William Hernandez on October 8, 2026 11:00 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Johnson on October 8, 2026 11:01 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Lopez on October 8, 2026 11:02 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Liam Jackson on October 8, 2026 11:02 am Silver leverage is strong here; beta cuts both ways though. Reply
Amelia N. Taylor on October 8, 2026 11:03 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Jackson on October 8, 2026 11:03 am I like the balance sheet here—less leverage than peers. Reply
John Rodriguez on October 8, 2026 11:03 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Lopez on October 8, 2026 11:03 am Exploration results look promising, but permitting will be the key risk. Reply
Liam Williams on October 8, 2026 11:03 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam Williams on October 8, 2026 11:04 am If AISC keeps dropping, this becomes investable for me. Reply
Isabella Rodriguez on October 8, 2026 11:07 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Lee on October 8, 2026 11:07 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Rodriguez on October 8, 2026 11:08 am Silver leverage is strong here; beta cuts both ways though. Reply
Isabella W. Martinez on October 8, 2026 11:08 am Nice to see insider buying—usually a good signal in this space. Reply
Mary Z. Hernandez on October 8, 2026 11:10 am Silver leverage is strong here; beta cuts both ways though. Reply
Amelia Lee on October 8, 2026 11:10 am Interesting update on PETER ZEIHAN Takes Big Swings: Hezbollah, Hamas, and China’s Crisis. Curious how the grades will trend next quarter. Reply
Jennifer Martinez on October 8, 2026 11:10 am Exploration results look promising, but permitting will be the key risk. Reply
Michael Thomas on October 8, 2026 11:12 am Interesting update on PETER ZEIHAN Takes Big Swings: Hezbollah, Hamas, and China’s Crisis. Curious how the grades will trend next quarter. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
42 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
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.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Interesting update on PETER ZEIHAN Takes Big Swings: Hezbollah, Hamas, and China’s Crisis. 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.
Interesting update on PETER ZEIHAN Takes Big Swings: Hezbollah, Hamas, and China’s Crisis. Curious how the grades will trend next quarter.