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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
24 Comments
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Uranium names keep pushing higher—supply still tight into 2026.
I like the balance sheet here—less leverage than peers.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Nice to see insider buying—usually a good signal in this space.
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.
Exploration results look promising, but permitting will be the key risk.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.