Jared Shaw & David DiGilio — Behind the Brotherhood and the Making of THE TERMINAL LISTFebruary 11, 2026
Oliver Jones on January 26, 2026 10:14 am If AISC keeps dropping, this becomes investable for me. Reply
Patricia Smith on January 26, 2026 10:14 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Olivia Smith on January 26, 2026 10:15 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James J. Taylor on January 26, 2026 10:16 am I like the balance sheet here—less leverage than peers. Reply
Elizabeth L. Garcia on January 26, 2026 10:42 am Good point. Watching costs and grades closely. Reply
Isabella Lee on January 26, 2026 10:19 am Exploration results look promising, but permitting will be the key risk. Reply
Noah White on January 26, 2026 10:19 am Nice to see insider buying—usually a good signal in this space. Reply
Emma Garcia on January 26, 2026 10:20 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Smith on January 26, 2026 10:23 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Jackson on January 26, 2026 10:24 am Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer M. Lee on January 26, 2026 10:26 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Martinez on January 26, 2026 10:27 am I like the balance sheet here—less leverage than peers. Reply
22 Comments
If AISC keeps dropping, this becomes investable for me.
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.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Nice to see insider buying—usually a good signal in this space.
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.
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.
I like the balance sheet here—less leverage than peers.