James L. Smith on August 1, 2026 6:57 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Martin on August 1, 2026 6:57 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Ava J. Jackson on August 1, 2026 6:58 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Johnson on August 1, 2026 6:58 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert D. Johnson on August 1, 2026 6:59 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary Brown on August 1, 2026 6:59 pm Interesting update on Ruger Responds to their Guns being Banned– Gun Owners STUNNED. Curious how the grades will trend next quarter. Reply
Patricia Martin on August 1, 2026 6:59 pm Exploration results look promising, but permitting will be the key risk. Reply
Elijah Taylor on August 1, 2026 7:04 pm Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Miller on August 1, 2026 7:04 pm Exploration results look promising, but permitting will be the key risk. Reply
Olivia L. Williams on August 1, 2026 7:06 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Smith on August 1, 2026 7:07 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary Johnson on August 1, 2026 7:08 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Thomas on August 1, 2026 7:08 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Rodriguez on August 1, 2026 7:08 pm Nice to see insider buying—usually a good signal in this space. Reply
Mary Martin on August 1, 2026 7:08 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Line45
By Line45
34 Comments
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.
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.
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.
Interesting update on Ruger Responds to their Guns being Banned– Gun Owners STUNNED. Curious how the grades will trend next quarter.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
I like the balance sheet here—less leverage than peers.
Uranium names keep pushing higher—supply still tight into 2026.
Exploration results look promising, but permitting will be the key risk.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
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.
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.