John Jones on October 3, 2026 11:21 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer N. Miller on October 3, 2026 11:22 pm If AISC keeps dropping, this becomes investable for me. Reply
Elijah Moore on October 3, 2026 11:23 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Moore on October 3, 2026 11:23 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James V. Brown on October 3, 2026 11:24 pm Silver leverage is strong here; beta cuts both ways though. Reply
Ava Moore on October 3, 2026 11:24 pm Silver leverage is strong here; beta cuts both ways though. Reply
John Rodriguez on October 3, 2026 11:25 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James Smith on October 3, 2026 11:26 pm I like the balance sheet here—less leverage than peers. Reply
Ava Williams on October 3, 2026 11:26 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Johnson on October 3, 2026 11:27 pm Silver leverage is strong here; beta cuts both ways though. Reply
James Johnson on October 3, 2026 11:28 pm Exploration results look promising, but permitting will be the key risk. Reply
Linda Taylor on October 3, 2026 11:28 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Johnson on October 3, 2026 11:28 pm Interesting update on Red Sky Mourning Chapter 1 Reading. Curious how the grades will trend next quarter. Reply
Jennifer Z. Williams on October 4, 2026 12:19 am Good point. Watching costs and grades closely. Reply
Olivia White on October 3, 2026 11:29 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Lopez on October 3, 2026 11:30 pm If AISC keeps dropping, this becomes investable for me. Reply
Linda Moore on October 3, 2026 11:30 pm Silver leverage is strong here; beta cuts both ways though. Reply
James Taylor on October 3, 2026 11:31 pm If AISC keeps dropping, this becomes investable for me. Reply
Mary Rodriguez on October 3, 2026 11:32 pm Interesting update on Red Sky Mourning Chapter 1 Reading. Curious how the grades will trend next quarter. Reply
Elijah Martinez on October 3, 2026 11:33 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam C. Smith on October 3, 2026 11:34 pm Silver leverage is strong here; beta cuts both ways though. Reply
Emma R. Miller on October 3, 2026 11:34 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia G. Thompson on October 3, 2026 11:34 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
43 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
Interesting update on Red Sky Mourning Chapter 1 Reading. Curious how the grades will trend next quarter.
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.
If AISC keeps dropping, this becomes investable for me.
Silver leverage is strong here; beta cuts both ways though.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Interesting update on Red Sky Mourning Chapter 1 Reading. Curious how the grades will trend next quarter.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
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.
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.