Cliff Sims – White House Myths, Doomsday Bunkers and Holding the Nuclear Football | SRS #136October 28, 2026
Lucas Garcia on October 28, 2026 9:09 pm Exploration results look promising, but permitting will be the key risk. Reply
Elijah White on October 28, 2026 9:09 pm I like the balance sheet here—less leverage than peers. Reply
Elizabeth Martin on October 28, 2026 9:10 pm If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth Moore on October 28, 2026 9:10 pm Interesting update on Jocko Willink Exposes the REAL Rivalry Between Delta and SEAL Team Six. Curious how the grades will trend next quarter. Reply
Emma Williams on October 28, 2026 9:11 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella Taylor on October 28, 2026 9:12 pm Silver leverage is strong here; beta cuts both ways though. Reply
Mary Martin on October 28, 2026 9:13 pm Exploration results look promising, but permitting will be the key risk. Reply
Emma R. Miller on October 28, 2026 9:14 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Williams on October 28, 2026 9:16 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava Rodriguez on October 28, 2026 9:17 pm Interesting update on Jocko Willink Exposes the REAL Rivalry Between Delta and SEAL Team Six. Curious how the grades will trend next quarter. Reply
Robert B. Martinez on October 28, 2026 9:18 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer R. Thompson on October 28, 2026 9:18 pm Nice to see insider buying—usually a good signal in this space. Reply
Isabella Q. Brown on October 28, 2026 9:19 pm If AISC keeps dropping, this becomes investable for me. Reply
Isabella Brown on October 28, 2026 9:21 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Garcia on October 28, 2026 9:21 pm I like the balance sheet here—less leverage than peers. Reply
John Lee on October 28, 2026 9:21 pm Nice to see insider buying—usually a good signal in this space. Reply
Robert Martinez on October 28, 2026 9:21 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah C. Smith on October 28, 2026 9:21 pm If AISC keeps dropping, this becomes investable for me. Reply
John C. Taylor on October 28, 2026 9:22 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver Lee on October 28, 2026 9:23 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Smith on October 28, 2026 9:23 pm If AISC keeps dropping, this becomes investable for me. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
52 Comments
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.
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.
Interesting update on Jocko Willink Exposes the REAL Rivalry Between Delta and SEAL Team Six. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Interesting update on Jocko Willink Exposes the REAL Rivalry Between Delta and SEAL Team Six. Curious how the grades will trend next quarter.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
Nice to see insider buying—usually a good signal in this space.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.