Jennifer F. Jones on February 17, 2026 9:02 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah Miller on February 17, 2026 9:02 am I like the balance sheet here—less leverage than peers. Reply
Oliver H. Williams on February 17, 2026 10:11 am Good point. Watching costs and grades closely. Reply
Robert Moore on February 17, 2026 9:03 am Exploration results look promising, but permitting will be the key risk. Reply
John Martin on February 17, 2026 9:03 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Jackson on February 17, 2026 9:07 am Exploration results look promising, but permitting will be the key risk. Reply
Linda Jackson on February 17, 2026 9:09 am Interesting update on I Guess Aliens Are Actually Real. Curious how the grades will trend next quarter. Reply
James Lopez on February 17, 2026 9:09 am I like the balance sheet here—less leverage than peers. Reply
Lucas Johnson on February 17, 2026 9:10 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Thompson on February 17, 2026 9:10 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Miller on February 17, 2026 9:11 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Thomas on February 17, 2026 9:11 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Brown on February 17, 2026 9:12 am Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Lee on February 17, 2026 9:13 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Thomas on February 17, 2026 9:13 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Davis on February 17, 2026 9:14 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Miller on February 17, 2026 9:14 am Interesting update on I Guess Aliens Are Actually Real. Curious how the grades will trend next quarter. Reply
Jennifer Jackson on February 17, 2026 9:15 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
25 Comments
If AISC keeps dropping, this becomes investable for me.
I like the balance sheet here—less leverage than peers.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Interesting update on I Guess Aliens Are Actually Real. Curious how the grades will trend next quarter.
I like the balance sheet here—less leverage than peers.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Silver leverage is strong here; beta cuts both ways though.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Interesting update on I Guess Aliens Are Actually Real. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.