Watch full video on YouTube
Jared Shaw & David DiGilio — Behind the Brotherhood and the Making of THE TERMINAL LIST
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
Watch full video on YouTube
19 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
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.
Silver leverage is strong here; beta cuts both ways though.
I like the balance sheet here—less leverage than peers.
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on Jared Shaw & David DiGilio — Behind the Brotherhood and the Making of THE TERMINAL LIST. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.