James Martin on January 12, 2026 1:26 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Martin on January 12, 2026 1:27 am If AISC keeps dropping, this becomes investable for me. Reply
Robert Williams on January 12, 2026 1:27 am Silver leverage is strong here; beta cuts both ways though. Reply
John Smith on January 12, 2026 1:28 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Jones on January 12, 2026 1:29 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Z. Johnson on January 12, 2026 1:30 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Rodriguez on January 12, 2026 1:30 am Nice to see insider buying—usually a good signal in this space. Reply
Patricia Martinez on January 12, 2026 1:31 am Silver leverage is strong here; beta cuts both ways though. Reply
Noah Williams on January 12, 2026 1:34 am Exploration results look promising, but permitting will be the key risk. Reply
Michael Thompson on January 12, 2026 1:34 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Moore on January 12, 2026 1:34 am Nice to see insider buying—usually a good signal in this space. Reply
James Martinez on January 12, 2026 1:36 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Lopez on January 12, 2026 1:36 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James P. Jackson on January 12, 2026 1:37 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James X. Taylor on January 12, 2026 1:39 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah G. Garcia on January 12, 2026 1:39 am Exploration results look promising, but permitting will be the key risk. Reply
By Line45
By Line45
33 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Silver leverage is strong here; beta cuts both ways though.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Exploration results look promising, but permitting will be the key risk.
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.
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.
Exploration results look promising, but permitting will be the key risk.
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.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
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.
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.
Good point. Watching costs and grades closely.