Amelia F. Jackson on November 3, 2026 4:01 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Taylor on November 3, 2026 4:03 pm Interesting update on Behind The Curtain of a Trap House. Curious how the grades will trend next quarter. Reply
Noah H. Rodriguez on November 3, 2026 4:04 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Lee on November 3, 2026 4:05 pm Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Thompson on November 3, 2026 4:08 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Miller on November 3, 2026 4:08 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Olivia Lopez on November 3, 2026 4:09 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Lee on November 3, 2026 4:10 pm If AISC keeps dropping, this becomes investable for me. Reply
Olivia Rodriguez on November 3, 2026 4:11 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Rodriguez on November 3, 2026 4:12 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Smith on November 3, 2026 4:12 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Martin on November 3, 2026 4:13 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer A. Thompson on November 3, 2026 4:42 pm Good point. Watching costs and grades closely. Reply
Olivia Garcia on November 3, 2026 4:13 pm I like the balance sheet here—less leverage than peers. Reply
Robert Garcia on November 3, 2026 4:14 pm Exploration results look promising, but permitting will be the key risk. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
27 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
Interesting update on Behind The Curtain of a Trap House. Curious how the grades will trend next quarter.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.