Emma Davis on April 12, 2026 8:47 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Lopez on April 12, 2026 8:48 am If AISC keeps dropping, this becomes investable for me. Reply
Ava H. Martin on April 12, 2026 8:48 am I like the balance sheet here—less leverage than peers. Reply
Emma Martinez on April 12, 2026 8:48 am If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth Williams on April 12, 2026 8:52 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver B. Rodriguez on April 12, 2026 8:53 am I like the balance sheet here—less leverage than peers. Reply
Robert Moore on April 12, 2026 8:55 am Uranium names keep pushing higher—supply still tight into 2026. Reply
John Jackson on April 12, 2026 8:55 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Lee on April 12, 2026 8:57 am Exploration results look promising, but permitting will be the key risk. Reply
Amelia Lopez on April 12, 2026 8:58 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam White on April 12, 2026 8:59 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Smith on April 12, 2026 8:59 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Lopez on April 12, 2026 8:59 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Davis on April 12, 2026 9:00 am If AISC keeps dropping, this becomes investable for me. Reply
By Line45
By Line45
37 Comments
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.