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ANDY STUMPF: I Deliberately Made BUD/S Students Quit To Save Their Lives
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
46 Comments
If AISC keeps dropping, this becomes investable for me.
Interesting update on ANDY STUMPF: I Deliberately Made BUD/S Students Quit To Save Their Lives. Curious how the grades will trend next quarter.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on ANDY STUMPF: I Deliberately Made BUD/S Students Quit To Save Their Lives. Curious how the grades will trend next quarter.
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.
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.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on ANDY STUMPF: I Deliberately Made BUD/S Students Quit To Save Their Lives. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Interesting update on ANDY STUMPF: I Deliberately Made BUD/S Students Quit To Save Their Lives. Curious how the grades will trend next quarter.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on ANDY STUMPF: I Deliberately Made BUD/S Students Quit To Save Their Lives. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Silver leverage is strong here; beta cuts both ways though.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.