Elizabeth N. Davis on October 20, 2026 11:45 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Brown on October 20, 2026 11:45 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Moore on October 20, 2026 11:45 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Miller on October 20, 2026 11:47 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Williams on October 20, 2026 11:48 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia T. Thomas on October 20, 2026 11:48 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah P. Martin on October 20, 2026 11:49 pm If AISC keeps dropping, this becomes investable for me. Reply
Linda White on October 20, 2026 11:49 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Johnson on October 20, 2026 11:50 pm I like the balance sheet here—less leverage than peers. Reply
Liam Johnson on October 20, 2026 11:50 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Martinez on October 20, 2026 11:51 pm Nice to see insider buying—usually a good signal in this space. Reply
Ava Davis on October 20, 2026 11:51 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Jones on October 20, 2026 11:52 pm If AISC keeps dropping, this becomes investable for me. Reply
Elijah Lee on October 20, 2026 11:53 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
John Miller on October 20, 2026 11:53 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Williams on October 20, 2026 11:53 pm Interesting update on 7 Guns Only Idiots Carry in 2026. Curious how the grades will trend next quarter. Reply
Robert Garcia on October 20, 2026 11:54 pm I like the balance sheet here—less leverage than peers. Reply
Olivia Brown on October 20, 2026 11:55 pm Silver leverage is strong here; beta cuts both ways though. Reply
Noah Rodriguez on October 20, 2026 11:56 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Moore on October 20, 2026 11:57 pm Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Taylor on October 20, 2026 11:57 pm Nice to see insider buying—usually a good signal in this space. Reply
Linda Thomas on October 20, 2026 11:57 pm Nice to see insider buying—usually a good signal in this space. Reply
Isabella A. Miller on October 20, 2026 11:57 pm Interesting update on 7 Guns Only Idiots Carry in 2026. Curious how the grades will trend next quarter. Reply
Ava Moore on October 20, 2026 11:58 pm Interesting update on 7 Guns Only Idiots Carry in 2026. Curious how the grades will trend next quarter. Reply
Michael Davis on October 20, 2026 11:59 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
By Line45
By Line45
50 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
I like the balance sheet here—less leverage than peers.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
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.
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 7 Guns Only Idiots Carry in 2026. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Interesting update on 7 Guns Only Idiots Carry in 2026. Curious how the grades will trend next quarter.
Interesting update on 7 Guns Only Idiots Carry in 2026. Curious how the grades will trend next quarter.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.