Sons of Saddam – Bagging Uday and Qusay with DELTA Op John Shrek McPhee | Mike Drop #195October 30, 2025
William Hernandez on October 25, 2025 4:33 pm Silver leverage is strong here; beta cuts both ways though. Reply
Liam N. Smith on October 25, 2025 4:34 pm I like the balance sheet here—less leverage than peers. Reply
Olivia Williams on October 25, 2025 4:34 pm Interesting update on Self Defense? Tech Prep. Curious how the grades will trend next quarter. Reply
Lucas Martinez on October 25, 2025 4:35 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
William Hernandez on October 25, 2025 4:36 pm If AISC keeps dropping, this becomes investable for me. Reply
Patricia Brown on October 25, 2025 4:37 pm Interesting update on Self Defense? Tech Prep. Curious how the grades will trend next quarter. Reply
Elizabeth Thompson on October 25, 2025 4:37 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella C. Lee on October 25, 2025 4:37 pm I like the balance sheet here—less leverage than peers. Reply
Ava Hernandez on October 25, 2025 4:38 pm Silver leverage is strong here; beta cuts both ways though. Reply
Ava Jones on October 25, 2025 4:38 pm Exploration results look promising, but permitting will be the key risk. Reply
Ava Jones on October 25, 2025 4:41 pm Interesting update on Self Defense? Tech Prep. Curious how the grades will trend next quarter. Reply
Noah Johnson on October 25, 2025 4:42 pm I like the balance sheet here—less leverage than peers. Reply
Mary Jones on October 25, 2025 4:45 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava Jones on October 25, 2025 4:45 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael T. Miller on October 25, 2025 4:45 pm Silver leverage is strong here; beta cuts both ways though. Reply
William M. Thompson on October 25, 2025 4:46 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
33 Comments
Silver leverage is strong here; beta cuts both ways though.
I like the balance sheet here—less leverage than peers.
Interesting update on Self Defense? Tech Prep. Curious how the grades will trend next quarter.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Interesting update on Self Defense? Tech Prep. Curious how the grades will trend next quarter.
Production mix shifting toward Videos might help margins if metals stay firm.
I like the balance sheet here—less leverage than peers.
Silver leverage is strong here; beta cuts both ways though.
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.
Good point. Watching costs and grades closely.
Interesting update on Self Defense? Tech Prep. Curious how the grades will trend next quarter.
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.
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.
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.