Amelia Martinez on August 14, 2026 8:53 pm Exploration results look promising, but permitting will be the key risk. Reply
Patricia Thompson on August 14, 2026 8:54 pm Silver leverage is strong here; beta cuts both ways though. Reply
John Jackson on August 14, 2026 8:54 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
John Williams on August 14, 2026 8:54 pm Nice to see insider buying—usually a good signal in this space. Reply
Robert Garcia on August 14, 2026 8:56 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth White on August 14, 2026 8:58 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma M. Lopez on August 14, 2026 8:59 pm I like the balance sheet here—less leverage than peers. Reply
Lucas Brown on August 14, 2026 8:59 pm Nice to see insider buying—usually a good signal in this space. Reply
Ava Lopez on August 14, 2026 9:00 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Olivia Jones on August 14, 2026 9:01 pm If AISC keeps dropping, this becomes investable for me. Reply
John B. White on August 14, 2026 9:02 pm I like the balance sheet here—less leverage than peers. Reply
Michael U. Davis on August 14, 2026 9:02 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Lopez on August 14, 2026 9:02 pm Nice to see insider buying—usually a good signal in this space. Reply
Isabella Davis on August 14, 2026 9:03 pm I like the balance sheet here—less leverage than peers. Reply
Robert Hernandez on August 14, 2026 9:03 pm Interesting update on Jocko Willink Explains Why the Polish Grom Are Underrated. Curious how the grades will trend next quarter. Reply
Emma K. White on August 14, 2026 9:04 pm Exploration results look promising, but permitting will be the key risk. Reply
Elijah Martinez on August 14, 2026 9:05 pm Exploration results look promising, but permitting will be the key risk. Reply
Ava Hernandez on August 14, 2026 9:07 pm Nice to see insider buying—usually a good signal in this space. Reply
Robert Brown on August 14, 2026 9:07 pm I like the balance sheet here—less leverage than peers. Reply
Amelia Martin on August 14, 2026 9:07 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William White on August 14, 2026 9:08 pm Nice to see insider buying—usually a good signal in this space. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
49 Comments
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
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.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
I like the balance sheet here—less leverage than peers.
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.
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.
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.
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.
Interesting update on Jocko Willink Explains Why the Polish Grom Are Underrated. Curious how the grades will trend next quarter.
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.
Exploration results look promising, but permitting will be the key risk.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
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.
I like the balance sheet here—less leverage than peers.
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.