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Amelia Lopez on October 5, 2026 8:39 pm Exploration results look promising, but permitting will be the key risk. Reply
Isabella White on October 5, 2026 8:39 pm Silver leverage is strong here; beta cuts both ways though. Reply
John Miller on October 5, 2026 8:41 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William L. Rodriguez on October 5, 2026 8:41 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James Martinez on October 5, 2026 8:41 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Smith on October 5, 2026 8:43 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Olivia Johnson on October 5, 2026 8:43 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Jones on October 5, 2026 8:44 pm Interesting update on Force Recon: Inside The Unit That Gave Birth To MARSOC. Curious how the grades will trend next quarter. Reply
Mary Jones on October 5, 2026 8:44 pm Exploration results look promising, but permitting will be the key risk. Reply
Lucas Garcia on October 5, 2026 8:45 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Rodriguez on October 5, 2026 8:45 pm Interesting update on Force Recon: Inside The Unit That Gave Birth To MARSOC. Curious how the grades will trend next quarter. Reply
Liam X. Martinez on October 5, 2026 8:45 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Martinez on October 5, 2026 8:46 pm If AISC keeps dropping, this becomes investable for me. Reply
Robert Martinez on October 5, 2026 8:46 pm I like the balance sheet here—less leverage than peers. Reply
Amelia Martinez on October 5, 2026 8:47 pm Nice to see insider buying—usually a good signal in this space. Reply
Linda C. Lee on October 5, 2026 8:47 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Hernandez on October 5, 2026 8:50 pm If AISC keeps dropping, this becomes investable for me. Reply
Amelia Jackson on October 5, 2026 8:51 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver Martinez on October 5, 2026 8:51 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Lopez on October 5, 2026 8:51 pm If AISC keeps dropping, this becomes investable for me. Reply
Lucas Lee on October 5, 2026 8:53 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
43 Comments
Exploration results look promising, but permitting will be the key risk.
Silver leverage is strong here; beta cuts both ways though.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Interesting update on Force Recon: Inside The Unit That Gave Birth To MARSOC. Curious how the grades will trend next quarter.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on Force Recon: Inside The Unit That Gave Birth To MARSOC. 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.
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.
I like the balance sheet here—less leverage than peers.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
If AISC keeps dropping, this becomes investable for me.
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.