Noah White on July 26, 2026 6:17 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Jones on July 26, 2026 6:18 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Jackson on July 26, 2026 6:18 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James Miller on July 26, 2026 6:19 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava Thomas on July 26, 2026 6:24 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia White on July 26, 2026 6:28 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma White on July 26, 2026 6:30 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
21 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
Uranium names keep pushing higher—supply still tight into 2026.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.