Patricia Moore on October 9, 2026 1:13 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Jones on October 9, 2026 1:15 am Interesting update on Danger Close | THE CAULDRON | Simon Sebag Montefiore. Curious how the grades will trend next quarter. Reply
Jennifer R. Williams on October 9, 2026 1:16 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Ava Rodriguez on October 9, 2026 1:16 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Rodriguez on October 9, 2026 1:18 am Exploration results look promising, but permitting will be the key risk. Reply
Ava Lee on October 9, 2026 1:19 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Smith on October 9, 2026 1:19 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Hernandez on October 9, 2026 1:21 am If AISC keeps dropping, this becomes investable for me. Reply
John Garcia on October 9, 2026 1:22 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Liam Lee on October 9, 2026 1:22 am Silver leverage is strong here; beta cuts both ways though. Reply
Isabella U. Williams on October 9, 2026 1:23 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Jackson on October 9, 2026 1:24 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma S. Smith on October 9, 2026 1:25 am If AISC keeps dropping, this becomes investable for me. Reply
Oliver Hernandez on October 9, 2026 1:26 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah White on October 9, 2026 1:26 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Brown on October 9, 2026 1:26 am Nice to see insider buying—usually a good signal in this space. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
35 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Interesting update on Danger Close | THE CAULDRON | Simon Sebag Montefiore. Curious how the grades will trend next quarter.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Exploration results look promising, but permitting will be the key risk.
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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.