James Thomas on August 4, 2026 2:23 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Thompson on August 4, 2026 2:24 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Hernandez on August 4, 2026 2:24 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah A. Lopez on August 4, 2026 2:27 am If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth Lopez on August 4, 2026 2:28 am Exploration results look promising, but permitting will be the key risk. Reply
Michael G. Thomas on August 4, 2026 2:28 am If AISC keeps dropping, this becomes investable for me. Reply
Linda Williams on August 4, 2026 2:29 am Interesting update on Red Tide. Curious how the grades will trend next quarter. Reply
Michael Jones on August 4, 2026 2:29 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Smith on August 4, 2026 2:32 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Z. Lopez on August 4, 2026 2:32 am Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Williams on August 4, 2026 2:32 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
22 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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Interesting update on Red Tide. Curious how the grades will trend next quarter.
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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.