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Noah Johnson on October 12, 2026 9:44 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Garcia on October 12, 2026 9:46 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Davis on October 12, 2026 9:49 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Thompson on October 12, 2026 9:49 pm Silver leverage is strong here; beta cuts both ways though. Reply
Olivia Y. Moore on October 12, 2026 9:49 pm If AISC keeps dropping, this becomes investable for me. Reply
Liam Miller on October 12, 2026 9:50 pm Silver leverage is strong here; beta cuts both ways though. Reply
Mary Martinez on October 12, 2026 9:51 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Thomas on October 12, 2026 9:53 pm I like the balance sheet here—less leverage than peers. Reply
Liam Rodriguez on October 12, 2026 9:53 pm I like the balance sheet here—less leverage than peers. Reply
John E. Thomas on October 12, 2026 9:56 pm Exploration results look promising, but permitting will be the key risk. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
21 Comments
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.