Amelia D. Davis on October 30, 2026 3:13 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Taylor on October 30, 2026 3:14 pm If AISC keeps dropping, this becomes investable for me. Reply
William Miller on October 30, 2026 3:15 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Thompson on October 30, 2026 3:15 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Moore on October 30, 2026 3:16 pm Interesting update on How Effective are Exploding Slugs and Coinshot?. Curious how the grades will trend next quarter. Reply
Michael Miller on October 30, 2026 3:16 pm If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth Williams on October 30, 2026 3:17 pm Silver leverage is strong here; beta cuts both ways though. Reply
Emma Smith on October 30, 2026 3:17 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Brown on October 30, 2026 3:19 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Jackson on October 30, 2026 3:19 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth O. Davis on October 30, 2026 3:20 pm Exploration results look promising, but permitting will be the key risk. Reply
Isabella E. Martinez on October 30, 2026 3:24 pm Good point. Watching costs and grades closely. Reply
Oliver Moore on October 30, 2026 3:20 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Moore on October 30, 2026 3:20 pm Silver leverage is strong here; beta cuts both ways though. Reply
Amelia Miller on October 30, 2026 3:21 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver Thompson on October 30, 2026 3:23 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver White on October 30, 2026 3:23 pm I like the balance sheet here—less leverage than peers. Reply
Linda Hernandez on October 30, 2026 3:24 pm I like the balance sheet here—less leverage than peers. Reply
Liam Jackson on October 30, 2026 3:26 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Brown on October 30, 2026 3:27 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Taylor on October 30, 2026 3:27 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By Garand Thumb
By Garand Thumb
By Garand Thumb
43 Comments
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
The cost guidance is better than expected. If they deliver, the stock could rerate.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Interesting update on How Effective are Exploding Slugs and Coinshot?. Curious how the grades will trend next quarter.
If AISC keeps dropping, this becomes investable for me.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.