Sons of Saddam – Bagging Uday and Qusay with DELTA Op John Shrek McPhee | Mike Drop #195October 30, 2025
Mary Lopez on October 25, 2025 9:54 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Martin on October 25, 2025 9:54 pm If AISC keeps dropping, this becomes investable for me. Reply
Linda K. Brown on October 25, 2025 9:55 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth R. Jackson on October 25, 2025 10:04 pm Good point. Watching costs and grades closely. Reply
William Martinez on October 25, 2025 9:56 pm I like the balance sheet here—less leverage than peers. Reply
James Williams on October 25, 2025 9:56 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Martin on October 25, 2025 9:59 pm I like the balance sheet here—less leverage than peers. Reply
William Martinez on October 25, 2025 10:00 pm If AISC keeps dropping, this becomes investable for me. Reply
Lucas Thompson on October 25, 2025 10:00 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia X. Martinez on October 25, 2025 10:18 pm Good point. Watching costs and grades closely. Reply
Mary Moore on October 25, 2025 10:01 pm Interesting update on A Day in the Life of a DEVGRU Operator. Curious how the grades will trend next quarter. Reply
Robert Garcia on October 25, 2025 10:02 pm Silver leverage is strong here; beta cuts both ways though. Reply
Mary C. White on October 25, 2025 10:02 pm Nice to see insider buying—usually a good signal in this space. Reply
Olivia White on October 25, 2025 10:03 pm Silver leverage is strong here; beta cuts both ways though. Reply
Emma Hernandez on October 25, 2025 10:03 pm Interesting update on A Day in the Life of a DEVGRU Operator. Curious how the grades will trend next quarter. Reply
Lucas White on October 25, 2025 10:03 pm Nice to see insider buying—usually a good signal in this space. Reply
Liam Rodriguez on October 25, 2025 10:03 pm If AISC keeps dropping, this becomes investable for me. Reply
Michael I. Garcia on October 25, 2025 10:05 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia R. Thomas on October 25, 2025 10:05 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Jones on October 25, 2025 10:05 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver Hernandez on October 25, 2025 10:06 pm Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Martin on October 25, 2025 10:07 pm I like the balance sheet here—less leverage than peers. Reply
Elizabeth Jones on October 25, 2025 10:07 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Lucas Rodriguez on October 25, 2025 10:08 pm Silver leverage is strong here; beta cuts both ways though. Reply
47 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
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 A Day in the Life of a DEVGRU Operator. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on A Day in the Life of a DEVGRU Operator. Curious how the grades will trend next quarter.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
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.