John Moore on September 1, 2026 2:39 am I like the balance sheet here—less leverage than peers. Reply
James Lopez on September 1, 2026 2:40 am Exploration results look promising, but permitting will be the key risk. Reply
William Taylor on September 1, 2026 2:41 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Taylor on September 1, 2026 2:41 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Miller on September 1, 2026 2:41 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Garcia on September 1, 2026 2:43 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Jackson on September 1, 2026 2:43 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Jackson on September 1, 2026 2:44 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Taylor on September 1, 2026 2:45 am I like the balance sheet here—less leverage than peers. Reply
William D. Thompson on September 1, 2026 2:46 am Exploration results look promising, but permitting will be the key risk. Reply
Noah Davis on September 1, 2026 2:48 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Taylor on September 1, 2026 2:49 am Nice to see insider buying—usually a good signal in this space. Reply
Michael Moore on September 1, 2026 2:49 am If AISC keeps dropping, this becomes investable for me. Reply
Oliver Jackson on September 1, 2026 2:49 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Hernandez on September 1, 2026 2:50 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Hernandez on September 1, 2026 2:51 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Hernandez on September 1, 2026 2:51 am Nice to see insider buying—usually a good signal in this space. Reply
Elijah Thompson on September 1, 2026 2:52 am I like the balance sheet here—less leverage than peers. Reply
Elijah Williams on September 1, 2026 2:53 am Nice to see insider buying—usually a good signal in this space. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
32 Comments
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Nice to see insider buying—usually a good signal in this space.
If AISC keeps dropping, this becomes investable for me.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
If AISC keeps dropping, this becomes investable for me.
Nice to see insider buying—usually a good signal in this space.
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.