John Jackson on July 27, 2026 6:36 pm Silver leverage is strong here; beta cuts both ways though. Reply
Noah Thomas on July 27, 2026 6:36 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary A. Williams on July 27, 2026 6:37 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Smith on July 27, 2026 6:38 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Taylor on July 27, 2026 6:43 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary Moore on July 27, 2026 6:45 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah W. Lopez on July 27, 2026 6:47 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah B. Lopez on July 27, 2026 6:48 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
18 Comments
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Uranium names keep pushing higher—supply still tight into 2026.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.