Michael H. Rodriguez on August 25, 2026 4:59 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Davis on August 25, 2026 5:00 pm Exploration results look promising, but permitting will be the key risk. Reply
Liam Jackson on August 25, 2026 5:00 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Martinez on August 25, 2026 5:00 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Garcia on August 25, 2026 5:04 pm I like the balance sheet here—less leverage than peers. Reply
Linda Martinez on August 25, 2026 5:04 pm Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Davis on August 25, 2026 5:04 pm If AISC keeps dropping, this becomes investable for me. Reply
Liam Jackson on August 25, 2026 5:05 pm Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Miller on August 25, 2026 5:05 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Lee on August 25, 2026 5:06 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Liam Martin on August 25, 2026 5:07 pm Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Williams on August 25, 2026 5:09 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Williams on August 25, 2026 5:10 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael C. Jones on August 25, 2026 5:10 pm Interesting update on A sneak peek inside RED SKY MOURNING: Preface. Curious how the grades will trend next quarter. Reply
Liam Taylor on August 25, 2026 5:11 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Martinez on August 25, 2026 5:11 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Lee on August 25, 2026 5:12 pm Nice to see insider buying—usually a good signal in this space. Reply
Ava Thomas on August 25, 2026 5:13 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver X. Lee on August 25, 2026 5:14 pm I like the balance sheet here—less leverage than peers. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
40 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
Exploration results look promising, but permitting will be the key risk.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Production mix shifting toward Videos might help margins if metals stay firm.
Silver leverage is strong here; beta cuts both ways though.
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.
Good point. Watching costs and grades closely.
Interesting update on A sneak peek inside RED SKY MOURNING: Preface. Curious how the grades will trend next quarter.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.