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Delta Force Operator Reveals Why the War in Iran Was Inevitable | Mike Drop Episode 244
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37 Comments
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.
Exploration results look promising, but permitting will be the key risk.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
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.
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.
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.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.