Amelia Martin on September 5, 2026 7:13 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Hernandez on September 5, 2026 7:14 am If AISC keeps dropping, this becomes investable for me. Reply
Olivia Miller on September 5, 2026 7:15 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Smith on September 5, 2026 7:17 am Silver leverage is strong here; beta cuts both ways though. Reply
Isabella Williams on September 5, 2026 7:19 am I like the balance sheet here—less leverage than peers. Reply
Isabella Hernandez on September 5, 2026 7:20 am If AISC keeps dropping, this becomes investable for me. Reply
Lucas Smith on September 5, 2026 7:21 am Nice to see insider buying—usually a good signal in this space. Reply
Emma White on September 5, 2026 7:23 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Thomas on September 5, 2026 7:24 am Interesting update on ISA Operator Reveals the REAL Difference Between Delta Force and DEVGRU. Curious how the grades will trend next quarter. Reply
Elijah Jackson on September 5, 2026 7:25 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
20 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
Silver leverage is strong here; beta cuts both ways though.
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Interesting update on ISA Operator Reveals the REAL Difference Between Delta Force and DEVGRU. Curious how the grades will trend next quarter.
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.