William Taylor on August 4, 2026 11:11 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Lee on August 4, 2026 11:11 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Garcia on August 4, 2026 11:11 am I like the balance sheet here—less leverage than peers. Reply
Ava Brown on August 4, 2026 11:11 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Miller on August 4, 2026 11:11 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Miller on August 4, 2026 11:14 am Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Lopez on August 4, 2026 11:15 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Jones on August 4, 2026 11:15 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Ava Jackson on August 4, 2026 11:16 am Nice to see insider buying—usually a good signal in this space. Reply
Olivia Garcia on August 4, 2026 11:16 am Exploration results look promising, but permitting will be the key risk. Reply
Ava M. Rodriguez on August 4, 2026 11:16 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Ava Martinez on August 4, 2026 11:18 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia S. Jackson on August 4, 2026 11:19 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Davis on August 4, 2026 11:20 am Exploration results look promising, but permitting will be the key risk. Reply
Linda Z. Rodriguez on August 4, 2026 11:20 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Johnson on August 4, 2026 11:22 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Jackson on August 4, 2026 11:23 am I like the balance sheet here—less leverage than peers. Reply
Olivia Davis on August 4, 2026 11:23 am Interesting update on Surviving Black Hawk Down. Curious how the grades will trend next quarter. Reply
Lucas Taylor on August 4, 2026 11:24 am I like the balance sheet here—less leverage than peers. Reply
Robert White on August 4, 2026 11:24 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
46 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
I like the balance sheet here—less leverage than peers.
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.
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.
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.
Exploration results look promising, but permitting will be the key risk.
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.
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.
Exploration results look promising, but permitting will be the key risk.
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.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Surviving Black Hawk Down. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.