Patricia Lopez on August 6, 2026 11:03 pm I like the balance sheet here—less leverage than peers. Reply
Noah Lee on August 6, 2026 11:03 pm Silver leverage is strong here; beta cuts both ways though. Reply
Linda Williams on August 6, 2026 11:04 pm Interesting update on Al-Qaeda’s Attack on the USS Cole. Curious how the grades will trend next quarter. Reply
Isabella Miller on August 6, 2026 11:05 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Williams on August 6, 2026 11:06 pm If AISC keeps dropping, this becomes investable for me. Reply
John Davis on August 6, 2026 11:09 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Miller on August 6, 2026 11:10 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Davis on August 6, 2026 11:10 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Thompson on August 6, 2026 11:13 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
23 Comments
I like the balance sheet here—less leverage than peers.
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 Al-Qaeda’s Attack on the USS Cole. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.