Knife Sharpening 101: How to Keep Your Edge with MKC Founder Josh Smith | Mike Drop 220October 31, 2025
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Liam Hernandez on October 31, 2025 4:25 pm If AISC keeps dropping, this becomes investable for me. Reply
John Miller on October 31, 2025 4:25 pm Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Martinez on October 31, 2025 4:26 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Taylor on October 31, 2025 4:27 pm Interesting update on Sleeper Cells in the USA will attack after this…. Curious how the grades will trend next quarter. Reply
Michael T. Martin on October 31, 2025 4:27 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Jones on October 31, 2025 4:28 pm I like the balance sheet here—less leverage than peers. Reply
Liam Jones on October 31, 2025 4:28 pm Exploration results look promising, but permitting will be the key risk. Reply
Liam Johnson on October 31, 2025 4:29 pm Interesting update on Sleeper Cells in the USA will attack after this…. Curious how the grades will trend next quarter. Reply
Mary Jackson on October 31, 2025 4:29 pm Exploration results look promising, but permitting will be the key risk. Reply
William Martinez on October 31, 2025 4:29 pm Nice to see insider buying—usually a good signal in this space. Reply
Robert Smith on October 31, 2025 4:30 pm I like the balance sheet here—less leverage than peers. Reply
John Moore on October 31, 2025 4:31 pm Interesting update on Sleeper Cells in the USA will attack after this…. Curious how the grades will trend next quarter. Reply
Jennifer Moore on October 31, 2025 4:31 pm If AISC keeps dropping, this becomes investable for me. Reply
William Johnson on October 31, 2025 4:32 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Ava A. Taylor on October 31, 2025 4:32 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver Davis on October 31, 2025 4:32 pm Exploration results look promising, but permitting will be the key risk. Reply
Ava Taylor on October 31, 2025 4:33 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella Moore on October 31, 2025 4:33 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Z. Brown on October 31, 2025 4:34 pm If AISC keeps dropping, this becomes investable for me. Reply
James Jones on October 31, 2025 4:37 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Rodriguez on October 31, 2025 4:37 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Miller on October 31, 2025 4:38 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Brown on October 31, 2025 4:39 pm Silver leverage is strong here; beta cuts both ways though. Reply
43 Comments
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Sleeper Cells in the USA will attack after this…. 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.
I like the balance sheet here—less leverage than peers.
Exploration results look promising, but permitting will be the key risk.
Interesting update on Sleeper Cells in the USA will attack after this…. Curious how the grades will trend next quarter.
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.
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.
I like the balance sheet here—less leverage than peers.
Interesting update on Sleeper Cells in the USA will attack after this…. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
Exploration results look promising, but permitting will be the key risk.
Silver leverage is strong here; beta cuts both ways though.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.