Elijah F. Miller on November 1, 2026 12:49 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Smith on November 1, 2026 12:50 am I like the balance sheet here—less leverage than peers. Reply
Noah Miller on November 1, 2026 12:50 am Exploration results look promising, but permitting will be the key risk. Reply
Amelia Thomas on November 1, 2026 12:52 am Interesting update on Legendary Navy SEAL Jocko Willink | Mike Ritland Podcast Episode 222. Curious how the grades will trend next quarter. Reply
Ava Lee on November 1, 2026 12:52 am Exploration results look promising, but permitting will be the key risk. Reply
James Martinez on November 1, 2026 12:52 am Silver leverage is strong here; beta cuts both ways though. Reply
Amelia Rodriguez on November 1, 2026 12:53 am If AISC keeps dropping, this becomes investable for me. Reply
John Thomas on November 1, 2026 12:54 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver Williams on November 1, 2026 12:54 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Smith on November 1, 2026 12:56 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Martinez on November 1, 2026 12:56 am Silver leverage is strong here; beta cuts both ways though. Reply
William Lopez on November 1, 2026 12:57 am Interesting update on Legendary Navy SEAL Jocko Willink | Mike Ritland Podcast Episode 222. Curious how the grades will trend next quarter. Reply
Elijah E. Rodriguez on November 1, 2026 12:58 am I like the balance sheet here—less leverage than peers. Reply
Linda Thomas on November 1, 2026 1:00 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia D. Williams on November 1, 2026 1:01 am Exploration results look promising, but permitting will be the key risk. Reply
William Jones on November 1, 2026 1:02 am Exploration results look promising, but permitting will be the key risk. Reply
Ava Thompson on November 1, 2026 1:02 am I like the balance sheet here—less leverage than peers. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
28 Comments
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.
Exploration results look promising, but permitting will be the key risk.
Interesting update on Legendary Navy SEAL Jocko Willink | Mike Ritland Podcast Episode 222. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Interesting update on Legendary Navy SEAL Jocko Willink | Mike Ritland Podcast Episode 222. Curious how the grades will trend next quarter.
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.
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.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.