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Lucas Martin on October 7, 2026 12:21 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert S. Martinez on October 7, 2026 12:22 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael D. Martin on October 7, 2026 12:22 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Linda Moore on October 7, 2026 12:24 pm Silver leverage is strong here; beta cuts both ways though. Reply
Liam U. Martinez on October 7, 2026 12:26 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary White on October 7, 2026 12:27 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth M. Moore on October 7, 2026 12:27 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Martin on October 7, 2026 12:29 pm Exploration results look promising, but permitting will be the key risk. Reply
William Davis on October 7, 2026 12:29 pm I like the balance sheet here—less leverage than peers. Reply
Lucas Davis on October 7, 2026 12:30 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary Jackson on October 7, 2026 12:34 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
22 Comments
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.
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.
Exploration results look promising, but permitting will be the key risk.
Uranium names keep pushing higher—supply still tight into 2026.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
I like the balance sheet here—less leverage than peers.
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.
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.