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Elijah Jackson on November 12, 2026 6:54 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Smith on November 12, 2026 6:55 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Johnson on November 12, 2026 6:56 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Ava Martin on November 12, 2026 6:57 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Martinez on November 12, 2026 6:57 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Jones on November 12, 2026 6:58 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella Z. Martin on November 12, 2026 7:00 pm Exploration results look promising, but permitting will be the key risk. Reply
John Brown on November 12, 2026 7:01 pm Exploration results look promising, but permitting will be the key risk. Reply
William P. Martinez on November 12, 2026 7:18 pm Good point. Watching costs and grades closely. Reply
Robert Smith on November 12, 2026 7:02 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael I. Williams on November 12, 2026 7:02 pm Exploration results look promising, but permitting will be the key risk. Reply
Emma Thomas on November 12, 2026 7:03 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Johnson on November 12, 2026 7:04 pm I like the balance sheet here—less leverage than peers. Reply
William Jackson on November 12, 2026 7:04 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Lopez on November 12, 2026 7:05 pm Exploration results look promising, but permitting will be the key risk. Reply
Isabella P. Thompson on November 12, 2026 7:44 pm Good point. Watching costs and grades closely. Reply
Olivia Hernandez on November 12, 2026 7:06 pm Interesting update on From Special Forces to Writing Children’s Books: Meet Chris Ryan. Curious how the grades will trend next quarter. Reply
Oliver Smith on November 12, 2026 7:07 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah Y. Thompson on November 12, 2026 7:07 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Martinez on November 12, 2026 7:07 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Brown on November 12, 2026 7:08 pm Nice to see insider buying—usually a good signal in this space. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
55 Comments
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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
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.
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.
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.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on From Special Forces to Writing Children’s Books: Meet Chris Ryan. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
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.