Michael Smith on August 8, 2026 4:31 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Williams on August 8, 2026 4:32 pm If AISC keeps dropping, this becomes investable for me. Reply
Amelia M. Jones on August 8, 2026 4:33 pm Nice to see insider buying—usually a good signal in this space. Reply
Noah S. Moore on August 8, 2026 4:33 pm Silver leverage is strong here; beta cuts both ways though. Reply
Amelia Hernandez on August 8, 2026 4:34 pm If AISC keeps dropping, this becomes investable for me. Reply
John White on August 8, 2026 4:36 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Johnson on August 8, 2026 4:40 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Jones on August 8, 2026 4:41 pm Nice to see insider buying—usually a good signal in this space. Reply
Jennifer Martin on August 8, 2026 4:41 pm Silver leverage is strong here; beta cuts both ways though. Reply
Emma K. Thompson on August 8, 2026 4:42 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Williams on August 8, 2026 4:43 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Brown on August 8, 2026 4:43 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah I. Johnson on August 8, 2026 4:43 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Line45
By Line45
31 Comments
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
If AISC keeps dropping, this becomes investable for me.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
I like the balance sheet here—less leverage than peers.