James Lopez on May 15, 2026 8:01 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Taylor on May 15, 2026 8:01 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Thompson on May 15, 2026 8:01 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Davis on May 15, 2026 8:04 am Exploration results look promising, but permitting will be the key risk. Reply
William Rodriguez on May 15, 2026 8:05 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia White on May 15, 2026 8:06 am Exploration results look promising, but permitting will be the key risk. Reply
James Taylor on May 15, 2026 8:06 am Silver leverage is strong here; beta cuts both ways though. Reply
Linda Lopez on May 15, 2026 8:11 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
23 Comments
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.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.