Ava Brown on October 10, 2026 7:49 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Hernandez on October 10, 2026 7:50 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Martinez on October 10, 2026 7:50 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Martin on October 10, 2026 7:53 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth I. Martinez on October 10, 2026 8:10 am Good point. Watching costs and grades closely. Reply
Michael Jackson on October 10, 2026 7:56 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Williams on October 10, 2026 7:57 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Ava Q. Davis on October 10, 2026 7:58 am If AISC keeps dropping, this becomes investable for me. Reply
Emma Garcia on October 10, 2026 8:00 am If AISC keeps dropping, this becomes investable for me. Reply
Olivia Smith on October 10, 2026 8:00 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Johnson on October 10, 2026 8:01 am Interesting update on Blackwater Operator: We Had One Magazine and No Armor on Route Irish. Curious how the grades will trend next quarter. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
22 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
Interesting update on Blackwater Operator: We Had One Magazine and No Armor on Route Irish. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.