Linda Miller on October 30, 2026 3:24 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Williams on October 30, 2026 3:25 pm If AISC keeps dropping, this becomes investable for me. Reply
Amelia Hernandez on October 30, 2026 3:26 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Jones on October 30, 2026 3:27 pm Exploration results look promising, but permitting will be the key risk. Reply
Amelia Rodriguez on October 30, 2026 3:27 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer V. Garcia on October 30, 2026 3:27 pm Nice to see insider buying—usually a good signal in this space. Reply
William Thomas on October 30, 2026 3:28 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Taylor on October 30, 2026 3:29 pm I like the balance sheet here—less leverage than peers. Reply
Patricia Lee on October 30, 2026 3:31 pm If AISC keeps dropping, this becomes investable for me. Reply
Patricia Garcia on October 30, 2026 3:32 pm Interesting update on Jim Shorten: MACV-SOG Vietnam War Veteran. Curious how the grades will trend next quarter. Reply
Mary Garcia on October 30, 2026 3:32 pm Silver leverage is strong here; beta cuts both ways though. Reply
John Martinez on October 30, 2026 3:34 pm Silver leverage is strong here; beta cuts both ways though. Reply
John Garcia on October 30, 2026 3:34 pm I like the balance sheet here—less leverage than peers. Reply
John V. Garcia on October 30, 2026 3:35 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Smith on October 30, 2026 3:35 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary Martin on October 30, 2026 3:36 pm Silver leverage is strong here; beta cuts both ways though. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
26 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
If AISC keeps dropping, this becomes investable for me.
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.
Silver leverage is strong here; beta cuts both ways though.
Nice to see insider buying—usually a good signal in this space.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
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.
Interesting update on Jim Shorten: MACV-SOG Vietnam War Veteran. 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.
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.
I like the balance sheet here—less leverage than peers.
Uranium names keep pushing higher—supply still tight into 2026.
Exploration results look promising, but permitting will be the key risk.
Silver leverage is strong here; beta cuts both ways though.