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Former BUD/S Commander Reveals Why He Was Willing to Lose His Trident | Ep. 311
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
42 Comments
I like the balance sheet here—less leverage than peers.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Interesting update on Former BUD/S Commander Reveals Why He Was Willing to Lose His Trident | Ep. 311. Curious how the grades will trend next quarter.
Uranium names keep pushing higher—supply still tight into 2026.
I like the balance sheet here—less leverage than peers.
Silver leverage is strong here; beta cuts both ways though.
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.
If AISC keeps dropping, this becomes investable for me.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Nice to see insider buying—usually a good signal in this space.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Interesting update on Former BUD/S Commander Reveals Why He Was Willing to Lose His Trident | Ep. 311. 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.
Interesting update on Former BUD/S Commander Reveals Why He Was Willing to Lose His Trident | Ep. 311. Curious how the grades will trend next quarter.
Interesting update on Former BUD/S Commander Reveals Why He Was Willing to Lose His Trident | Ep. 311. Curious how the grades will trend next quarter.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.