Senior US Soldier Based at NATO Headquarters Arrested on Suspicion of Helping RussiaNovember 11, 2026
Emma White on November 4, 2026 6:20 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Thompson on November 4, 2026 6:21 pm Exploration results look promising, but permitting will be the key risk. Reply
Elijah Williams on November 4, 2026 6:23 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
William Garcia on November 4, 2026 6:24 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Jones on November 4, 2026 6:25 pm Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Thomas on November 4, 2026 6:27 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Miller on November 4, 2026 6:29 pm I like the balance sheet here—less leverage than peers. Reply
Amelia Garcia on November 4, 2026 6:32 pm I like the balance sheet here—less leverage than peers. Reply
Noah Moore on November 4, 2026 6:32 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
23 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.