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James Hernandez on July 24, 2026 8:06 am Exploration results look promising, but permitting will be the key risk. Reply
Amelia Moore on July 24, 2026 8:09 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam Thomas on July 24, 2026 8:11 am Silver leverage is strong here; beta cuts both ways though. Reply
Linda Jackson on July 24, 2026 8:11 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Smith on July 24, 2026 8:12 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Taylor on July 24, 2026 8:12 am Interesting update on America’s Ammo Giants Are Collapsing Right in Front of Us. Curious how the grades will trend next quarter. Reply
Lucas Brown on July 24, 2026 8:12 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas O. Hernandez on July 24, 2026 8:14 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Smith on July 24, 2026 8:14 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Thompson on July 24, 2026 8:15 am Silver leverage is strong here; beta cuts both ways though. Reply
Michael O. Smith on July 24, 2026 8:15 am If AISC keeps dropping, this becomes investable for me. Reply
Isabella Williams on July 24, 2026 8:17 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Liam Garcia on July 24, 2026 8:17 am Exploration results look promising, but permitting will be the key risk. Reply
William I. Moore on July 24, 2026 8:18 am If AISC keeps dropping, this becomes investable for me. Reply
Robert H. Thompson on July 24, 2026 8:19 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary U. Garcia on July 24, 2026 8:19 am Exploration results look promising, but permitting will be the key risk. Reply
Emma Moore on July 24, 2026 8:20 am Silver leverage is strong here; beta cuts both ways though. Reply
By Line45
By Line45
40 Comments
Exploration results look promising, but permitting will be the key risk.
Silver leverage is strong here; beta cuts both ways though.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on America’s Ammo Giants Are Collapsing Right in Front of Us. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.