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From Fort Bragg to Desert Storm: The Origins of the GWOT
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
24 Comments
Exploration results look promising, but permitting will be the key risk.
Interesting update on From Fort Bragg to Desert Storm: The Origins of the GWOT. Curious how the grades will trend next quarter.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
I like the balance sheet here—less leverage than peers.
Exploration results look promising, but permitting will be the key risk.
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.
Nice to see insider buying—usually a good signal in this space.
Production mix shifting toward Videos might help margins if metals stay firm.
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.