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Loyalty at the CIA? Former Spy Talks Playing Politics with Andrew Bustamante | Mike Drop 206
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
24 Comments
Interesting update on Loyalty at the CIA? Former Spy Talks Playing Politics with Andrew Bustamante | Mike Drop 206. 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.
Interesting update on Loyalty at the CIA? Former Spy Talks Playing Politics with Andrew Bustamante | Mike Drop 206. Curious how the grades will trend next quarter.
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.
Exploration results look promising, but permitting will be the key risk.
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 Loyalty at the CIA? Former Spy Talks Playing Politics with Andrew Bustamante | Mike Drop 206. Curious how the grades will trend next quarter.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.