Robert Thomas on February 2, 2026 3:22 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Lopez on February 2, 2026 3:23 am I like the balance sheet here—less leverage than peers. Reply
Olivia Miller on February 2, 2026 3:23 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Moore on February 2, 2026 3:24 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Rodriguez on February 2, 2026 3:25 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Smith on February 2, 2026 3:27 am Silver leverage is strong here; beta cuts both ways though. Reply
Robert Martin on February 2, 2026 3:28 am Silver leverage is strong here; beta cuts both ways though. Reply
James Lopez on February 2, 2026 3:29 am Exploration results look promising, but permitting will be the key risk. Reply
Emma Lee on February 2, 2026 3:30 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Hernandez on February 2, 2026 3:32 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Taylor on February 2, 2026 3:33 am Nice to see insider buying—usually a good signal in this space. Reply
Emma Jackson on February 2, 2026 3:34 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Davis on February 2, 2026 3:34 am Interesting update on Closing shop?. Curious how the grades will trend next quarter. Reply
Michael Y. Smith on February 2, 2026 3:34 am Nice to see insider buying—usually a good signal in this space. Reply
William Taylor on February 2, 2026 3:34 am Uranium names keep pushing higher—supply still tight into 2026. Reply
John Davis on February 2, 2026 3:34 am Silver leverage is strong here; beta cuts both ways though. Reply
Emma Lopez on February 2, 2026 3:35 am Silver leverage is strong here; beta cuts both ways though. Reply
Amelia E. Smith on February 2, 2026 3:35 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
John White on February 2, 2026 3:36 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Mike G.
By Mike G.
38 Comments
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.
I like the balance sheet here—less leverage than peers.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Interesting update on Closing shop?. Curious how the grades will trend next quarter.
Nice to see insider buying—usually a good signal in this space.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.