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From Recon to DEVGRU: What it Takes to Operate at the Tip of the Spear | Ep. 304
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
15 Comments
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Production mix shifting toward Videos might help margins if metals stay firm.
Silver leverage is strong here; beta cuts both ways though.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Interesting update on From Recon to DEVGRU: What it Takes to Operate at the Tip of the Spear | Ep. 304. Curious how the grades will trend next quarter.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Exploration results look promising, but permitting will be the key risk.