John Martin on June 12, 2026 5:56 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
William Garcia on June 12, 2026 5:56 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Moore on June 12, 2026 5:57 pm Silver leverage is strong here; beta cuts both ways though. Reply
Robert Thomas on June 12, 2026 5:57 pm Exploration results look promising, but permitting will be the key risk. Reply
James Johnson on June 12, 2026 6:00 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Martin on June 12, 2026 6:01 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver Y. Thompson on June 12, 2026 6:01 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James L. Moore on June 12, 2026 6:02 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Moore on June 12, 2026 6:03 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James Smith on June 12, 2026 6:03 pm Exploration results look promising, but permitting will be the key risk. Reply
Olivia Lopez on June 12, 2026 6:05 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Brown on June 12, 2026 6:05 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Thomas on June 12, 2026 6:05 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
28 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Silver leverage is strong here; beta cuts both ways though.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Exploration results look promising, but permitting will be the key risk.
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.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.