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Mary Thompson on August 31, 2026 7:15 am If AISC keeps dropping, this becomes investable for me. Reply
Linda Lee on August 31, 2026 7:15 am Exploration results look promising, but permitting will be the key risk. Reply
Emma Jones on August 31, 2026 7:15 am Exploration results look promising, but permitting will be the key risk. Reply
Patricia Moore on August 31, 2026 7:17 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Moore on August 31, 2026 7:18 am Silver leverage is strong here; beta cuts both ways though. Reply
Noah F. Hernandez on August 31, 2026 7:18 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Smith on August 31, 2026 7:18 am Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth X. Garcia on August 31, 2026 7:19 am I like the balance sheet here—less leverage than peers. Reply
Mary T. Thompson on August 31, 2026 7:20 am I like the balance sheet here—less leverage than peers. Reply
Ava Miller on August 31, 2026 7:20 am Interesting update on Jocko Willink: Why Mikey Monsoor Jumped on the Grenade. Curious how the grades will trend next quarter. Reply
John White on August 31, 2026 7:22 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth D. Garcia on August 31, 2026 7:23 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James White on August 31, 2026 7:25 am Interesting update on Jocko Willink: Why Mikey Monsoor Jumped on the Grenade. Curious how the grades will trend next quarter. Reply
Emma Williams on August 31, 2026 7:26 am Silver leverage is strong here; beta cuts both ways though. Reply
William U. Miller on August 31, 2026 7:26 am Uranium names keep pushing higher—supply still tight into 2026. Reply
William Thomas on August 31, 2026 7:26 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Martin on August 31, 2026 7:27 am If AISC keeps dropping, this becomes investable for me. Reply
Linda Moore on August 31, 2026 7:29 am Nice to see insider buying—usually a good signal in this space. Reply
Isabella Z. Smith on August 31, 2026 7:29 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer H. White on August 31, 2026 7:29 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
46 Comments
If AISC keeps dropping, this becomes investable for me.
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.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
I like the balance sheet here—less leverage than peers.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Interesting update on Jocko Willink: Why Mikey Monsoor Jumped on the Grenade. Curious how the grades will trend next quarter.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Interesting update on Jocko Willink: Why Mikey Monsoor Jumped on the Grenade. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.