Elizabeth Miller on May 13, 2026 10:29 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Brown on May 13, 2026 10:29 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Garcia on May 13, 2026 10:30 am Interesting update on PREPARED with Mike Glover: Surviving Worst-Case Scenarios. Curious how the grades will trend next quarter. Reply
Noah Williams on May 13, 2026 10:34 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Smith on May 13, 2026 10:34 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth E. Thompson on May 13, 2026 10:36 am Nice to see insider buying—usually a good signal in this space. Reply
Isabella White on May 13, 2026 10:38 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Martin on May 13, 2026 10:39 am I like the balance sheet here—less leverage than peers. Reply
Mary W. Smith on May 13, 2026 10:40 am Exploration results look promising, but permitting will be the key risk. Reply
17 Comments
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.
Interesting update on PREPARED with Mike Glover: Surviving Worst-Case Scenarios. Curious how the grades will trend next quarter.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
I like the balance sheet here—less leverage than peers.
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.