Liam Moore on January 29, 2026 3:20 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah Miller on January 29, 2026 3:21 pm Exploration results look promising, but permitting will be the key risk. Reply
Patricia Q. Garcia on January 29, 2026 3:23 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah T. Brown on January 29, 2026 3:24 pm Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Garcia on January 29, 2026 3:26 pm If AISC keeps dropping, this becomes investable for me. Reply
Michael Davis on January 29, 2026 3:27 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah A. Lopez on January 29, 2026 3:27 pm If AISC keeps dropping, this becomes investable for me. Reply
Noah Rodriguez on January 29, 2026 3:28 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Davis on January 29, 2026 3:28 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Williams on January 29, 2026 3:30 pm Silver leverage is strong here; beta cuts both ways though. Reply
Michael Thomas on January 29, 2026 3:30 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Brown on January 29, 2026 3:30 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Smith on January 29, 2026 3:30 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Ava Rodriguez on January 29, 2026 3:30 pm Exploration results look promising, but permitting will be the key risk. Reply
Amelia Jackson on January 29, 2026 3:31 pm Silver leverage is strong here; beta cuts both ways though. Reply
Oliver E. Thomas on January 29, 2026 3:31 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
34 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
If AISC keeps dropping, this becomes investable for me.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.