Elijah K. Davis on May 21, 2026 11:28 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Smith on May 21, 2026 11:28 am Interesting update on SF SGM Reacts to Special Forces Combat Marksmanship. Curious how the grades will trend next quarter. Reply
Elijah Y. Davis on May 21, 2026 11:30 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert G. Smith on May 21, 2026 11:30 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Garcia on May 21, 2026 11:31 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Lee on May 21, 2026 11:31 am Silver leverage is strong here; beta cuts both ways though. Reply
Emma Lopez on May 21, 2026 11:31 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia H. Martinez on May 21, 2026 11:33 am If AISC keeps dropping, this becomes investable for me. Reply
Mary V. Thompson on May 21, 2026 11:35 am I like the balance sheet here—less leverage than peers. Reply
Noah Thompson on May 21, 2026 11:36 am Interesting update on SF SGM Reacts to Special Forces Combat Marksmanship. Curious how the grades will trend next quarter. Reply
Jennifer Moore on May 21, 2026 11:39 am Nice to see insider buying—usually a good signal in this space. Reply
John Lee on May 21, 2026 11:39 am Nice to see insider buying—usually a good signal in this space. Reply
Ava Smith on May 21, 2026 11:40 am Interesting update on SF SGM Reacts to Special Forces Combat Marksmanship. Curious how the grades will trend next quarter. Reply
William Rodriguez on May 21, 2026 11:40 am Uranium names keep pushing higher—supply still tight into 2026. Reply
James C. Rodriguez on May 21, 2026 11:41 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver L. Martin on May 21, 2026 11:42 am If AISC keeps dropping, this becomes investable for me. Reply
49 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Interesting update on SF SGM Reacts to Special Forces Combat Marksmanship. Curious how the grades will trend next quarter.
I like the balance sheet here—less leverage than peers.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Interesting update on SF SGM Reacts to Special Forces Combat Marksmanship. 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.
I like the balance sheet here—less leverage than peers.
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.
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.
Interesting update on SF SGM Reacts to Special Forces Combat Marksmanship. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.