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Human Shields in Tikrit – How to Engage An Unthinkable Enemy with Johnny MF Glenn | Mike Drop 209
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41 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
Silver leverage is strong here; beta cuts both ways though.
Exploration results look promising, but permitting will be the key risk.
Nice to see insider buying—usually a good signal in this space.
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.
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.
Interesting update on Human Shields in Tikrit – How to Engage An Unthinkable Enemy with Johnny MF Glenn | Mike Drop 209. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
If AISC keeps dropping, this becomes investable for me.
Exploration results look promising, but permitting will be the key risk.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Human Shields in Tikrit – How to Engage An Unthinkable Enemy with Johnny MF Glenn | Mike Drop 209. Curious how the grades will trend next quarter.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Interesting update on Human Shields in Tikrit – How to Engage An Unthinkable Enemy with Johnny MF Glenn | Mike Drop 209. Curious how the grades will trend next quarter.
Interesting update on Human Shields in Tikrit – How to Engage An Unthinkable Enemy with Johnny MF Glenn | Mike Drop 209. Curious how the grades will trend next quarter.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.