Noah Johnson on August 1, 2026 9:58 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Johnson on August 1, 2026 9:58 am If AISC keeps dropping, this becomes investable for me. Reply
Liam F. Thompson on August 1, 2026 10:00 am I like the balance sheet here—less leverage than peers. Reply
Emma Lopez on August 1, 2026 10:01 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Rodriguez on August 1, 2026 10:02 am Uranium names keep pushing higher—supply still tight into 2026. Reply
James T. Lopez on August 1, 2026 10:02 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Moore on August 1, 2026 10:02 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William N. Martinez on August 1, 2026 10:05 am If AISC keeps dropping, this becomes investable for me. Reply
Patricia Hernandez on August 1, 2026 10:05 am Nice to see insider buying—usually a good signal in this space. Reply
James Martin on August 1, 2026 10:07 am Interesting update on Peter Zeihan´s Predicts the Future of BITCOIN. Curious how the grades will trend next quarter. Reply
25 Comments
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.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Interesting update on Peter Zeihan´s Predicts the Future of BITCOIN. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.