Oliver Thompson on August 1, 2026 9:54 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Thomas on August 1, 2026 9:54 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Thompson on August 1, 2026 9:54 am I like the balance sheet here—less leverage than peers. Reply
Michael Thompson on August 1, 2026 9:55 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Thompson on August 1, 2026 9:56 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam Martin on August 1, 2026 9:57 am Exploration results look promising, but permitting will be the key risk. Reply
Robert Williams on August 1, 2026 9:57 am Nice to see insider buying—usually a good signal in this space. Reply
Mary Williams on August 1, 2026 9:58 am If AISC keeps dropping, this becomes investable for me. Reply
Mary Thompson on August 1, 2026 10:00 am Nice to see insider buying—usually a good signal in this space. Reply
Lucas H. Moore on August 1, 2026 10:01 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver L. White on August 1, 2026 10:01 am If AISC keeps dropping, this becomes investable for me. Reply
Oliver Miller on August 1, 2026 10:02 am I like the balance sheet here—less leverage than peers. Reply
Mary Lopez on August 1, 2026 10:03 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Z. Lopez on August 1, 2026 10:04 am Exploration results look promising, but permitting will be the key risk. Reply
Noah D. White on August 1, 2026 10:04 am Interesting update on Does The 40 S&W Suck?. Curious how the grades will trend next quarter. Reply
Amelia Johnson on August 1, 2026 10:08 am Uranium names keep pushing higher—supply still tight into 2026. Reply
By Garand Thumb
By Garand Thumb
By Garand Thumb
32 Comments
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.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
I like the balance sheet here—less leverage than peers.
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.
Good point. Watching costs and grades closely.
Interesting update on Does The 40 S&W Suck?. Curious how the grades will trend next quarter.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.