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Jocko Willink: This Is What the Pentagon Gets Wrong
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
23 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
I like the balance sheet here—less leverage than peers.
Production mix shifting toward Videos might help margins if metals stay firm.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
I like the balance sheet here—less leverage than peers.
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: This Is What the Pentagon Gets Wrong. 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.
Silver leverage is strong here; beta cuts both ways though.
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.