Isabella Davis on February 17, 2026 11:51 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Johnson on February 17, 2026 11:52 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Hernandez on February 17, 2026 12:07 pm Good point. Watching costs and grades closely. Reply
James X. Miller on February 17, 2026 11:54 am Silver leverage is strong here; beta cuts both ways though. Reply
William Lopez on February 17, 2026 11:54 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Davis on February 17, 2026 11:55 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Miller on February 17, 2026 11:55 am If AISC keeps dropping, this becomes investable for me. Reply
Olivia Thomas on February 17, 2026 11:56 am Exploration results look promising, but permitting will be the key risk. Reply
Amelia Hernandez on February 17, 2026 11:56 am Nice to see insider buying—usually a good signal in this space. Reply
Ava E. Miller on February 17, 2026 11:56 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Martin on February 17, 2026 11:57 am Exploration results look promising, but permitting will be the key risk. Reply
Patricia Thomas on February 17, 2026 11:58 am I like the balance sheet here—less leverage than peers. Reply
Emma Thomas on February 17, 2026 12:00 pm If AISC keeps dropping, this becomes investable for me. Reply
Emma Martinez on February 17, 2026 12:00 pm If AISC keeps dropping, this becomes investable for me. Reply
James White on February 17, 2026 12:01 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Garcia on February 17, 2026 12:02 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Thompson on February 17, 2026 12:02 pm Interesting update on Sheepdogs. Curious how the grades will trend next quarter. Reply
Olivia Martin on February 17, 2026 12:03 pm Silver leverage is strong here; beta cuts both ways though. Reply
John Moore on February 17, 2026 12:03 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver Martinez on February 17, 2026 12:04 pm Silver leverage is strong here; beta cuts both ways though. Reply
James Smith on February 17, 2026 12:04 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Ava V. Rodriguez on February 17, 2026 12:04 pm I like the balance sheet here—less leverage than peers. Reply
Patricia Smith on February 17, 2026 12:05 pm If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth K. Williams on February 17, 2026 12:32 pm Good point. Watching costs and grades closely. Reply
Elizabeth Garcia on February 17, 2026 12:06 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Olivia Williams on February 17, 2026 12:06 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
46 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Exploration results look promising, but permitting will be the key risk.
Nice to see insider buying—usually a good signal in this space.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on Sheepdogs. Curious how the grades will trend next quarter.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
Production mix shifting toward Videos might help margins if metals stay firm.
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.