Delta Force Operator Reveals Why the War in Iran Was Inevitable | Mike Drop Episode 244October 30, 2025
Michael Martinez on October 27, 2025 2:27 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Taylor on October 27, 2025 2:28 pm Silver leverage is strong here; beta cuts both ways though. Reply
Noah Garcia on October 27, 2025 2:28 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Martinez on October 27, 2025 2:30 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Miller on October 27, 2025 2:30 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Linda Smith on October 27, 2025 2:30 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Garcia on October 27, 2025 2:30 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Garcia on October 27, 2025 2:31 pm Interesting update on How Ukraine Just REWROTE the Rules of WAR—Larsen Jensen BREAKS IT DOWN. Curious how the grades will trend next quarter. Reply
Patricia Lee on October 27, 2025 2:35 pm Exploration results look promising, but permitting will be the key risk. Reply
Linda B. Martin on October 27, 2025 2:36 pm Nice to see insider buying—usually a good signal in this space. Reply
Patricia Williams on October 27, 2025 2:36 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella K. Smith on October 27, 2025 2:36 pm Exploration results look promising, but permitting will be the key risk. Reply
Lucas Rodriguez on October 27, 2025 2:37 pm Interesting update on How Ukraine Just REWROTE the Rules of WAR—Larsen Jensen BREAKS IT DOWN. Curious how the grades will trend next quarter. Reply
Oliver Hernandez on October 27, 2025 2:38 pm I like the balance sheet here—less leverage than peers. Reply
William Jones on October 27, 2025 2:39 pm If AISC keeps dropping, this becomes investable for me. Reply
Mary Davis on October 27, 2025 2:39 pm Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Rodriguez on October 27, 2025 2:39 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Davis on October 27, 2025 2:41 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
33 Comments
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Silver leverage is strong here; beta cuts both ways though.
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 Ukraine Just REWROTE the Rules of WAR—Larsen Jensen BREAKS IT DOWN. Curious how the grades will trend next quarter.
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.
Nice to see insider buying—usually a good signal in this space.
Silver leverage is strong here; beta cuts both ways though.
Exploration results look promising, but permitting will be the key risk.
Interesting update on How Ukraine Just REWROTE the Rules of WAR—Larsen Jensen BREAKS IT DOWN. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Silver leverage is strong here; beta cuts both ways though.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.