Lucas Moore on June 2, 2026 6:35 am Interesting update on Annie Jacobsen – Nuclear Armageddon in 2024 | SRS #120. Curious how the grades will trend next quarter. Reply
Lucas Lee on June 2, 2026 6:36 am Exploration results look promising, but permitting will be the key risk. Reply
James H. Lopez on June 2, 2026 6:37 am Nice to see insider buying—usually a good signal in this space. Reply
Elijah Martinez on June 2, 2026 6:37 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Thomas on June 2, 2026 6:38 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Thompson on June 2, 2026 6:40 am I like the balance sheet here—less leverage than peers. Reply
Linda Williams on June 2, 2026 6:41 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Rodriguez on June 2, 2026 6:41 am Exploration results look promising, but permitting will be the key risk. Reply
Elijah O. Garcia on June 2, 2026 6:42 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia X. Jackson on June 2, 2026 6:43 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William D. Martinez on June 2, 2026 6:43 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Martinez on June 2, 2026 6:44 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Moore on June 2, 2026 6:47 am Silver leverage is strong here; beta cuts both ways though. Reply
27 Comments
Interesting update on Annie Jacobsen – Nuclear Armageddon in 2024 | SRS #120. Curious how the grades will trend next quarter.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
I like the balance sheet here—less leverage than peers.
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.
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.
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.
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.