Michael Miller on October 31, 2026 5:40 am If AISC keeps dropping, this becomes investable for me. Reply
Emma Smith on October 31, 2026 5:40 am Interesting update on How Many Rounds Will A 400 Dollar AR-15 Last?. Curious how the grades will trend next quarter. Reply
William Taylor on October 31, 2026 5:40 am Interesting update on How Many Rounds Will A 400 Dollar AR-15 Last?. Curious how the grades will trend next quarter. Reply
Linda Q. White on October 31, 2026 5:40 am I like the balance sheet here—less leverage than peers. Reply
William Jones on October 31, 2026 5:41 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Lucas Davis on October 31, 2026 5:43 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella White on October 31, 2026 5:43 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Jones on October 31, 2026 5:44 am I like the balance sheet here—less leverage than peers. Reply
Emma Smith on October 31, 2026 5:45 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Hernandez on October 31, 2026 5:45 am Interesting update on How Many Rounds Will A 400 Dollar AR-15 Last?. Curious how the grades will trend next quarter. Reply
Noah Thompson on October 31, 2026 5:46 am Silver leverage is strong here; beta cuts both ways though. Reply
Michael O. Johnson on October 31, 2026 5:47 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Rodriguez on October 31, 2026 5:47 am Interesting update on How Many Rounds Will A 400 Dollar AR-15 Last?. Curious how the grades will trend next quarter. Reply
Oliver Garcia on October 31, 2026 5:50 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Garcia on October 31, 2026 5:50 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah Smith on October 31, 2026 5:51 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Martinez on October 31, 2026 5:51 am Exploration results look promising, but permitting will be the key risk. Reply
William Lopez on October 31, 2026 5:52 am Nice to see insider buying—usually a good signal in this space. Reply
John Johnson on October 31, 2026 5:52 am Uranium names keep pushing higher—supply still tight into 2026. Reply
By Garand Thumb
By Garand Thumb
By Garand Thumb
47 Comments
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on How Many Rounds Will A 400 Dollar AR-15 Last?. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Interesting update on How Many Rounds Will A 400 Dollar AR-15 Last?. Curious how the grades will trend next quarter.
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.
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.
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.
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.
Interesting update on How Many Rounds Will A 400 Dollar AR-15 Last?. Curious how the grades will trend next quarter.
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.
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.
Interesting update on How Many Rounds Will A 400 Dollar AR-15 Last?. Curious how the grades will trend next quarter.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Nice to see insider buying—usually a good signal in this space.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.