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Elizabeth Moore on November 1, 2026 2:52 am If AISC keeps dropping, this becomes investable for me. Reply
Michael Thompson on November 1, 2026 2:53 am I like the balance sheet here—less leverage than peers. Reply
Isabella C. Thompson on November 1, 2026 3:57 am Good point. Watching costs and grades closely. Reply
Robert Lopez on November 1, 2026 2:54 am Interesting update on Dan Crenshaw Confronted By Nick Tran | Ep. 273. Curious how the grades will trend next quarter. Reply
Isabella Thomas on November 1, 2026 2:55 am I like the balance sheet here—less leverage than peers. Reply
Oliver Lopez on November 1, 2026 2:56 am Silver leverage is strong here; beta cuts both ways though. Reply
Linda T. Jones on November 1, 2026 2:56 am If AISC keeps dropping, this becomes investable for me. Reply
James Taylor on November 1, 2026 2:56 am Interesting update on Dan Crenshaw Confronted By Nick Tran | Ep. 273. Curious how the grades will trend next quarter. Reply
Noah Smith on November 1, 2026 2:57 am Interesting update on Dan Crenshaw Confronted By Nick Tran | Ep. 273. Curious how the grades will trend next quarter. Reply
Liam White on November 1, 2026 2:57 am Nice to see insider buying—usually a good signal in this space. Reply
Mary Martin on November 1, 2026 2:58 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Martin on November 1, 2026 2:58 am Exploration results look promising, but permitting will be the key risk. Reply
James Jackson on November 1, 2026 3:01 am Exploration results look promising, but permitting will be the key risk. Reply
Oliver Rodriguez on November 1, 2026 3:01 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Miller on November 1, 2026 3:01 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Miller on November 1, 2026 3:02 am Exploration results look promising, but permitting will be the key risk. Reply
William J. Smith on November 1, 2026 3:04 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Moore on November 1, 2026 3:04 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Brown on November 1, 2026 3:05 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Davis on November 1, 2026 3:06 am If AISC keeps dropping, this becomes investable for me. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
43 Comments
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Dan Crenshaw Confronted By Nick Tran | Ep. 273. Curious how the grades will trend next quarter.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Interesting update on Dan Crenshaw Confronted By Nick Tran | Ep. 273. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Dan Crenshaw Confronted By Nick Tran | Ep. 273. Curious how the grades will trend next quarter.
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.
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.
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.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
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.
If AISC keeps dropping, this becomes investable for me.