William Thomas on July 31, 2026 1:33 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
John S. Williams on July 31, 2026 1:33 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Taylor on July 31, 2026 1:34 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Olivia White on July 31, 2026 1:34 pm Silver leverage is strong here; beta cuts both ways though. Reply
Oliver C. Garcia on July 31, 2026 1:34 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Lopez on July 31, 2026 1:35 pm Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Hernandez on July 31, 2026 1:35 pm Interesting update on TARGETED BOOK 2: TITLE REVEAL. Curious how the grades will trend next quarter. Reply
Lucas X. Rodriguez on July 31, 2026 1:36 pm I like the balance sheet here—less leverage than peers. Reply
Oliver J. Lopez on July 31, 2026 1:36 pm Exploration results look promising, but permitting will be the key risk. Reply
James Jones on July 31, 2026 1:37 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Linda Brown on July 31, 2026 1:37 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William A. Garcia on July 31, 2026 1:38 pm Nice to see insider buying—usually a good signal in this space. Reply
James Johnson on July 31, 2026 1:38 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Miller on July 31, 2026 1:40 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Garcia on July 31, 2026 1:42 pm Nice to see insider buying—usually a good signal in this space. Reply
Lucas Johnson on July 31, 2026 1:42 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia Jackson on July 31, 2026 1:43 pm If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth Lee on July 31, 2026 1:44 pm Silver leverage is strong here; beta cuts both ways though. Reply
Amelia Martinez on July 31, 2026 1:44 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Martinez on July 31, 2026 1:46 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Johnson on July 31, 2026 1:46 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Davis on July 31, 2026 1:46 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
46 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Silver leverage is strong here; beta cuts both ways though.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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 TARGETED BOOK 2: TITLE REVEAL. Curious how the grades will trend next quarter.
I like the balance sheet here—less leverage than peers.
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.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
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.
If AISC keeps dropping, this becomes investable for me.
Nice to see insider buying—usually a good signal in this space.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.