Patricia Jackson on October 14, 2026 9:29 am I like the balance sheet here—less leverage than peers. Reply
Patricia Lopez on October 14, 2026 9:30 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Martinez on October 14, 2026 9:30 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth E. Lopez on October 14, 2026 9:36 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Thompson on October 14, 2026 9:38 am I like the balance sheet here—less leverage than peers. Reply
Michael Thompson on October 14, 2026 9:38 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Jackson on October 14, 2026 9:39 am Interesting update on How Tier One Operators Reacted in the First Moments of 9/11. Curious how the grades will trend next quarter. Reply
Elijah Smith on October 14, 2026 9:40 am If AISC keeps dropping, this becomes investable for me. Reply
Isabella O. Taylor on October 14, 2026 9:40 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Williams on October 14, 2026 9:41 am Nice to see insider buying—usually a good signal in this space. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
22 Comments
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.
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.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
Good point. Watching costs and grades closely.
Interesting update on How Tier One Operators Reacted in the First Moments of 9/11. Curious how the grades will trend next quarter.
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.
Nice to see insider buying—usually a good signal in this space.