Linda Martinez on November 9, 2026 9:50 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert W. Garcia on November 9, 2026 9:51 pm Silver leverage is strong here; beta cuts both ways though. Reply
Noah T. Lee on November 9, 2026 9:52 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Ava Miller on November 9, 2026 9:52 pm Interesting update on Delta Force Operator Breaks Silence on the Middle East Conflict. Curious how the grades will trend next quarter. Reply
James Martin on November 9, 2026 9:54 pm Silver leverage is strong here; beta cuts both ways though. Reply
Liam Johnson on November 9, 2026 9:56 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Garcia on November 9, 2026 9:57 pm I like the balance sheet here—less leverage than peers. Reply
Jennifer Hernandez on November 9, 2026 9:57 pm Silver leverage is strong here; beta cuts both ways though. Reply
Robert Williams on November 9, 2026 9:57 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Hernandez on November 9, 2026 9:58 pm Exploration results look promising, but permitting will be the key risk. Reply
Lucas Lee on November 9, 2026 9:59 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Johnson on November 9, 2026 9:59 pm I like the balance sheet here—less leverage than peers. Reply
Emma Jones on November 9, 2026 10:01 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Williams on November 9, 2026 10:01 pm Exploration results look promising, but permitting will be the key risk. Reply
Robert Thomas on November 9, 2026 10:01 pm Nice to see insider buying—usually a good signal in this space. Reply
Patricia Jones on November 9, 2026 10:02 pm Nice to see insider buying—usually a good signal in this space. Reply
Elijah Garcia on November 9, 2026 10:03 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Thomas on November 9, 2026 10:03 pm Interesting update on Delta Force Operator Breaks Silence on the Middle East Conflict. Curious how the grades will trend next quarter. Reply
Mary Martin on November 9, 2026 10:03 pm Silver leverage is strong here; beta cuts both ways though. Reply
Emma A. Jones on November 9, 2026 10:04 pm I like the balance sheet here—less leverage than peers. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
42 Comments
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.
Interesting update on Delta Force Operator Breaks Silence on the Middle East Conflict. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Exploration results look promising, but permitting will be the key risk.
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.
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.
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.
Nice to see insider buying—usually a good signal in this space.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on Delta Force Operator Breaks Silence on the Middle East Conflict. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.