Lucas Hernandez on May 4, 2026 5:42 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Martinez on May 4, 2026 5:46 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Smith on May 4, 2026 5:47 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia C. Hernandez on May 4, 2026 5:48 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Line45
By Line45
20 Comments
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Production mix shifting toward Videos might help margins if metals stay firm.
I like the balance sheet here—less leverage than peers.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.