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CALL CONTACT ON FIRE – Close Calls in Close Air with CCT Peaches Jared Pietras | Mike Drop #202
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22 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on CALL CONTACT ON FIRE – Close Calls in Close Air with CCT Peaches Jared Pietras | Mike Drop #202. Curious how the grades will trend next quarter.
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.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Nice to see insider buying—usually a good signal in this space.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on CALL CONTACT ON FIRE – Close Calls in Close Air with CCT Peaches Jared Pietras | Mike Drop #202. Curious how the grades will trend next quarter.
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.