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John D. Davis on October 21, 2026 2:08 pm Nice to see insider buying—usually a good signal in this space. Reply
Oliver Jones on October 21, 2026 2:08 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Rodriguez on October 21, 2026 2:09 pm I like the balance sheet here—less leverage than peers. Reply
Amelia Lopez on October 21, 2026 2:11 pm I like the balance sheet here—less leverage than peers. Reply
Elijah Davis on October 21, 2026 2:11 pm Exploration results look promising, but permitting will be the key risk. Reply
Robert U. Rodriguez on October 21, 2026 2:12 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Martin on October 21, 2026 2:13 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael V. Brown on October 21, 2026 2:13 pm If AISC keeps dropping, this becomes investable for me. Reply
Amelia Thomas on October 21, 2026 2:13 pm I like the balance sheet here—less leverage than peers. Reply
Olivia Lee on October 21, 2026 2:15 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Lucas T. Lee on October 21, 2026 2:17 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Hernandez on October 21, 2026 2:17 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Hernandez on October 21, 2026 2:19 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Taylor on October 21, 2026 2:21 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia G. Jackson on October 21, 2026 2:21 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
John Hernandez on October 21, 2026 2:21 pm Silver leverage is strong here; beta cuts both ways though. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
37 Comments
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.
I like the balance sheet here—less leverage than peers.
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.
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.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.