William X. Williams on July 25, 2026 8:23 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver White on July 25, 2026 8:23 am Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Miller on July 25, 2026 8:24 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Lucas Thompson on July 25, 2026 8:27 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Miller on July 25, 2026 8:30 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Lee on July 25, 2026 8:30 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Davis on July 25, 2026 8:33 am I like the balance sheet here—less leverage than peers. Reply
John H. Rodriguez on July 25, 2026 8:34 am I like the balance sheet here—less leverage than peers. Reply
Liam Miller on July 25, 2026 8:35 am Exploration results look promising, but permitting will be the key risk. Reply
Liam Miller on July 25, 2026 8:36 am Interesting update on “I Hope My Mom Doesn’t Die Tonight” | Official Preview. Curious how the grades will trend next quarter. Reply
Liam Williams on July 25, 2026 8:36 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
21 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Interesting update on “I Hope My Mom Doesn’t Die Tonight” | Official Preview. Curious how the grades will trend next quarter.
Production mix shifting toward Videos might help margins if metals stay firm.