Iran Attacks Bahrain and Kuwait Following US Strikes and Threatens to Halt Talks to End the WarJune 28, 2026
John Garcia on May 3, 2026 1:57 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Smith on May 3, 2026 1:58 pm Interesting update on Closing shop?. Curious how the grades will trend next quarter. Reply
Noah Smith on May 3, 2026 2:01 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Linda Taylor on May 3, 2026 2:01 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah W. Jones on May 3, 2026 2:02 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael White on May 3, 2026 2:03 pm Silver leverage is strong here; beta cuts both ways though. Reply
Noah Miller on May 3, 2026 2:04 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert V. Davis on May 3, 2026 2:04 pm Interesting update on Closing shop?. Curious how the grades will trend next quarter. Reply
Jennifer Taylor on May 3, 2026 2:04 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah Johnson on May 3, 2026 2:04 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
John P. Martinez on May 3, 2026 2:05 pm Nice to see insider buying—usually a good signal in this space. Reply
Robert Martinez on May 3, 2026 2:07 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Thomas on May 3, 2026 2:07 pm Exploration results look promising, but permitting will be the key risk. Reply
William Martinez on May 3, 2026 2:08 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava Miller on May 3, 2026 2:08 pm Interesting update on Closing shop?. Curious how the grades will trend next quarter. Reply
Robert Miller on May 3, 2026 2:08 pm Silver leverage is strong here; beta cuts both ways though. Reply
William Brown on May 3, 2026 2:09 pm Silver leverage is strong here; beta cuts both ways though. Reply
William Jones on May 3, 2026 2:09 pm Silver leverage is strong here; beta cuts both ways though. Reply
Ava Thomas on May 3, 2026 2:11 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Miller on May 3, 2026 2:11 pm Nice to see insider buying—usually a good signal in this space. Reply
By Mike G.
By Mike G.
54 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Interesting update on Closing shop?. 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.
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.
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.
Interesting update on Closing shop?. 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.
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.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Silver leverage is strong here; beta cuts both ways though.
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.
Exploration results look promising, but permitting will be the key risk.
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.
Interesting update on Closing shop?. 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.
Good point. Watching costs and grades closely.
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.
Silver leverage is strong here; beta cuts both ways though.
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.