Jennifer Davis on October 14, 2026 11:39 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia F. Jones on October 14, 2026 11:39 am Exploration results look promising, but permitting will be the key risk. Reply
Ava Thompson on October 14, 2026 11:40 am Nice to see insider buying—usually a good signal in this space. Reply
Noah Y. Johnson on October 14, 2026 11:41 am I like the balance sheet here—less leverage than peers. Reply
Elizabeth Hernandez on October 14, 2026 11:41 am Interesting update on Andy Stumpf Unfiltered: Shawn Ryan vs. Dan Crenshaw | Ep. 271. Curious how the grades will trend next quarter. Reply
Liam Johnson on October 14, 2026 11:43 am Nice to see insider buying—usually a good signal in this space. Reply
Lucas Hernandez on October 14, 2026 11:44 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Martinez on October 14, 2026 11:46 am Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Garcia on October 14, 2026 11:47 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah D. Thompson on October 14, 2026 11:48 am Exploration results look promising, but permitting will be the key risk. Reply
Michael Miller on October 14, 2026 11:48 am I like the balance sheet here—less leverage than peers. Reply
Olivia L. Smith on October 14, 2026 11:49 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Moore on October 14, 2026 11:50 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Thomas on October 14, 2026 11:51 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Thompson on October 14, 2026 11:52 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Jones on October 14, 2026 11:52 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Smith on October 14, 2026 11:52 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
32 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
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 Unfiltered: Shawn Ryan vs. Dan Crenshaw | Ep. 271. Curious how the grades will trend next quarter.
Nice to see insider buying—usually a good signal in this space.
Silver leverage is strong here; beta cuts both ways though.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Good point. Watching costs and grades closely.