John Hernandez on September 30, 2026 6:25 pm If AISC keeps dropping, this becomes investable for me. Reply
Emma Miller on September 30, 2026 6:25 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Jackson on September 30, 2026 6:27 pm If AISC keeps dropping, this becomes investable for me. Reply
Robert Lopez on September 30, 2026 6:28 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary J. Davis on September 30, 2026 6:29 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Martinez on September 30, 2026 6:31 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Rodriguez on September 30, 2026 6:31 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Davis on September 30, 2026 6:33 pm Exploration results look promising, but permitting will be the key risk. Reply
Elijah Brown on September 30, 2026 6:33 pm Interesting update on F-15 Pilot Breaks Down Iran’s SECRET Missile Bunkers. Curious how the grades will trend next quarter. Reply
Emma Williams on September 30, 2026 6:33 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Williams on September 30, 2026 6:34 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Smith on September 30, 2026 6:34 pm Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Thomas on September 30, 2026 6:34 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer M. Martin on September 30, 2026 6:36 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
John Johnson on September 30, 2026 6:36 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth L. Martin on September 30, 2026 6:36 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Thomas on September 30, 2026 6:36 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Johnson on September 30, 2026 6:36 pm I like the balance sheet here—less leverage than peers. Reply
Isabella Lee on September 30, 2026 6:37 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Davis on September 30, 2026 6:38 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary Garcia on September 30, 2026 6:38 pm I like the balance sheet here—less leverage than peers. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
45 Comments
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Interesting update on F-15 Pilot Breaks Down Iran’s SECRET Missile Bunkers. Curious how the grades will trend next quarter.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.