Elijah I. Williams on October 18, 2026 11:01 am Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Martinez on October 18, 2026 11:01 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Jones on October 18, 2026 11:01 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael N. Williams on October 18, 2026 11:03 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia P. Taylor on October 18, 2026 11:04 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Lee on October 18, 2026 11:07 am Silver leverage is strong here; beta cuts both ways though. Reply
Noah Rodriguez on October 18, 2026 11:08 am If AISC keeps dropping, this becomes investable for me. Reply
John Williams on October 18, 2026 11:09 am If AISC keeps dropping, this becomes investable for me. Reply
James Q. Smith on October 18, 2026 11:10 am If AISC keeps dropping, this becomes investable for me. Reply
Isabella Jackson on October 18, 2026 11:13 am Nice to see insider buying—usually a good signal in this space. Reply
Mary Jackson on October 18, 2026 11:15 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
19 Comments
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.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Nice to see insider buying—usually a good signal in this space.
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.