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From Saddam Hussain to Iran: The Same Intel Failures Are Happening Again?
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
36 Comments
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
I like the balance sheet here—less leverage than peers.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Exploration results look promising, but permitting will be the key risk.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
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.
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.
Good point. Watching costs and grades closely.
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.
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on From Saddam Hussain to Iran: The Same Intel Failures Are Happening Again?. Curious how the grades will trend next quarter.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.