Elizabeth Taylor on May 31, 2026 8:40 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Brown on May 31, 2026 8:40 am Silver leverage is strong here; beta cuts both ways though. Reply
William Lopez on May 31, 2026 8:41 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver F. Williams on May 31, 2026 8:41 am I like the balance sheet here—less leverage than peers. Reply
Mary Jones on May 31, 2026 8:42 am Exploration results look promising, but permitting will be the key risk. Reply
William Johnson on May 31, 2026 8:42 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary U. White on May 31, 2026 8:45 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Jackson on May 31, 2026 8:52 am Interesting update on 6 Dirt-Cheap Guns Nobody Buys (But They’ll Outlast Every New Gun Forever). Curious how the grades will trend next quarter. Reply
Olivia White on May 31, 2026 8:54 am Exploration results look promising, but permitting will be the key risk. Reply
24 Comments
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.
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.
Exploration results look promising, but permitting will be the key risk.
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.
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.
If AISC keeps dropping, this becomes investable for me.
Silver leverage is strong here; beta cuts both ways though.
Interesting update on 6 Dirt-Cheap Guns Nobody Buys (But They’ll Outlast Every New Gun Forever). Curious how the grades will trend next quarter.
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.