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Ranking British & US Tier One Units
By Mike Ritland
By Mike Ritland
By Mike Ritland
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19 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Production mix shifting toward Videos might help margins if metals stay firm.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
I like the balance sheet here—less leverage than peers.
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.