Amelia Thomas on March 19, 2026 8:11 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer B. Williams on March 19, 2026 8:12 am Exploration results look promising, but permitting will be the key risk. Reply
James Thompson on March 19, 2026 8:14 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver White on March 19, 2026 8:14 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Moore on March 19, 2026 8:16 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver White on March 19, 2026 8:18 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Garcia on March 19, 2026 8:18 am Silver leverage is strong here; beta cuts both ways though. Reply
Linda Martinez on March 19, 2026 8:19 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary Thompson on March 19, 2026 8:20 am I like the balance sheet here—less leverage than peers. Reply
Liam Garcia on March 19, 2026 8:20 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Thomas on March 19, 2026 8:22 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Garcia on March 19, 2026 8:24 am Nice to see insider buying—usually a good signal in this space. Reply
Ava Moore on March 19, 2026 8:25 am Interesting update on Are We About to Go to War With China?. Curious how the grades will trend next quarter. Reply
30 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
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.
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.
Good point. Watching costs and grades closely.
Interesting update on Are We About to Go to War With China?. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.