Emma Thompson on August 1, 2026 7:17 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver X. Moore on August 1, 2026 7:18 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary Rodriguez on August 1, 2026 7:19 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Ava O. Lee on August 1, 2026 7:20 am Exploration results look promising, but permitting will be the key risk. Reply
Amelia Miller on August 1, 2026 7:26 am If AISC keeps dropping, this becomes investable for me. Reply
Mary Jackson on August 1, 2026 7:26 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Miller on August 1, 2026 7:28 am Exploration results look promising, but permitting will be the key risk. Reply
James Moore on August 1, 2026 7:29 am Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Smith on August 1, 2026 7:30 am Nice to see insider buying—usually a good signal in this space. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
22 Comments
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.
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.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
I like the balance sheet here—less leverage than peers.
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.
Silver leverage is strong here; beta cuts both ways though.
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.