William Jackson on July 7, 2026 9:04 am Uranium names keep pushing higher—supply still tight into 2026. Reply
James Jones on July 7, 2026 9:04 am Interesting update on Ruger has had ENOUGH– Now They Called it Quits. Curious how the grades will trend next quarter. Reply
Mary Johnson on July 7, 2026 9:05 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava H. Rodriguez on July 7, 2026 9:06 am Silver leverage is strong here; beta cuts both ways though. Reply
Isabella Martin on July 7, 2026 9:08 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Taylor on July 7, 2026 9:11 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Brown on July 7, 2026 9:12 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda K. Davis on July 7, 2026 9:13 am Nice to see insider buying—usually a good signal in this space. Reply
Ava Brown on July 7, 2026 9:15 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Lopez on July 7, 2026 9:15 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By Line45
By Line45
24 Comments
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 Ruger has had ENOUGH– Now They Called it Quits. Curious how the grades will trend next quarter.
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.
I like the balance sheet here—less leverage than peers.
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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.