Patricia Johnson on October 8, 2026 6:54 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Thompson on October 8, 2026 6:56 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Hernandez on October 8, 2026 6:58 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Smith on October 8, 2026 6:58 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Moore on October 8, 2026 6:59 am Interesting update on Ranking British & US Tier One Units. Curious how the grades will trend next quarter. Reply
Liam Thompson on October 8, 2026 7:01 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Johnson on October 8, 2026 7:02 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Lee on October 8, 2026 7:03 am Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Q. White on October 8, 2026 7:03 am Interesting update on Ranking British & US Tier One Units. Curious how the grades will trend next quarter. Reply
Elijah Jones on October 8, 2026 7:04 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer G. Rodriguez on October 8, 2026 7:04 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Garcia on October 8, 2026 7:04 am If AISC keeps dropping, this becomes investable for me. Reply
Isabella Thomas on October 8, 2026 7:04 am If AISC keeps dropping, this becomes investable for me. Reply
Robert Z. Hernandez on October 8, 2026 7:07 am Exploration results look promising, but permitting will be the key risk. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
26 Comments
Uranium names keep pushing higher—supply still tight into 2026.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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 Ranking British & US Tier One Units. Curious how the grades will trend next quarter.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Good point. Watching costs and grades closely.
Interesting update on Ranking British & US Tier One Units. Curious how the grades will trend next quarter.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Exploration results look promising, but permitting will be the key risk.