Linda Garcia on January 26, 2026 10:45 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Smith on January 26, 2026 10:45 am Silver leverage is strong here; beta cuts both ways though. Reply
Michael Thomas on January 26, 2026 10:46 am Silver leverage is strong here; beta cuts both ways though. Reply
Amelia Lee on January 26, 2026 10:47 am Exploration results look promising, but permitting will be the key risk. Reply
Michael Brown on January 26, 2026 10:47 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James White on January 26, 2026 10:47 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah White on January 26, 2026 10:48 am Nice to see insider buying—usually a good signal in this space. Reply
Amelia Garcia on January 26, 2026 10:49 am If AISC keeps dropping, this becomes investable for me. Reply
Isabella Williams on January 26, 2026 10:50 am Interesting update on MACV-SOG A Brief History. Curious how the grades will trend next quarter. Reply
Elizabeth Johnson on January 26, 2026 10:52 am Nice to see insider buying—usually a good signal in this space. Reply
William Thomas on January 26, 2026 10:52 am Exploration results look promising, but permitting will be the key risk. Reply
Linda Jackson on January 26, 2026 10:56 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Davis on January 26, 2026 10:58 am I like the balance sheet here—less leverage than peers. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
23 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
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.
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.
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.
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.
Interesting update on MACV-SOG A Brief History. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
Exploration results look promising, but permitting will be the key risk.
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.