Matt Gialich – Debunking Aliens in the Ocean, Mining Asteroids and Black Holes | SRS #226November 14, 2026
Ava Moore on November 14, 2026 4:10 pm Silver leverage is strong here; beta cuts both ways though. Reply
Liam Thomas on November 14, 2026 4:10 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Davis on November 14, 2026 4:11 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James Lopez on November 14, 2026 4:12 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella R. Martinez on November 14, 2026 4:54 pm Good point. Watching costs and grades closely. Reply
Lucas Martinez on November 14, 2026 4:13 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah D. Williams on November 14, 2026 4:14 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Rodriguez on November 14, 2026 4:17 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Taylor on November 14, 2026 4:18 pm Interesting update on Recon Marine Explains Why Tom Cruise Operates Like a Tier 1 Operator. Curious how the grades will trend next quarter. Reply
Noah A. Smith on November 14, 2026 4:18 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Williams on November 14, 2026 4:18 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah O. Lee on November 14, 2026 4:19 pm Exploration results look promising, but permitting will be the key risk. Reply
Amelia Hernandez on November 14, 2026 4:22 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Thomas on November 14, 2026 4:23 pm Interesting update on Recon Marine Explains Why Tom Cruise Operates Like a Tier 1 Operator. Curious how the grades will trend next quarter. Reply
Elizabeth Martinez on November 14, 2026 4:23 pm I like the balance sheet here—less leverage than peers. Reply
Noah Jones on November 14, 2026 4:24 pm Exploration results look promising, but permitting will be the key risk. Reply
Elijah Johnson on November 14, 2026 4:24 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
36 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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Interesting update on Recon Marine Explains Why Tom Cruise Operates Like a Tier 1 Operator. Curious how the grades will trend next quarter.
Nice to see insider buying—usually a good signal in this space.
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.
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.
Interesting update on Recon Marine Explains Why Tom Cruise Operates Like a Tier 1 Operator. Curious how the grades will trend next quarter.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.