Isabella V. Jackson on March 4, 2026 5:21 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas R. Williams on March 4, 2026 5:22 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Martinez on March 4, 2026 5:22 pm I like the balance sheet here—less leverage than peers. Reply
Elizabeth Hernandez on March 4, 2026 5:24 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Lopez on March 4, 2026 5:31 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia Garcia on March 4, 2026 5:32 pm Exploration results look promising, but permitting will be the key risk. Reply
William Martin on March 4, 2026 5:32 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Martinez on March 4, 2026 5:32 pm If AISC keeps dropping, this becomes investable for me. Reply
Amelia Martinez on March 4, 2026 5:33 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
20 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
If AISC keeps dropping, this becomes investable for me.
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.
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.
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.
Good point. Watching costs and grades closely.