Elizabeth Q. Hernandez on February 17, 2026 10:09 am Silver leverage is strong here; beta cuts both ways though. Reply
James Hernandez on February 17, 2026 10:10 am Nice to see insider buying—usually a good signal in this space. Reply
Robert Thompson on February 17, 2026 10:12 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Williams on February 17, 2026 10:14 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Moore on February 17, 2026 10:14 am If AISC keeps dropping, this becomes investable for me. Reply
Oliver White on February 17, 2026 10:15 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Williams on February 17, 2026 10:16 am If AISC keeps dropping, this becomes investable for me. Reply
Lucas Garcia on February 17, 2026 10:16 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Rodriguez on February 17, 2026 11:06 am Good point. Watching costs and grades closely. Reply
Ava I. Hernandez on February 17, 2026 10:17 am If AISC keeps dropping, this becomes investable for me. Reply
Lucas Davis on February 17, 2026 10:18 am If AISC keeps dropping, this becomes investable for me. Reply
Michael Taylor on February 17, 2026 10:19 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Williams on February 17, 2026 10:22 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
29 Comments
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.