James Taylor on July 2, 2026 12:18 am Exploration results look promising, but permitting will be the key risk. Reply
Amelia U. Lopez on July 2, 2026 12:19 am Exploration results look promising, but permitting will be the key risk. Reply
Emma Lee on July 2, 2026 12:20 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Smith on July 2, 2026 12:21 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Rodriguez on July 2, 2026 12:23 am Silver leverage is strong here; beta cuts both ways though. Reply
Noah R. Brown on July 2, 2026 12:23 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Miller on July 2, 2026 12:25 am Uranium names keep pushing higher—supply still tight into 2026. Reply
William Rodriguez on July 2, 2026 12:26 am If AISC keeps dropping, this becomes investable for me. Reply
Noah White on July 2, 2026 12:27 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Miller on July 2, 2026 12:28 am Silver leverage is strong here; beta cuts both ways though. Reply
21 Comments
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Silver leverage is strong here; beta cuts both ways though.
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.
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.