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Delta Force Operator Reveals Why the War in Iran Was Inevitable | Mike Drop Episode 244
By Mike Ritland
By Mike Ritland
By Mike Ritland
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25 Comments
Interesting update on Delta Force Operator Reveals Why the War in Iran Was Inevitable | Mike Drop Episode 244. 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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Silver leverage is strong here; beta cuts both ways though.
Exploration results look promising, but permitting will be the key risk.
Silver leverage is strong here; beta cuts both ways though.