John Garcia on April 29, 2026 10:42 am Exploration results look promising, but permitting will be the key risk. Reply
Noah M. Rodriguez on April 29, 2026 10:43 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Hernandez on April 29, 2026 10:43 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Ava Rodriguez on April 29, 2026 10:44 am Interesting update on FAC Aircraft in Vietnam. Curious how the grades will trend next quarter. Reply
Oliver Q. White on April 29, 2026 10:47 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Martinez on April 29, 2026 10:47 am Exploration results look promising, but permitting will be the key risk. Reply
Amelia Miller on April 29, 2026 10:47 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Taylor on April 29, 2026 10:47 am Nice to see insider buying—usually a good signal in this space. Reply
Oliver Rodriguez on April 29, 2026 10:48 am Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Johnson on April 29, 2026 10:49 am Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Martin on April 29, 2026 10:50 am Interesting update on FAC Aircraft in Vietnam. Curious how the grades will trend next quarter. Reply
Elizabeth B. Hernandez on April 29, 2026 10:50 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Ava Johnson on April 29, 2026 10:52 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Taylor on April 29, 2026 10:53 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Martin on April 29, 2026 10:53 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver X. Rodriguez on April 29, 2026 10:54 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver A. Taylor on April 29, 2026 10:55 am If AISC keeps dropping, this becomes investable for me. Reply
Lucas Miller on April 29, 2026 10:55 am Silver leverage is strong here; beta cuts both ways though. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
38 Comments
Exploration results look promising, but permitting will be the key risk.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on FAC Aircraft in Vietnam. Curious how the grades will trend next quarter.
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.
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.
Exploration results look promising, but permitting will be the key risk.
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.
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.
Interesting update on FAC Aircraft in Vietnam. Curious how the grades will trend next quarter.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Silver leverage is strong here; beta cuts both ways though.