Linda Thomas on July 18, 2026 7:07 am Uranium names keep pushing higher—supply still tight into 2026. Reply
John Garcia on July 18, 2026 7:08 am Exploration results look promising, but permitting will be the key risk. Reply
Michael Hernandez on July 18, 2026 7:08 am Silver leverage is strong here; beta cuts both ways though. Reply
Linda U. Rodriguez on July 18, 2026 7:09 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Miller on July 18, 2026 7:13 am I like the balance sheet here—less leverage than peers. Reply
Liam Rodriguez on July 18, 2026 7:14 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Rodriguez on July 18, 2026 7:15 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Lopez on July 18, 2026 7:15 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Martin on July 18, 2026 7:15 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Lee on July 18, 2026 7:16 am Silver leverage is strong here; beta cuts both ways though. Reply
Isabella U. Thomas on July 18, 2026 7:17 am If AISC keeps dropping, this becomes investable for me. Reply
John Moore on July 18, 2026 7:18 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Liam Davis on July 18, 2026 7:18 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Smith on July 18, 2026 7:21 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia E. White on July 18, 2026 7:21 am Exploration results look promising, but permitting will be the key risk. Reply
Liam Miller on July 18, 2026 7:21 am Interesting update on “It’s the Deception That Kills” – Erin Brockovich on Corporate Cover-Ups. Curious how the grades will trend next quarter. Reply
30 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
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.
Exploration results look promising, but permitting will be the key risk.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
I like the balance sheet here—less leverage than peers.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Interesting update on “It’s the Deception That Kills” – Erin Brockovich on Corporate Cover-Ups. Curious how the grades will trend next quarter.