Amelia Thompson on October 6, 2026 10:42 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Smith on October 6, 2026 10:42 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Lopez on October 6, 2026 10:43 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth N. Lopez on October 6, 2026 10:44 pm I like the balance sheet here—less leverage than peers. Reply
Noah Garcia on October 6, 2026 10:44 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver Martin on October 6, 2026 10:45 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Thompson on October 6, 2026 10:46 pm Interesting update on Erik Prince & Erik Bethel – The China / Taiwan Conflict | SRS #209. Curious how the grades will trend next quarter. Reply
Jennifer D. Johnson on October 6, 2026 10:46 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Smith on October 6, 2026 10:47 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Jackson on October 6, 2026 10:47 pm Nice to see insider buying—usually a good signal in this space. Reply
James Lee on October 6, 2026 10:48 pm Exploration results look promising, but permitting will be the key risk. Reply
William Davis on October 6, 2026 10:49 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Hernandez on October 6, 2026 10:53 pm Silver leverage is strong here; beta cuts both ways though. Reply
30 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.
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.
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
Interesting update on Erik Prince & Erik Bethel – The China / Taiwan Conflict | SRS #209. Curious how the grades will trend next quarter.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.