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Andy Stumpf On Vet-On-Vet Drama w/ Brent Tucker, Rob O’Neill, Shawn Ryan, Dan Crenshaw & Tim Kennedy
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
37 Comments
Interesting update on Andy Stumpf On Vet-On-Vet Drama w/ Brent Tucker, Rob O’Neill, Shawn Ryan, Dan Crenshaw & Tim Kennedy. 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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Interesting update on Andy Stumpf On Vet-On-Vet Drama w/ Brent Tucker, Rob O’Neill, Shawn Ryan, Dan Crenshaw & Tim Kennedy. 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 On Vet-On-Vet Drama w/ Brent Tucker, Rob O’Neill, Shawn Ryan, Dan Crenshaw & Tim Kennedy. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Silver leverage is strong here; beta cuts both ways though.
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.
Exploration results look promising, but permitting will be the key risk.
I like the balance sheet here—less leverage than peers.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.