Ava Johnson on May 1, 2026 7:26 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Q. Williams on May 1, 2026 7:28 am Interesting update on Jack Carr Library Tour Video. Curious how the grades will trend next quarter. Reply
Robert W. Garcia on May 1, 2026 7:28 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Moore on May 1, 2026 7:30 am Nice to see insider buying—usually a good signal in this space. Reply
John T. Thompson on May 1, 2026 7:31 am If AISC keeps dropping, this becomes investable for me. Reply
Robert L. Johnson on May 1, 2026 7:32 am I like the balance sheet here—less leverage than peers. Reply
Linda Davis on May 1, 2026 7:32 am Nice to see insider buying—usually a good signal in this space. Reply
Emma Thomas on May 1, 2026 7:32 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Taylor on May 1, 2026 7:32 am Silver leverage is strong here; beta cuts both ways though. Reply
Mary Jackson on May 1, 2026 7:33 am Exploration results look promising, but permitting will be the key risk. Reply
James Thompson on May 1, 2026 7:34 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava Miller on May 1, 2026 7:37 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Taylor on May 1, 2026 7:37 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Jackson on May 1, 2026 7:38 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia White on May 1, 2026 7:38 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
40 Comments
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Interesting update on Jack Carr Library Tour Video. Curious how the grades will trend next quarter.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.