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John Brown on October 18, 2026 7:17 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Martin on October 18, 2026 7:18 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Thomas on October 18, 2026 7:18 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava Garcia on October 18, 2026 7:18 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Davis on October 18, 2026 7:19 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Martinez on October 18, 2026 7:20 pm Silver leverage is strong here; beta cuts both ways though. Reply
William Johnson on October 18, 2026 7:21 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Johnson on October 18, 2026 7:22 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Martinez on October 18, 2026 7:22 pm Nice to see insider buying—usually a good signal in this space. Reply
John Davis on October 18, 2026 7:23 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah Jones on October 18, 2026 7:24 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Hernandez on October 18, 2026 7:24 pm Silver leverage is strong here; beta cuts both ways though. Reply
Liam Williams on October 18, 2026 7:25 pm Interesting update on Delta Force Selection: What They’re Really Looking For. Curious how the grades will trend next quarter. Reply
Emma Garcia on October 18, 2026 7:26 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William X. Moore on October 18, 2026 7:28 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary Taylor on October 18, 2026 7:28 pm Exploration results look promising, but permitting will be the key risk. Reply
William H. Martinez on October 18, 2026 7:28 pm If AISC keeps dropping, this becomes investable for me. Reply
Noah G. Taylor on October 18, 2026 7:28 pm I like the balance sheet here—less leverage than peers. Reply
Isabella Lopez on October 18, 2026 7:28 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Miller on October 18, 2026 7:29 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Moore on October 18, 2026 7:31 pm Interesting update on Delta Force Selection: What They’re Really Looking For. Curious how the grades will trend next quarter. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
39 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
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.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Production mix shifting toward Videos might help margins if metals stay firm.
Nice to see insider buying—usually a good signal in this space.
Uranium names keep pushing higher—supply still tight into 2026.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Interesting update on Delta Force Selection: What They’re Really Looking For. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Interesting update on Delta Force Selection: What They’re Really Looking For. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.