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“I should’ve been in that building” | Beirut Survivor: Randy Gaddo
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
Watch full video on YouTube
27 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.
Interesting update on “I should’ve been in that building” | Beirut Survivor: Randy Gaddo. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on “I should’ve been in that building” | Beirut Survivor: Randy Gaddo. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Interesting update on “I should’ve been in that building” | Beirut Survivor: Randy Gaddo. Curious how the grades will trend next quarter.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Interesting update on “I should’ve been in that building” | Beirut Survivor: Randy Gaddo. Curious how the grades will trend next quarter.
I like the balance sheet here—less leverage than peers.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.