Nick Brokhausen – MACV-SOG on Vietnam War, Hand-to-Hand Combat and a Crazy Pet Monkey | SRS #276October 22, 2026
Jennifer Smith on October 22, 2026 8:19 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Williams on October 22, 2026 8:20 pm Nice to see insider buying—usually a good signal in this space. Reply
Olivia Miller on October 22, 2026 8:20 pm Nice to see insider buying—usually a good signal in this space. Reply
James Smith on October 22, 2026 8:21 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia V. Taylor on October 22, 2026 8:21 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Davis on October 22, 2026 8:22 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah Moore on October 22, 2026 8:23 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
John Miller on October 22, 2026 8:24 pm If AISC keeps dropping, this becomes investable for me. Reply
Elijah Moore on October 22, 2026 8:26 pm If AISC keeps dropping, this becomes investable for me. Reply
Elijah T. Taylor on October 22, 2026 8:26 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Moore on October 22, 2026 8:26 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
William Miller on October 22, 2026 8:26 pm Interesting update on If you’re seeing this I already released the episode. Curious how the grades will trend next quarter. Reply
Elizabeth Davis on October 22, 2026 8:27 pm Silver leverage is strong here; beta cuts both ways though. Reply
Oliver P. Moore on October 22, 2026 8:27 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Johnson on October 22, 2026 8:28 pm Silver leverage is strong here; beta cuts both ways though. Reply
Liam Williams on October 22, 2026 8:28 pm If AISC keeps dropping, this becomes investable for me. Reply
Olivia Jackson on October 22, 2026 8:29 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver Rodriguez on October 22, 2026 8:30 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver P. Martin on October 22, 2026 8:30 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
44 Comments
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on If you’re seeing this I already released the episode. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
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.
Silver leverage is strong here; beta cuts both ways though.
If AISC keeps dropping, this becomes investable for me.
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.
Exploration results look promising, but permitting will be the key risk.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.