Amelia Miller on October 8, 2026 2:36 am If AISC keeps dropping, this becomes investable for me. Reply
Emma Thomas on October 8, 2026 2:38 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Miller on October 8, 2026 2:39 am If AISC keeps dropping, this becomes investable for me. Reply
James Jones on October 8, 2026 2:40 am Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Miller on October 8, 2026 2:41 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Brown on October 8, 2026 2:41 am Exploration results look promising, but permitting will be the key risk. Reply
Olivia Martinez on October 8, 2026 2:43 am Silver leverage is strong here; beta cuts both ways though. Reply
Amelia Martin on October 8, 2026 2:43 am If AISC keeps dropping, this becomes investable for me. Reply
Emma White on October 8, 2026 2:45 am Exploration results look promising, but permitting will be the key risk. Reply
Emma M. Miller on October 8, 2026 2:45 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
John Davis on October 8, 2026 2:46 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma T. Hernandez on October 8, 2026 2:47 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary H. Lee on October 8, 2026 2:47 am Nice to see insider buying—usually a good signal in this space. Reply
Oliver B. Garcia on October 8, 2026 2:47 am Silver leverage is strong here; beta cuts both ways though. Reply
James Q. Smith on October 8, 2026 2:49 am I like the balance sheet here—less leverage than peers. Reply
Patricia Rodriguez on October 8, 2026 2:49 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia White on October 8, 2026 2:50 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Smith on October 8, 2026 2:50 am Interesting update on A Green Beret’s First-Hand Account of Operation Viking Hammer | Ep. 254. Curious how the grades will trend next quarter. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
37 Comments
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
If AISC keeps dropping, this becomes investable for me.
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.
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.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Interesting update on A Green Beret’s First-Hand Account of Operation Viking Hammer | Ep. 254. Curious how the grades will trend next quarter.