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Guns, Drugs, and Hollywood Lies: David Packouz’s Untold “War Dogs” Confessions | Ep. 249
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
26 Comments
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
Interesting update on Guns, Drugs, and Hollywood Lies: David Packouz’s Untold “War Dogs” Confessions | Ep. 249. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Interesting update on Guns, Drugs, and Hollywood Lies: David Packouz’s Untold “War Dogs” Confessions | Ep. 249. Curious how the grades will trend next quarter.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
Interesting update on Guns, Drugs, and Hollywood Lies: David Packouz’s Untold “War Dogs” Confessions | Ep. 249. Curious how the grades will trend next quarter.
Uranium names keep pushing higher—supply still tight into 2026.