Michael Lee on August 21, 2026 4:41 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Martinez on August 21, 2026 4:41 pm Silver leverage is strong here; beta cuts both ways though. Reply
James Thomas on August 21, 2026 4:43 pm If AISC keeps dropping, this becomes investable for me. Reply
William Smith on August 21, 2026 4:43 pm Nice to see insider buying—usually a good signal in this space. Reply
Lucas Lopez on August 21, 2026 4:43 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Miller on August 21, 2026 4:44 pm Silver leverage is strong here; beta cuts both ways though. Reply
William White on August 21, 2026 4:44 pm Exploration results look promising, but permitting will be the key risk. Reply
Liam Thomas on August 21, 2026 4:47 pm Nice to see insider buying—usually a good signal in this space. Reply
Robert Y. Johnson on August 21, 2026 4:49 pm I like the balance sheet here—less leverage than peers. Reply
Isabella Johnson on August 21, 2026 4:50 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert White on August 21, 2026 4:50 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Garcia on August 21, 2026 4:52 pm Silver leverage is strong here; beta cuts both ways though. Reply
James N. Martin on August 21, 2026 4:53 pm Interesting update on STOP Writing Boring Narratives with This One Trick. Curious how the grades will trend next quarter. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
28 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.
Silver leverage is strong here; beta cuts both ways though.
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.
Nice to see insider buying—usually a good signal in this space.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Silver leverage is strong here; beta cuts both ways though.
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.
I like the balance sheet here—less leverage than peers.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Interesting update on STOP Writing Boring Narratives with This One Trick. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.