John Hernandez on April 6, 2026 8:40 am If AISC keeps dropping, this becomes investable for me. Reply
Emma Williams on April 6, 2026 8:41 am Silver leverage is strong here; beta cuts both ways though. Reply
James Y. Johnson on April 6, 2026 8:41 am Exploration results look promising, but permitting will be the key risk. Reply
John V. Garcia on April 6, 2026 8:45 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth H. Taylor on April 6, 2026 8:45 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Martinez on April 6, 2026 8:48 am I like the balance sheet here—less leverage than peers. Reply
Jennifer Smith on April 6, 2026 8:48 am I like the balance sheet here—less leverage than peers. Reply
James Martin on April 6, 2026 8:49 am Uranium names keep pushing higher—supply still tight into 2026. Reply
William Martin on April 6, 2026 8:50 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava Davis on April 6, 2026 8:50 am Uranium names keep pushing higher—supply still tight into 2026. Reply
23 Comments
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.
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
The cost guidance is better than expected. If they deliver, the stock could rerate.
The cost guidance is better than expected. If they deliver, the stock could rerate.
I like the balance sheet here—less leverage than peers.
I like the balance sheet here—less leverage than peers.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.