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah F. Thompson on May 2, 2026 8:42 am I like the balance sheet here—less leverage than peers. Reply
Robert N. Johnson on May 2, 2026 8:42 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
John White on May 2, 2026 8:43 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Jackson on May 2, 2026 8:45 am Interesting update on 40 Years Later, And The M21 Sniper Rifle Was Still Taking Lives. Curious how the grades will trend next quarter. Reply
Linda Q. Jones on May 2, 2026 8:45 am Nice to see insider buying—usually a good signal in this space. Reply
Elijah Lee on May 2, 2026 8:49 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Martin on May 2, 2026 8:49 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Martinez on May 2, 2026 8:51 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Y. Williams on May 2, 2026 8:52 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Moore on May 2, 2026 8:52 am Interesting update on 40 Years Later, And The M21 Sniper Rifle Was Still Taking Lives. Curious how the grades will trend next quarter. Reply
Emma Thomas on May 2, 2026 8:52 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Williams on May 2, 2026 8:54 am Nice to see insider buying—usually a good signal in this space. Reply
38 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Interesting update on 40 Years Later, And The M21 Sniper Rifle Was Still Taking Lives. Curious how the grades will trend next quarter.
Nice to see insider buying—usually a good signal in this space.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Interesting update on 40 Years Later, And The M21 Sniper Rifle Was Still Taking Lives. Curious how the grades will trend next quarter.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.