Michael Martin on August 20, 2026 11:08 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Moore on August 20, 2026 11:08 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Brown on August 20, 2026 11:10 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Brown on August 20, 2026 11:10 am If AISC keeps dropping, this becomes investable for me. Reply
Emma Rodriguez on August 20, 2026 11:11 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Jones on August 20, 2026 11:12 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael White on August 20, 2026 11:13 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William White on August 20, 2026 11:14 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Taylor on August 20, 2026 11:17 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Thompson on August 20, 2026 11:18 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Miller on August 20, 2026 11:18 am I like the balance sheet here—less leverage than peers. Reply
Isabella Davis on August 20, 2026 11:21 am If AISC keeps dropping, this becomes investable for me. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
24 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
If AISC keeps dropping, this becomes investable for me.
The cost guidance is better than expected. If they deliver, the stock could rerate.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
I like the balance sheet here—less leverage than peers.
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.