Isabella Z. Thomas on May 14, 2026 1:53 pm If AISC keeps dropping, this becomes investable for me. Reply
John Jones on May 14, 2026 1:53 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah Williams on May 14, 2026 1:53 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah V. Martin on May 14, 2026 1:54 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Davis on May 14, 2026 1:54 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Brown on May 14, 2026 1:54 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Miller on May 14, 2026 1:55 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah White on May 14, 2026 1:56 pm Nice to see insider buying—usually a good signal in this space. Reply
Michael P. Miller on May 14, 2026 1:57 pm Interesting update on Dave Berke: Fighting in Ramadi. Curious how the grades will trend next quarter. Reply
Amelia O. Martinez on May 14, 2026 1:58 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert D. Jackson on May 14, 2026 1:59 pm Interesting update on Dave Berke: Fighting in Ramadi. Curious how the grades will trend next quarter. Reply
Robert Thomas on May 14, 2026 2:01 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah Davis on May 14, 2026 2:02 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
31 Comments
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Interesting update on Dave Berke: Fighting in Ramadi. Curious how the grades will trend next quarter.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Interesting update on Dave Berke: Fighting in Ramadi. Curious how the grades will trend next quarter.
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.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.