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Delta Force & SEAL Team 6 vs. Pablo Escobar: Why the Hunt Took 18 Months
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
42 Comments
Exploration results look promising, but permitting will be the key risk.
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.
Nice to see insider buying—usually a good signal in this space.
Uranium names keep pushing higher—supply still tight into 2026.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
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.
Exploration results look promising, but permitting will be the key risk.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
Interesting update on Delta Force & SEAL Team 6 vs. Pablo Escobar: Why the Hunt Took 18 Months. 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.