Amelia Lopez on October 1, 2026 3:16 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Miller on October 1, 2026 3:17 pm If AISC keeps dropping, this becomes investable for me. Reply
Isabella Jones on October 1, 2026 3:18 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Davis on October 1, 2026 3:19 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Lopez on October 1, 2026 3:19 pm If AISC keeps dropping, this becomes investable for me. Reply
Noah White on October 1, 2026 3:20 pm Nice to see insider buying—usually a good signal in this space. Reply
Olivia Smith on October 1, 2026 3:20 pm If AISC keeps dropping, this becomes investable for me. Reply
Jennifer U. Johnson on October 1, 2026 3:21 pm I like the balance sheet here—less leverage than peers. Reply
Elijah L. White on October 1, 2026 3:22 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Johnson on October 1, 2026 3:23 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Taylor on October 1, 2026 3:24 pm Exploration results look promising, but permitting will be the key risk. Reply
Liam B. Davis on October 1, 2026 3:24 pm I like the balance sheet here—less leverage than peers. Reply
Elijah X. Brown on October 1, 2026 3:27 pm I like the balance sheet here—less leverage than peers. Reply
Lucas B. Smith on October 1, 2026 3:28 pm Interesting update on He Entered a Mexican Red Light District Controlled by Cartels. Curious how the grades will trend next quarter. Reply
Oliver Martin on October 1, 2026 3:28 pm Nice to see insider buying—usually a good signal in this space. Reply
John Garcia on October 1, 2026 3:28 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Brown on October 1, 2026 3:28 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer B. Jackson on October 1, 2026 3:29 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
39 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
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.
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.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
Interesting update on He Entered a Mexican Red Light District Controlled by Cartels. Curious how the grades will trend next quarter.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.