In this episode I walk around my buddy Andy’s epic triple locked, supercharged and built out 97 FZJ80. We also take her for a spin … Watch full video on YouTube
William Lee on August 3, 2026 1:57 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Miller on August 3, 2026 1:58 pm Exploration results look promising, but permitting will be the key risk. Reply
Liam Moore on August 3, 2026 1:58 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Rodriguez on August 3, 2026 2:00 pm I like the balance sheet here—less leverage than peers. Reply
Amelia Jackson on August 3, 2026 2:01 pm Silver leverage is strong here; beta cuts both ways though. Reply
Emma Thompson on August 3, 2026 2:02 pm Exploration results look promising, but permitting will be the key risk. Reply
Emma Taylor on August 3, 2026 2:02 pm Silver leverage is strong here; beta cuts both ways though. Reply
Ava F. Jackson on August 3, 2026 2:02 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Smith on August 3, 2026 2:03 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Garcia on August 3, 2026 2:04 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Linda Jones on August 3, 2026 2:04 pm Interesting update on 80 Series LandCruiser Walk Around and Drive. Curious how the grades will trend next quarter. Reply
Lucas Martin on August 3, 2026 2:07 pm Nice to see insider buying—usually a good signal in this space. Reply
Elijah Smith on August 3, 2026 2:09 pm Nice to see insider buying—usually a good signal in this space. Reply
Emma Williams on August 3, 2026 2:09 pm Nice to see insider buying—usually a good signal in this space. Reply
James Williams on August 3, 2026 2:10 pm If AISC keeps dropping, this becomes investable for me. Reply
33 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on 80 Series LandCruiser Walk Around and Drive. Curious how the grades will trend next quarter.
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.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.