Elizabeth White on October 28, 2026 1:57 pm I like the balance sheet here—less leverage than peers. Reply
William Brown on October 28, 2026 1:58 pm I like the balance sheet here—less leverage than peers. Reply
Linda Williams on October 28, 2026 1:58 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Martinez on October 28, 2026 1:58 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary Williams on October 28, 2026 1:58 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Garcia on October 28, 2026 2:00 pm Interesting update on Legendary SEAL Team 6 Operator Chris Fettes | Mike Drop Episode 242. Curious how the grades will trend next quarter. Reply
Elizabeth B. Lee on October 28, 2026 2:00 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah K. Hernandez on October 28, 2026 2:05 pm Interesting update on Legendary SEAL Team 6 Operator Chris Fettes | Mike Drop Episode 242. Curious how the grades will trend next quarter. Reply
Emma Johnson on October 28, 2026 2:06 pm Exploration results look promising, but permitting will be the key risk. Reply
William Jones on October 28, 2026 2:06 pm Silver leverage is strong here; beta cuts both ways though. Reply
Linda Jackson on October 28, 2026 2:06 pm Interesting update on Legendary SEAL Team 6 Operator Chris Fettes | Mike Drop Episode 242. Curious how the grades will trend next quarter. Reply
Linda Thomas on October 28, 2026 2:07 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Moore on October 28, 2026 2:07 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Taylor on October 28, 2026 2:07 pm I like the balance sheet here—less leverage than peers. Reply
William W. Thomas on October 28, 2026 2:07 pm I like the balance sheet here—less leverage than peers. Reply
Lucas Martin on October 28, 2026 2:07 pm Nice to see insider buying—usually a good signal in this space. Reply
Elijah Davis on October 28, 2026 2:08 pm If AISC keeps dropping, this becomes investable for me. Reply
Amelia Martin on October 28, 2026 2:10 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Martinez on October 28, 2026 2:10 pm Exploration results look promising, but permitting will be the key risk. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
47 Comments
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Interesting update on Legendary SEAL Team 6 Operator Chris Fettes | Mike Drop Episode 242. Curious how the grades will trend next quarter.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Interesting update on Legendary SEAL Team 6 Operator Chris Fettes | Mike Drop Episode 242. Curious how the grades will trend next quarter.
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.
Interesting update on Legendary SEAL Team 6 Operator Chris Fettes | Mike Drop Episode 242. Curious how the grades will trend next quarter.
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.
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.