Liam Rodriguez on February 2, 2026 8:41 am I like the balance sheet here—less leverage than peers. Reply
Mary Johnson on February 2, 2026 8:41 am Silver leverage is strong here; beta cuts both ways though. Reply
Emma Johnson on February 2, 2026 8:42 am Uranium names keep pushing higher—supply still tight into 2026. Reply
John Thomas on February 2, 2026 8:43 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Garcia on February 2, 2026 8:43 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Jackson on February 2, 2026 8:44 am Exploration results look promising, but permitting will be the key risk. Reply
Linda Miller on February 2, 2026 8:45 am Nice to see insider buying—usually a good signal in this space. Reply
Oliver Garcia on February 2, 2026 8:47 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary Thompson on February 2, 2026 8:49 am Exploration results look promising, but permitting will be the key risk. Reply
William Brown on February 2, 2026 8:49 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James T. Davis on February 2, 2026 8:49 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary S. Brown on February 2, 2026 8:53 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Garcia on February 2, 2026 8:53 am If AISC keeps dropping, this becomes investable for me. Reply
Lucas Martin on February 2, 2026 8:54 am Interesting update on PART 2 MACV-SOG: THE SECRET WAR. Curious how the grades will trend next quarter. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
30 Comments
I like the balance sheet here—less leverage than peers.
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.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Exploration results look promising, but permitting will be the key risk.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Interesting update on PART 2 MACV-SOG: THE SECRET WAR. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.