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China’s Shadow Ops: F*ntanyl, Cartels, and Operatives Flooding the U.S. | Ep. 252
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
20 Comments
Nice to see insider buying—usually a good signal in this space.
Interesting update on China’s Shadow Ops: F*ntanyl, Cartels, and Operatives Flooding the U.S. | Ep. 252. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
I like the balance sheet here—less leverage than peers.
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.
I like the balance sheet here—less leverage than peers.
Exploration results look promising, but permitting will be the key risk.
Uranium names keep pushing higher—supply still tight into 2026.