Jennifer Thomas on November 2, 2026 12:47 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Moore on November 2, 2026 12:47 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Taylor on November 2, 2026 12:49 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael G. White on November 2, 2026 12:50 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Miller on November 2, 2026 12:51 pm Exploration results look promising, but permitting will be the key risk. Reply
William Williams on November 2, 2026 12:53 pm If AISC keeps dropping, this becomes investable for me. Reply
Linda Jones on November 2, 2026 12:54 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma C. Thompson on November 2, 2026 12:55 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Taylor on November 2, 2026 12:58 pm Interesting update on How To Navigate In The Wilderness (MAP AND COMPASS). Curious how the grades will trend next quarter. Reply
Isabella Thomas on November 2, 2026 12:58 pm Silver leverage is strong here; beta cuts both ways though. Reply
By Garand Thumb
By Garand Thumb
By Garand Thumb
27 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
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.
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.
Good point. Watching costs and grades closely.
Interesting update on How To Navigate In The Wilderness (MAP AND COMPASS). Curious how the grades will trend next quarter.
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.