Elijah G. Davis on May 3, 2026 5:03 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Jackson on May 3, 2026 5:05 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Taylor on May 3, 2026 5:06 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Ava Martin on May 3, 2026 5:06 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia X. Miller on May 3, 2026 5:11 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Taylor on May 3, 2026 5:13 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Thomas on May 3, 2026 5:14 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Brown on May 3, 2026 5:16 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Rodriguez on May 3, 2026 5:16 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Jones on May 3, 2026 5:16 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
27 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
I like the balance sheet here—less leverage than peers.
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.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
The cost guidance is better than expected. If they deliver, the stock could rerate.
I like the balance sheet here—less leverage than peers.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.