Michael X. Jones on October 10, 2026 9:13 am Silver leverage is strong here; beta cuts both ways though. Reply
Amelia Lee on October 10, 2026 9:14 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia U. Johnson on October 10, 2026 9:15 am Interesting update on Surrender Not An Option. Curious how the grades will trend next quarter. Reply
Elijah Brown on October 10, 2026 9:18 am I like the balance sheet here—less leverage than peers. Reply
John Jackson on October 10, 2026 9:19 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam Martin on October 10, 2026 9:20 am Exploration results look promising, but permitting will be the key risk. Reply
Patricia Jones on October 10, 2026 9:21 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia G. Rodriguez on October 10, 2026 9:21 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Brown on October 10, 2026 9:25 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer S. Lopez on October 10, 2026 9:25 am Nice to see insider buying—usually a good signal in this space. Reply
Patricia Hernandez on October 10, 2026 9:26 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Moore on October 10, 2026 9:27 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
21 Comments
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.
Interesting update on Surrender Not An Option. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
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.
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.
Nice to see insider buying—usually a good signal in this space.
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.
Good point. Watching costs and grades closely.