Mary Brown on August 15, 2026 6:47 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Williams on August 15, 2026 6:48 pm If AISC keeps dropping, this becomes investable for me. Reply
Liam Brown on August 15, 2026 6:49 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma U. Moore on August 15, 2026 6:50 pm I like the balance sheet here—less leverage than peers. Reply
Isabella G. Martin on August 15, 2026 6:51 pm Exploration results look promising, but permitting will be the key risk. Reply
Isabella M. Jones on August 15, 2026 6:51 pm I like the balance sheet here—less leverage than peers. Reply
Elizabeth N. Williams on August 15, 2026 7:28 pm Good point. Watching costs and grades closely. Reply
Olivia Moore on August 15, 2026 6:51 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Rodriguez on August 15, 2026 6:52 pm I like the balance sheet here—less leverage than peers. Reply
Emma Smith on August 15, 2026 6:53 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Garcia on August 15, 2026 6:53 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Miller on August 15, 2026 6:54 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Williams on August 15, 2026 6:54 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Hernandez on August 15, 2026 6:55 pm Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Lopez on August 15, 2026 6:55 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella Lopez on August 15, 2026 6:58 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia White on August 15, 2026 6:58 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary X. Davis on August 15, 2026 6:59 pm Exploration results look promising, but permitting will be the key risk. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
32 Comments
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.
I like the balance sheet here—less leverage than peers.
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.
I like the balance sheet here—less leverage than peers.
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.
I like the balance sheet here—less leverage than peers.
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.
I like the balance sheet here—less leverage than peers.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Exploration results look promising, but permitting will be the key risk.
Silver leverage is strong here; beta cuts both ways though.
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.
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.