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Andy Stumpf Explains Why He’s Distancing Himself From The Teams
By Mike Ritland
By Mike Ritland
By Mike Ritland
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18 Comments
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.
I like the balance sheet here—less leverage than peers.
Production mix shifting toward Videos might help margins if metals stay firm.
Silver leverage is strong here; beta cuts both ways though.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Exploration results look promising, but permitting will be the key risk.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
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.