Oliver Hernandez on October 25, 2026 4:51 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava Williams on October 25, 2026 4:52 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Rodriguez on October 25, 2026 4:52 pm If AISC keeps dropping, this becomes investable for me. Reply
Elijah K. Johnson on October 25, 2026 4:52 pm Exploration results look promising, but permitting will be the key risk. Reply
Amelia Brown on October 25, 2026 4:54 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Lopez on October 25, 2026 4:54 pm Exploration results look promising, but permitting will be the key risk. Reply
Emma Lee on October 25, 2026 4:56 pm Nice to see insider buying—usually a good signal in this space. Reply
Liam Martin on October 25, 2026 4:56 pm Exploration results look promising, but permitting will be the key risk. Reply
Linda N. Garcia on October 25, 2026 4:56 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia J. Miller on October 25, 2026 4:56 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
John W. White on October 25, 2026 4:57 pm Exploration results look promising, but permitting will be the key risk. Reply
Lucas Hernandez on October 25, 2026 4:58 pm I like the balance sheet here—less leverage than peers. Reply
Elijah Jackson on October 25, 2026 5:00 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Thompson on October 25, 2026 5:01 pm Interesting update on Is Iran a Distraction From the Epstein Files? | Ep. 283. Curious how the grades will trend next quarter. Reply
Mary Thomas on October 25, 2026 5:02 pm I like the balance sheet here—less leverage than peers. Reply
Emma Hernandez on October 25, 2026 5:02 pm If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth E. Rodriguez on October 25, 2026 5:43 pm Good point. Watching costs and grades closely. Reply
Noah Hernandez on October 25, 2026 5:03 pm Interesting update on Is Iran a Distraction From the Epstein Files? | Ep. 283. Curious how the grades will trend next quarter. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
37 Comments
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.
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.
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.
Nice to see insider buying—usually a good signal in this space.
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.
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.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Interesting update on Is Iran a Distraction From the Epstein Files? | Ep. 283. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
Interesting update on Is Iran a Distraction From the Epstein Files? | Ep. 283. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.