Michael Thomas on October 28, 2026 5:36 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Williams on October 28, 2026 5:36 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah Lee on October 28, 2026 5:37 am Silver leverage is strong here; beta cuts both ways though. Reply
Isabella Thompson on October 28, 2026 5:39 am Interesting update on Andy Stumpf Reveals Why SEAL Team 6 Crushes Regular Teams. Curious how the grades will trend next quarter. Reply
Noah Johnson on October 28, 2026 5:41 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Miller on October 28, 2026 5:41 am Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Thompson on October 28, 2026 5:42 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver Jackson on October 28, 2026 5:42 am Exploration results look promising, but permitting will be the key risk. Reply
Oliver Lopez on October 28, 2026 5:44 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Lee on October 28, 2026 5:44 am Nice to see insider buying—usually a good signal in this space. Reply
William Garcia on October 28, 2026 5:46 am If AISC keeps dropping, this becomes investable for me. Reply
Liam Williams on October 28, 2026 5:47 am I like the balance sheet here—less leverage than peers. Reply
Liam T. Jones on October 28, 2026 5:47 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Davis on October 28, 2026 5:47 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
23 Comments
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
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.
Interesting update on Andy Stumpf Reveals Why SEAL Team 6 Crushes Regular Teams. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
Production mix shifting toward Videos might help margins if metals stay firm.
Exploration results look promising, but permitting will be the key risk.
Production mix shifting toward Videos might help margins if metals stay firm.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.