Michael Lee on October 17, 2026 7:53 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Thompson on October 17, 2026 7:53 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Taylor on October 17, 2026 7:55 am Interesting update on Scott Mann – The Real Cost of America’s Failures | SRS #135. Curious how the grades will trend next quarter. Reply
Elijah Lopez on October 17, 2026 7:55 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Miller on October 17, 2026 7:56 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Thomas on October 17, 2026 7:56 am If AISC keeps dropping, this becomes investable for me. Reply
Oliver Moore on October 17, 2026 7:57 am I like the balance sheet here—less leverage than peers. Reply
Elijah Moore on October 17, 2026 7:57 am If AISC keeps dropping, this becomes investable for me. Reply
Olivia E. Martin on October 17, 2026 7:58 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Hernandez on October 17, 2026 7:59 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Q. Thompson on October 17, 2026 8:01 am Silver leverage is strong here; beta cuts both ways though. Reply
Noah Davis on October 17, 2026 8:01 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Brown on October 17, 2026 8:01 am I like the balance sheet here—less leverage than peers. Reply
William N. Smith on October 17, 2026 8:02 am Exploration results look promising, but permitting will be the key risk. Reply
Isabella Jones on October 17, 2026 8:03 am Interesting update on Scott Mann – The Real Cost of America’s Failures | SRS #135. Curious how the grades will trend next quarter. Reply
Olivia Davis on October 17, 2026 8:03 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Martin on October 17, 2026 8:04 am Nice to see insider buying—usually a good signal in this space. Reply
Oliver Q. Lee on October 17, 2026 8:05 am Interesting update on Scott Mann – The Real Cost of America’s Failures | SRS #135. Curious how the grades will trend next quarter. Reply
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Interesting update on Scott Mann – The Real Cost of America’s Failures | SRS #135. 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.
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.
If AISC keeps dropping, this becomes investable for me.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Exploration results look promising, but permitting will be the key risk.
Interesting update on Scott Mann – The Real Cost of America’s Failures | SRS #135. 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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Interesting update on Scott Mann – The Real Cost of America’s Failures | SRS #135. Curious how the grades will trend next quarter.