Michael Garcia on November 3, 2026 6:01 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Miller on November 3, 2026 6:04 pm Interesting update on Julian Dorey: How Epstein Ran the Ultimate Blackmail Op | Ep. 278. Curious how the grades will trend next quarter. Reply
Olivia Martin on November 3, 2026 6:04 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Thompson on November 3, 2026 6:07 pm I like the balance sheet here—less leverage than peers. Reply
Noah Williams on November 3, 2026 6:12 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Hernandez on November 3, 2026 6:13 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Davis on November 3, 2026 6:13 pm I like the balance sheet here—less leverage than peers. Reply
Liam Martinez on November 3, 2026 6:14 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Taylor on November 3, 2026 6:14 pm I like the balance sheet here—less leverage than peers. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
22 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
Interesting update on Julian Dorey: How Epstein Ran the Ultimate Blackmail Op | Ep. 278. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.