Lucas Garcia on October 31, 2026 10:29 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Johnson on October 31, 2026 10:29 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Thompson on October 31, 2026 10:32 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver Jones on October 31, 2026 10:32 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Garcia on October 31, 2026 10:32 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Garcia on October 31, 2026 10:33 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver Williams on October 31, 2026 10:33 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Jones on October 31, 2026 10:36 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Jones on October 31, 2026 10:36 pm Interesting update on How Many Rounds Will This 900 Dollar AK Krink Last?. Curious how the grades will trend next quarter. Reply
Emma L. Martinez on October 31, 2026 10:38 pm If AISC keeps dropping, this becomes investable for me. Reply
Michael F. Davis on October 31, 2026 10:38 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver O. Jones on October 31, 2026 10:39 pm I like the balance sheet here—less leverage than peers. Reply
William Lopez on October 31, 2026 10:39 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Jackson on October 31, 2026 10:39 pm Silver leverage is strong here; beta cuts both ways though. Reply
John C. Jackson on October 31, 2026 10:39 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Thompson on October 31, 2026 10:40 pm Nice to see insider buying—usually a good signal in this space. Reply
Isabella Williams on October 31, 2026 10:40 pm Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Brown on October 31, 2026 10:41 pm If AISC keeps dropping, this becomes investable for me. Reply
Mary White on October 31, 2026 10:41 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Jones on October 31, 2026 10:42 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Moore on October 31, 2026 10:42 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Jackson on October 31, 2026 10:43 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
By Garand Thumb
By Garand Thumb
By Garand Thumb
45 Comments
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Interesting update on How Many Rounds Will This 900 Dollar AK Krink Last?. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Exploration results look promising, but permitting will be the key risk.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.