Robert A. Rodriguez on July 27, 2026 1:30 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Williams on July 27, 2026 1:34 pm Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Johnson on July 27, 2026 1:34 pm Interesting update on Chris Pratt: Becoming James Reece. Curious how the grades will trend next quarter. Reply
John Hernandez on July 27, 2026 1:36 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda N. Rodriguez on July 27, 2026 1:37 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Lee on July 27, 2026 1:41 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam J. Garcia on July 27, 2026 1:42 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
23 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Interesting update on Chris Pratt: Becoming James Reece. Curious how the grades will trend next quarter.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.