Justin DeLoretto – Ex-Mongols President Reveals What Really Happens Inside a 1% Club | SRS #329November 13, 2026
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Olivia Williams on November 5, 2026 1:01 pm I like the balance sheet here—less leverage than peers. Reply
Linda White on November 5, 2026 1:01 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Q. Jones on November 5, 2026 1:01 pm Nice to see insider buying—usually a good signal in this space. Reply
Mary T. Miller on November 5, 2026 1:01 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Jackson on November 5, 2026 1:02 pm Exploration results look promising, but permitting will be the key risk. Reply
William Rodriguez on November 5, 2026 1:04 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda I. Jones on November 5, 2026 1:05 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Smith on November 5, 2026 1:06 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah Jones on November 5, 2026 1:08 pm Nice to see insider buying—usually a good signal in this space. Reply
Oliver White on November 5, 2026 1:10 pm If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth H. Miller on November 5, 2026 1:11 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver Z. Smith on November 5, 2026 1:12 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Johnson on November 5, 2026 1:13 pm If AISC keeps dropping, this becomes investable for me. Reply
23 Comments
I like the balance sheet here—less leverage than peers.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
Production mix shifting toward Videos might help margins if metals stay firm.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.