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Mike Rowe – 7.5 Million Open Jobs and the Collapse of Work in America | SRS #319
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15 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
Interesting update on Mike Rowe – 7.5 Million Open Jobs and the Collapse of Work in America | SRS #319. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
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.