Mary Rodriguez on October 18, 2026 7:56 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah Q. Smith on October 18, 2026 7:56 am Silver leverage is strong here; beta cuts both ways though. Reply
Linda Garcia on October 18, 2026 7:56 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Taylor on October 18, 2026 7:57 am Silver leverage is strong here; beta cuts both ways though. Reply
Robert Williams on October 18, 2026 7:58 am Exploration results look promising, but permitting will be the key risk. Reply
Ava C. Thompson on October 18, 2026 7:58 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Williams on October 18, 2026 8:00 am Nice to see insider buying—usually a good signal in this space. Reply
Robert Jones on October 18, 2026 8:01 am I like the balance sheet here—less leverage than peers. Reply
Linda Davis on October 18, 2026 8:01 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Rodriguez on October 18, 2026 8:02 am Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Lee on October 18, 2026 8:04 am Interesting update on Delta Force Dog Tackles Su*cide Bomber. Curious how the grades will trend next quarter. Reply
Lucas Martin on October 18, 2026 8:07 am Exploration results look promising, but permitting will be the key risk. Reply
John A. Johnson on October 18, 2026 8:08 am I like the balance sheet here—less leverage than peers. Reply
Mary Taylor on October 18, 2026 8:08 am I like the balance sheet here—less leverage than peers. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
25 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
I like the balance sheet here—less leverage than peers.
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.
Interesting update on Delta Force Dog Tackles Su*cide Bomber. Curious how the grades will trend next quarter.
Exploration results look promising, but permitting will be the key risk.
I like the balance sheet here—less leverage than peers.
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.