Are We The Biggest Threat to National Security? USAF Spec Ops Trent Seegmiller | Mike Drop Ep. 223October 28, 2026
Elizabeth Thomas on October 28, 2026 8:38 am Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Taylor on October 28, 2026 8:38 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Taylor on October 28, 2026 8:40 am If AISC keeps dropping, this becomes investable for me. Reply
James P. Garcia on October 28, 2026 8:41 am Nice to see insider buying—usually a good signal in this space. Reply
Jennifer Lee on October 28, 2026 8:42 am I like the balance sheet here—less leverage than peers. Reply
Jennifer Rodriguez on October 28, 2026 8:44 am I like the balance sheet here—less leverage than peers. Reply
John V. Thomas on October 28, 2026 8:45 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Martinez on October 28, 2026 8:46 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Brown on October 28, 2026 8:47 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary Martin on October 28, 2026 8:47 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Lucas Jones on October 28, 2026 8:49 am Nice to see insider buying—usually a good signal in this space. Reply
Lucas Miller on October 28, 2026 8:53 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
28 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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Good point. Watching costs and grades closely.