Noah Hernandez on September 5, 2026 5:02 pm Silver leverage is strong here; beta cuts both ways though. Reply
Emma Thomas on September 5, 2026 5:02 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Johnson on September 5, 2026 5:03 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava Hernandez on September 5, 2026 5:04 pm Exploration results look promising, but permitting will be the key risk. Reply
Linda F. Johnson on September 5, 2026 5:04 pm Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Martin on September 5, 2026 5:05 pm If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth Hernandez on September 5, 2026 5:08 pm I like the balance sheet here—less leverage than peers. Reply
Michael Brown on September 5, 2026 5:08 pm Silver leverage is strong here; beta cuts both ways though. Reply
Liam Johnson on September 5, 2026 5:08 pm If AISC keeps dropping, this becomes investable for me. Reply
Emma Moore on September 5, 2026 5:08 pm If AISC keeps dropping, this becomes investable for me. Reply
Liam Y. Martin on September 5, 2026 5:09 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Jones on September 5, 2026 5:10 pm If AISC keeps dropping, this becomes investable for me. Reply
Liam Moore on September 5, 2026 5:10 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Williams on September 5, 2026 5:11 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Moore on September 5, 2026 5:11 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Brown on September 5, 2026 5:12 pm If AISC keeps dropping, this becomes investable for me. Reply
James Jones on September 5, 2026 5:12 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah F. Smith on September 5, 2026 5:13 pm Exploration results look promising, but permitting will be the key risk. Reply
Isabella Jackson on September 5, 2026 5:13 pm Nice to see insider buying—usually a good signal in this space. Reply
Patricia Taylor on September 5, 2026 5:14 pm Nice to see insider buying—usually a good signal in this space. Reply
William Jones on September 5, 2026 5:16 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Hernandez on September 5, 2026 5:16 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
46 Comments
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.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Exploration results look promising, but permitting will be the key risk.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
Exploration results look promising, but permitting will be the key risk.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
The cost guidance is better than expected. If they deliver, the stock could rerate.