Elizabeth Davis on October 4, 2026 7:47 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Hernandez on October 4, 2026 7:47 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah R. Davis on October 4, 2026 7:48 pm Nice to see insider buying—usually a good signal in this space. Reply
Oliver Martinez on October 4, 2026 7:48 pm Interesting update on Delta Force Selection: Officer vs Enlisted – What’s the Difference?. Curious how the grades will trend next quarter. Reply
Elijah Garcia on October 4, 2026 7:49 pm I like the balance sheet here—less leverage than peers. Reply
Elizabeth Hernandez on October 4, 2026 7:50 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
William Smith on October 4, 2026 7:51 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Jones on October 4, 2026 7:51 pm Silver leverage is strong here; beta cuts both ways though. Reply
Robert Williams on October 4, 2026 7:51 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Lopez on October 4, 2026 7:53 pm Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Taylor on October 4, 2026 7:55 pm Nice to see insider buying—usually a good signal in this space. Reply
Patricia Brown on October 4, 2026 7:58 pm If AISC keeps dropping, this becomes investable for me. Reply
John M. Jones on October 4, 2026 7:58 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Thompson on October 4, 2026 7:59 pm Exploration results look promising, but permitting will be the key risk. Reply
Liam Davis on October 4, 2026 8:00 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Moore on October 4, 2026 8:01 pm If AISC keeps dropping, this becomes investable for me. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
30 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Interesting update on Delta Force Selection: Officer vs Enlisted – What’s the Difference?. Curious how the grades will trend next quarter.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Silver leverage is strong here; beta cuts both ways though.
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.
Silver leverage is strong here; beta cuts both ways though.
Nice to see insider buying—usually a good signal in this space.
If AISC keeps dropping, this becomes investable for me.
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.
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.
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.