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How the U.S. Could Have Stopped Russia in 2004
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
Watch full video on YouTube
27 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Interesting update on How the U.S. Could Have Stopped Russia in 2004. 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.
Interesting update on How the U.S. Could Have Stopped Russia in 2004. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
I like the balance sheet here—less leverage than peers.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
Interesting update on How the U.S. Could Have Stopped Russia in 2004. Curious how the grades will trend next quarter.
Interesting update on How the U.S. Could Have Stopped Russia in 2004. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.