Noah Y. Johnson on February 27, 2026 4:10 pm If AISC keeps dropping, this becomes investable for me. Reply
James D. Martin on February 27, 2026 4:10 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Moore on February 27, 2026 4:11 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer K. Jones on February 27, 2026 4:13 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Lopez on February 27, 2026 4:13 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Johnson on February 27, 2026 4:13 pm I like the balance sheet here—less leverage than peers. Reply
Michael O. Williams on February 27, 2026 4:46 pm Good point. Watching costs and grades closely. Reply
Mary Moore on February 27, 2026 4:15 pm If AISC keeps dropping, this becomes investable for me. Reply
Liam F. Taylor on February 27, 2026 4:16 pm If AISC keeps dropping, this becomes investable for me. Reply
Ava Davis on February 27, 2026 4:16 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Martinez on February 27, 2026 4:18 pm I like the balance sheet here—less leverage than peers. Reply
Patricia Jackson on February 27, 2026 4:18 pm I like the balance sheet here—less leverage than peers. Reply
Olivia Martinez on February 27, 2026 4:19 pm Silver leverage is strong here; beta cuts both ways though. Reply
Patricia X. Miller on February 27, 2026 4:19 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah Moore on February 27, 2026 4:22 pm Silver leverage is strong here; beta cuts both ways though. Reply
Robert Thompson on February 27, 2026 4:23 pm Exploration results look promising, but permitting will be the key risk. Reply
By Line45
By Line45
33 Comments
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.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
Exploration results look promising, but permitting will be the key risk.