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Patricia C. Rodriguez on October 12, 2026 8:14 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert White on October 12, 2026 8:16 pm Exploration results look promising, but permitting will be the key risk. Reply
James Jackson on October 12, 2026 8:16 pm Exploration results look promising, but permitting will be the key risk. Reply
Linda Jackson on October 12, 2026 8:17 pm Silver leverage is strong here; beta cuts both ways though. Reply
James E. Thomas on October 12, 2026 8:18 pm Nice to see insider buying—usually a good signal in this space. Reply
Olivia Jackson on October 12, 2026 8:18 pm If AISC keeps dropping, this becomes investable for me. Reply
Emma Lee on October 12, 2026 8:19 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Jones on October 12, 2026 8:20 pm Interesting update on Danger Close | The Fourth Option Podcast: Derek Benner. Curious how the grades will trend next quarter. Reply
Michael Moore on October 12, 2026 8:20 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Liam Smith on October 12, 2026 8:21 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma J. White on October 12, 2026 8:21 pm Interesting update on Danger Close | The Fourth Option Podcast: Derek Benner. Curious how the grades will trend next quarter. Reply
William Rodriguez on October 12, 2026 8:22 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Thomas on October 12, 2026 8:23 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Smith on October 12, 2026 8:24 pm I like the balance sheet here—less leverage than peers. Reply
Liam G. Taylor on October 12, 2026 8:24 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert W. Thompson on October 12, 2026 8:26 pm Nice to see insider buying—usually a good signal in this space. Reply
John Brown on October 12, 2026 8:27 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Garcia on October 12, 2026 8:28 pm Interesting update on Danger Close | The Fourth Option Podcast: Derek Benner. Curious how the grades will trend next quarter. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
33 Comments
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.
Silver leverage is strong here; beta cuts both ways though.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Interesting update on Danger Close | The Fourth Option Podcast: Derek Benner. 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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Interesting update on Danger Close | The Fourth Option Podcast: Derek Benner. Curious how the grades will trend next quarter.
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.
I like the balance sheet here—less leverage than peers.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on Danger Close | The Fourth Option Podcast: Derek Benner. Curious how the grades will trend next quarter.