OpenAI Says Its Models Engaged With US Government Websites in New Model Misbehavior DisclosureSeptember 27, 2026
John Johnson on July 26, 2026 4:01 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Garcia on July 26, 2026 4:01 pm Exploration results look promising, but permitting will be the key risk. Reply
Linda Z. Miller on July 26, 2026 4:04 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver Martin on July 26, 2026 4:05 pm Exploration results look promising, but permitting will be the key risk. Reply
John Thomas on July 26, 2026 4:06 pm Interesting update on Duty Grade Rifles: Why The Geissele URGI and Super Duty Punch Way Above Their Price. Curious how the grades will trend next quarter. Reply
Jennifer Smith on July 26, 2026 4:06 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Davis on July 26, 2026 4:07 pm Nice to see insider buying—usually a good signal in this space. Reply
Oliver Thompson on July 26, 2026 4:07 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael G. Thompson on July 26, 2026 4:09 pm I like the balance sheet here—less leverage than peers. Reply
Mary Thomas on July 26, 2026 4:09 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Johnson on July 26, 2026 4:10 pm Exploration results look promising, but permitting will be the key risk. Reply
Amelia Johnson on July 26, 2026 4:11 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Williams on July 26, 2026 4:11 pm Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Thompson on July 26, 2026 4:14 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary Taylor on July 26, 2026 4:14 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
32 Comments
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.
If AISC keeps dropping, this becomes investable for me.
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.
If AISC keeps dropping, this becomes investable for me.
Interesting update on Duty Grade Rifles: Why The Geissele URGI and Super Duty Punch Way Above Their Price. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
I like the balance sheet here—less leverage than peers.
Uranium names keep pushing higher—supply still tight into 2026.
Exploration results look promising, but permitting will be the key risk.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.