William Lopez on August 12, 2026 5:06 pm Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth M. Brown on August 12, 2026 5:07 pm I like the balance sheet here—less leverage than peers. Reply
Lucas Lopez on August 12, 2026 5:08 pm Interesting update on Mike Sarraille: The Real Difference Between DEVGRU and Delta Force. Curious how the grades will trend next quarter. Reply
Amelia Rodriguez on August 12, 2026 5:09 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Davis on August 12, 2026 5:09 pm I like the balance sheet here—less leverage than peers. Reply
Ava Lopez on August 12, 2026 5:11 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Taylor on August 12, 2026 5:12 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver Y. Brown on August 12, 2026 5:12 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella Garcia on August 12, 2026 5:13 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Jackson on August 12, 2026 5:13 pm Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Taylor on August 12, 2026 5:13 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Q. Moore on August 12, 2026 5:14 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
John Moore on August 12, 2026 5:15 pm Exploration results look promising, but permitting will be the key risk. Reply
Liam R. Martinez on August 12, 2026 5:15 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Lopez on August 12, 2026 5:16 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Jackson on August 12, 2026 5:17 pm Silver leverage is strong here; beta cuts both ways though. Reply
Michael White on August 12, 2026 5:18 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James Davis on August 12, 2026 5:18 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Q. Rodriguez on August 12, 2026 5:19 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Martin on August 12, 2026 5:19 pm Nice to see insider buying—usually a good signal in this space. Reply
Michael Y. Lopez on August 12, 2026 5:19 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Jackson on August 12, 2026 5:20 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
47 Comments
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.
I like the balance sheet here—less leverage than peers.
Interesting update on Mike Sarraille: The Real Difference Between DEVGRU and Delta Force. Curious how the grades will trend next quarter.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
Nice to see insider buying—usually a good signal in this space.
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.
Production mix shifting toward Videos might help margins if metals stay firm.