Robert Martinez on August 4, 2026 1:24 pm Exploration results look promising, but permitting will be the key risk. Reply
Lucas Martinez on August 4, 2026 1:25 pm If AISC keeps dropping, this becomes investable for me. Reply
John Garcia on August 4, 2026 1:28 pm Interesting update on Fearless. Curious how the grades will trend next quarter. Reply
Olivia Jones on August 4, 2026 1:29 pm Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Thomas on August 4, 2026 1:31 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth W. Martinez on August 4, 2026 1:33 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Hernandez on August 4, 2026 1:33 pm Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Garcia on August 4, 2026 1:33 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia X. Martinez on August 4, 2026 1:36 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Williams on August 4, 2026 1:36 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Garcia on August 4, 2026 1:36 pm I like the balance sheet here—less leverage than peers. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
21 Comments
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.
If AISC keeps dropping, this becomes investable for me.
Interesting update on Fearless. Curious how the grades will trend next quarter.
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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Exploration results look promising, but permitting will be the key risk.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.