Delta Force Operator Reveals Why the War in Iran Was Inevitable | Mike Drop Episode 244November 4, 2026
Elizabeth C. White on November 4, 2026 2:01 pm I like the balance sheet here—less leverage than peers. Reply
Michael White on November 4, 2026 2:01 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Taylor on November 4, 2026 2:02 pm Interesting update on Lost Arts: Arrows from a .410 Shotgun!. Curious how the grades will trend next quarter. Reply
Elizabeth E. Davis on November 4, 2026 2:03 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Miller on November 4, 2026 2:04 pm Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Davis on November 4, 2026 2:04 pm If AISC keeps dropping, this becomes investable for me. Reply
Amelia Thomas on November 4, 2026 2:04 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Miller on November 4, 2026 2:04 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William B. Hernandez on November 4, 2026 2:17 pm Good point. Watching costs and grades closely. Reply
Liam Brown on November 4, 2026 2:06 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Lopez on November 4, 2026 2:07 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Liam Jackson on November 4, 2026 2:08 pm I like the balance sheet here—less leverage than peers. Reply
Jennifer Brown on November 4, 2026 2:08 pm If AISC keeps dropping, this becomes investable for me. Reply
Patricia Williams on November 4, 2026 2:08 pm I like the balance sheet here—less leverage than peers. Reply
Elijah D. Hernandez on November 4, 2026 2:09 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
John Smith on November 4, 2026 2:10 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Jackson on November 4, 2026 2:12 pm Nice to see insider buying—usually a good signal in this space. Reply
Isabella Lee on November 4, 2026 2:12 pm Interesting update on Lost Arts: Arrows from a .410 Shotgun!. Curious how the grades will trend next quarter. Reply
John Williams on November 4, 2026 2:13 pm Silver leverage is strong here; beta cuts both ways though. Reply
James Jones on November 4, 2026 2:14 pm Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Moore on November 4, 2026 2:14 pm Exploration results look promising, but permitting will be the key risk. Reply
41 Comments
I like the balance sheet here—less leverage than peers.
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.
Interesting update on Lost Arts: Arrows from a .410 Shotgun!. Curious how the grades will trend next quarter.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Exploration results look promising, but permitting will be the key risk.
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.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
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.
Uranium names keep pushing higher—supply still tight into 2026.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Interesting update on Lost Arts: Arrows from a .410 Shotgun!. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
Silver leverage is strong here; beta cuts both ways though.
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.