Isabella Jones on November 7, 2026 3:56 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
John Jones on November 7, 2026 3:57 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah C. Moore on November 7, 2026 3:57 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Brown on November 7, 2026 3:58 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella X. Lee on November 7, 2026 3:58 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava Y. Miller on November 7, 2026 3:59 pm Interesting update on MARSOC Raider: What It Takes to Become an Operator | Ep. 303. Curious how the grades will trend next quarter. Reply
Jennifer Taylor on November 7, 2026 4:00 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Lopez on November 7, 2026 4:03 pm Interesting update on MARSOC Raider: What It Takes to Become an Operator | Ep. 303. Curious how the grades will trend next quarter. Reply
Ava Rodriguez on November 7, 2026 4:04 pm Silver leverage is strong here; beta cuts both ways though. Reply
William Moore on November 7, 2026 4:05 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Smith on November 7, 2026 4:05 pm If AISC keeps dropping, this becomes investable for me. Reply
Olivia Garcia on November 7, 2026 4:05 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia White on November 7, 2026 4:06 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael F. Thomas on November 7, 2026 4:07 pm Nice to see insider buying—usually a good signal in this space. Reply
Mary Taylor on November 7, 2026 4:07 pm Interesting update on MARSOC Raider: What It Takes to Become an Operator | Ep. 303. Curious how the grades will trend next quarter. Reply
Liam K. Johnson on November 7, 2026 4:08 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver Miller on November 7, 2026 4:10 pm I like the balance sheet here—less leverage than peers. Reply
Olivia Thomas on November 7, 2026 4:10 pm Exploration results look promising, but permitting will be the key risk. Reply
Ava Miller on November 7, 2026 4:10 pm Exploration results look promising, but permitting will be the key risk. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
38 Comments
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.
Good point. Watching costs and grades closely.
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.
If AISC keeps dropping, this becomes investable for me.
Interesting update on MARSOC Raider: What It Takes to Become an Operator | Ep. 303. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on MARSOC Raider: What It Takes to Become an Operator | Ep. 303. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Interesting update on MARSOC Raider: What It Takes to Become an Operator | Ep. 303. 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.
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.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.