Liam Johnson on October 30, 2026 12:08 pm If AISC keeps dropping, this becomes investable for me. Reply
Patricia Hernandez on October 30, 2026 12:08 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Davis on October 30, 2026 12:08 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Jackson on October 30, 2026 12:09 pm Nice to see insider buying—usually a good signal in this space. Reply
Oliver Lopez on October 30, 2026 12:10 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Martinez on October 30, 2026 12:10 pm Exploration results look promising, but permitting will be the key risk. Reply
Amelia Hernandez on October 30, 2026 12:11 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Moore on October 30, 2026 12:12 pm Silver leverage is strong here; beta cuts both ways though. Reply
Emma Thomas on October 30, 2026 12:12 pm I like the balance sheet here—less leverage than peers. Reply
Elijah Johnson on October 30, 2026 12:13 pm Exploration results look promising, but permitting will be the key risk. Reply
William Davis on October 30, 2026 12:17 pm Nice to see insider buying—usually a good signal in this space. Reply
Olivia Moore on October 30, 2026 12:17 pm Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Rodriguez on October 30, 2026 12:20 pm Nice to see insider buying—usually a good signal in this space. Reply
James Martinez on October 30, 2026 12:20 pm Interesting update on How Deadly Is 300 Blackout?. Curious how the grades will trend next quarter. Reply
By Garand Thumb
By Garand Thumb
By Garand Thumb
35 Comments
If AISC keeps dropping, this becomes investable for me.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
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.
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.
Interesting update on How Deadly Is 300 Blackout?. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.