Steve Robinson – What If China’s Secret Weapon Was Sold at Your Local Gas Station | SRS #243October 28, 2026
James Jackson on October 28, 2026 6:07 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Jones on October 28, 2026 6:08 pm Exploration results look promising, but permitting will be the key risk. Reply
Patricia Martinez on October 28, 2026 6:08 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert R. Johnson on October 28, 2026 6:14 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Martinez on October 28, 2026 6:15 pm Nice to see insider buying—usually a good signal in this space. Reply
Jennifer Rodriguez on October 28, 2026 6:16 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Williams on October 28, 2026 6:16 pm I like the balance sheet here—less leverage than peers. Reply
Linda Smith on October 28, 2026 6:17 pm Silver leverage is strong here; beta cuts both ways though. Reply
Michael Martin on October 28, 2026 6:17 pm Interesting update on Covert Operations in Pakistan: The CIA Insider Who Says the U.S. Left Its Own People to Die. Curious how the grades will trend next quarter. Reply
Oliver M. Hernandez on October 28, 2026 6:20 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Hernandez on October 28, 2026 6:20 pm I like the balance sheet here—less leverage than peers. Reply
Elijah T. Miller on October 28, 2026 6:21 pm If AISC keeps dropping, this becomes investable for me. Reply
William Smith on October 28, 2026 6:21 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
34 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Interesting update on Covert Operations in Pakistan: The CIA Insider Who Says the U.S. Left Its Own People to Die. Curious how the grades will trend next quarter.
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.
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.
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
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.