Emma Moore on August 6, 2026 12:59 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Taylor on August 6, 2026 1:00 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Jones on August 6, 2026 1:00 pm Nice to see insider buying—usually a good signal in this space. Reply
Elijah Martin on August 6, 2026 1:03 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James C. Smith on August 6, 2026 1:03 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Hernandez on August 6, 2026 1:04 pm I like the balance sheet here—less leverage than peers. Reply
Lucas E. Williams on August 6, 2026 1:04 pm I like the balance sheet here—less leverage than peers. Reply
Mary P. Taylor on August 6, 2026 1:05 pm Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth M. Smith on August 6, 2026 1:05 pm Interesting update on Empire of Ashes. Curious how the grades will trend next quarter. Reply
Jennifer Brown on August 6, 2026 1:05 pm If AISC keeps dropping, this becomes investable for me. Reply
James F. Garcia on August 6, 2026 1:05 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Lopez on August 6, 2026 1:05 pm Exploration results look promising, but permitting will be the key risk. Reply
Lucas Martin on August 6, 2026 1:06 pm Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Y. Martinez on August 6, 2026 1:08 pm Interesting update on Empire of Ashes. Curious how the grades will trend next quarter. Reply
Michael Johnson on August 6, 2026 1:10 pm Interesting update on Empire of Ashes. Curious how the grades will trend next quarter. Reply
James Williams on August 6, 2026 1:11 pm If AISC keeps dropping, this becomes investable for me. Reply
William Williams on August 6, 2026 1:12 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Linda Miller on August 6, 2026 1:13 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
42 Comments
Silver leverage is strong here; beta cuts both ways though.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
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.
Good point. Watching costs and grades closely.
Interesting update on Empire of Ashes. Curious how the grades will trend next quarter.
If AISC keeps dropping, this becomes investable for me.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Interesting update on Empire of Ashes. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Empire of Ashes. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
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.