Michael Martinez on February 2, 2026 12:21 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Williams on February 2, 2026 12:24 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Q. Jackson on February 2, 2026 12:25 am I like the balance sheet here—less leverage than peers. Reply
Michael Thompson on February 2, 2026 12:26 am I like the balance sheet here—less leverage than peers. Reply
Ava Martinez on February 2, 2026 12:26 am Silver leverage is strong here; beta cuts both ways though. Reply
Amelia Miller on February 2, 2026 12:28 am Interesting update on AN INSIDE JOB. Curious how the grades will trend next quarter. Reply
Amelia Johnson on February 2, 2026 12:29 am Exploration results look promising, but permitting will be the key risk. Reply
Robert Martinez on February 2, 2026 12:31 am I like the balance sheet here—less leverage than peers. Reply
Lucas Rodriguez on February 2, 2026 12:32 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael White on February 2, 2026 12:32 am If AISC keeps dropping, this becomes investable for me. Reply
Liam Brown on February 2, 2026 12:33 am If AISC keeps dropping, this becomes investable for me. Reply
Liam Thompson on February 2, 2026 12:33 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
25 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
Interesting update on AN INSIDE JOB. Curious how the grades will trend next quarter.
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.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.