Elizabeth Johnson on June 29, 2026 8:31 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Z. Thomas on June 29, 2026 8:33 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Martin on June 29, 2026 8:36 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Jackson on June 29, 2026 8:37 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth P. Thompson on June 29, 2026 8:39 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia O. Davis on June 29, 2026 8:44 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Johnson on June 29, 2026 8:44 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Jones on June 29, 2026 8:44 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By Line45
By Line45
23 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
Good point. Watching costs and grades closely.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.