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Elizabeth Smith on November 1, 2026 3:25 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Garcia on November 1, 2026 3:26 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Lee on November 1, 2026 3:29 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Rodriguez on November 1, 2026 3:30 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Jones on November 1, 2026 3:32 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Garcia on November 1, 2026 3:32 pm I like the balance sheet here—less leverage than peers. Reply
Elizabeth Johnson on November 1, 2026 3:35 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Davis on November 1, 2026 3:36 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Williams on November 1, 2026 3:36 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Z. Smith on November 1, 2026 3:39 pm Interesting update on Breaking FSU Incident *Update 2 Killed and MD Senator Fail. Curious how the grades will trend next quarter. Reply
25 Comments
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.
If AISC keeps dropping, this becomes investable for me.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Uranium names keep pushing higher—supply still tight into 2026.
I like the balance sheet here—less leverage than peers.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Interesting update on Breaking FSU Incident *Update 2 Killed and MD Senator Fail. Curious how the grades will trend next quarter.