Lucas W. Thompson on February 11, 2026 11:31 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Lee on February 11, 2026 11:33 am I like the balance sheet here—less leverage than peers. Reply
Emma Moore on February 11, 2026 11:33 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Rodriguez on February 11, 2026 11:34 am If AISC keeps dropping, this becomes investable for me. Reply
James Thompson on February 11, 2026 11:35 am I like the balance sheet here—less leverage than peers. Reply
Liam Jackson on February 11, 2026 11:35 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Smith on February 11, 2026 11:35 am Uranium names keep pushing higher—supply still tight into 2026. Reply
James Smith on February 11, 2026 11:36 am Nice to see insider buying—usually a good signal in this space. Reply
Linda Martinez on February 11, 2026 11:37 am Interesting update on American Primeval Bodies Hitting Bodies. Curious how the grades will trend next quarter. Reply
William F. Jones on February 11, 2026 11:38 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
John Moore on February 11, 2026 11:39 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Martinez on February 11, 2026 11:39 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Martin on February 11, 2026 11:40 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Smith on February 11, 2026 11:41 am Silver leverage is strong here; beta cuts both ways though. Reply
26 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Interesting update on American Primeval Bodies Hitting Bodies. Curious how the grades will trend next quarter.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.