Patricia Jones on November 15, 2026 8:32 am If AISC keeps dropping, this becomes investable for me. Reply
Lucas Jones on November 15, 2026 8:32 am Interesting update on Italian Tier 1 Operator Survives a 5K Meter HALO Jump. Curious how the grades will trend next quarter. Reply
Olivia Williams on November 15, 2026 8:32 am Silver leverage is strong here; beta cuts both ways though. Reply
William P. Hernandez on November 15, 2026 9:22 am Good point. Watching costs and grades closely. Reply
Isabella S. Thomas on November 15, 2026 8:33 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Thompson on November 15, 2026 8:33 am If AISC keeps dropping, this becomes investable for me. Reply
Lucas Davis on November 15, 2026 8:34 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Williams on November 15, 2026 8:37 am Nice to see insider buying—usually a good signal in this space. Reply
Amelia Williams on November 15, 2026 8:39 am Silver leverage is strong here; beta cuts both ways though. Reply
Michael Johnson on November 15, 2026 8:39 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Lee on November 15, 2026 8:39 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Williams on November 15, 2026 8:41 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Linda M. White on November 15, 2026 8:43 am Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Garcia on November 15, 2026 8:43 am If AISC keeps dropping, this becomes investable for me. Reply
Patricia Martin on November 15, 2026 8:45 am I like the balance sheet here—less leverage than peers. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
29 Comments
If AISC keeps dropping, this becomes investable for me.
Interesting update on Italian Tier 1 Operator Survives a 5K Meter HALO Jump. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.