Iran Attacks Bahrain and Kuwait Following US Strikes and Threatens to Halt Talks to End the WarJune 28, 2026
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Elizabeth U. Moore on May 4, 2026 8:51 am Silver leverage is strong here; beta cuts both ways though. Reply
Patricia F. Lopez on May 4, 2026 8:51 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Davis on May 4, 2026 8:54 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Miller on May 4, 2026 8:54 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Taylor on May 4, 2026 8:55 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer D. Thomas on May 4, 2026 8:55 am Silver leverage is strong here; beta cuts both ways though. Reply
Noah Smith on May 4, 2026 8:57 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Jones on May 4, 2026 8:57 am Nice to see insider buying—usually a good signal in this space. Reply
William Taylor on May 4, 2026 8:57 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Martin on May 4, 2026 8:59 am Interesting update on Charlie Kirk Shot at UTAH event LIVE REACTS. Curious how the grades will trend next quarter. Reply
John Hernandez on May 4, 2026 9:02 am Silver leverage is strong here; beta cuts both ways though. Reply
Emma J. Johnson on May 4, 2026 9:02 am Exploration results look promising, but permitting will be the key risk. Reply
Oliver V. Lee on May 4, 2026 9:03 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
48 Comments
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
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.
I like the balance sheet here—less leverage than peers.
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.
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.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Interesting update on Charlie Kirk Shot at UTAH event LIVE REACTS. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.