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Mary Thomas on October 31, 2026 4:10 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Brown on October 31, 2026 4:11 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Johnson on October 31, 2026 4:12 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver Lopez on October 31, 2026 4:12 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
John D. Hernandez on October 31, 2026 4:13 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
James Thompson on October 31, 2026 4:16 pm Silver leverage is strong here; beta cuts both ways though. Reply
Michael Z. Rodriguez on October 31, 2026 4:17 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Davis on October 31, 2026 4:18 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella D. Rodriguez on October 31, 2026 5:06 pm Good point. Watching costs and grades closely. Reply
Michael Y. Lee on October 31, 2026 4:19 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Taylor on October 31, 2026 4:19 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Garcia on October 31, 2026 4:20 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Garand Thumb
By Garand Thumb
By Garand Thumb
24 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Production mix shifting toward Videos might help margins if metals stay firm.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
I like the balance sheet here—less leverage than peers.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Production mix shifting toward Videos might help margins if metals stay firm.