Robert Thomas on August 9, 2026 9:00 pm Silver leverage is strong here; beta cuts both ways though. Reply
Emma Smith on August 9, 2026 9:01 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James M. Davis on August 9, 2026 9:03 pm If AISC keeps dropping, this becomes investable for me. Reply
Ava Jackson on August 9, 2026 9:04 pm Nice to see insider buying—usually a good signal in this space. Reply
Elijah X. Johnson on August 9, 2026 9:04 pm Silver leverage is strong here; beta cuts both ways though. Reply
Robert N. Smith on August 9, 2026 9:05 pm Nice to see insider buying—usually a good signal in this space. Reply
Emma Rodriguez on August 9, 2026 9:06 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Moore on August 9, 2026 9:06 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Thompson on August 9, 2026 9:07 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Hernandez on August 9, 2026 9:09 pm Interesting update on Rob O’Neill Breaks His Silence on the Toxic Culture at DEVGRU. Curious how the grades will trend next quarter. Reply
Lucas Davis on August 9, 2026 9:12 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas C. Williams on August 9, 2026 9:14 pm Exploration results look promising, but permitting will be the key risk. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
24 Comments
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
Production mix shifting toward Videos might help margins if metals stay firm.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Interesting update on Rob O’Neill Breaks His Silence on the Toxic Culture at DEVGRU. 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.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.