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Professional Drug Smuggler Ken Behr | Mike Drop Ep. 221
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
39 Comments
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.
Good point. Watching costs and grades closely.
Interesting update on Professional Drug Smuggler Ken Behr | Mike Drop Ep. 221. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
I like the balance sheet here—less leverage than peers.
Interesting update on Professional Drug Smuggler Ken Behr | Mike Drop Ep. 221. Curious how the grades will trend next quarter.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
Exploration results look promising, but permitting will be the key risk.
Interesting update on Professional Drug Smuggler Ken Behr | Mike Drop Ep. 221. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
Nice to see insider buying—usually a good signal in this space.
Interesting update on Professional Drug Smuggler Ken Behr | Mike Drop Ep. 221. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Professional Drug Smuggler Ken Behr | Mike Drop Ep. 221. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Interesting update on Professional Drug Smuggler Ken Behr | Mike Drop Ep. 221. Curious how the grades will trend next quarter.
I like the balance sheet here—less leverage than peers.
Nice to see insider buying—usually a good signal in this space.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.