Knife Sharpening 101: How to Keep Your Edge with MKC Founder Josh Smith | Mike Drop 220October 31, 2025
Emma Williams on October 27, 2025 1:49 am I like the balance sheet here—less leverage than peers. Reply
Mary S. Miller on October 27, 2025 1:49 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah D. Brown on October 27, 2025 1:49 am Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Jones on October 27, 2025 1:50 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah C. Williams on October 27, 2025 1:50 am Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Davis on October 27, 2025 1:50 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Jackson on October 27, 2025 1:51 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Miller on October 27, 2025 1:51 am Nice to see insider buying—usually a good signal in this space. Reply
Michael Martinez on October 27, 2025 1:51 am I like the balance sheet here—less leverage than peers. Reply
Oliver Jackson on October 27, 2025 1:51 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Miller on October 27, 2025 1:55 am If AISC keeps dropping, this becomes investable for me. Reply
James Martinez on October 27, 2025 1:55 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella N. Jackson on October 27, 2025 1:56 am Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Q. White on October 27, 2025 1:56 am If AISC keeps dropping, this becomes investable for me. Reply
James Brown on October 27, 2025 1:57 am Nice to see insider buying—usually a good signal in this space. Reply
Jennifer Y. Moore on October 27, 2025 1:58 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia Martinez on October 27, 2025 1:58 am Silver leverage is strong here; beta cuts both ways though. Reply
Ava Thomas on October 27, 2025 1:58 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Brown on October 27, 2025 1:59 am If AISC keeps dropping, this becomes investable for me. Reply
Oliver Thomas on October 27, 2025 2:00 am I like the balance sheet here—less leverage than peers. Reply
John Jones on October 27, 2025 2:00 am Silver leverage is strong here; beta cuts both ways though. Reply
Linda Martinez on October 27, 2025 2:01 am Exploration results look promising, but permitting will be the key risk. Reply
Linda Williams on October 27, 2025 2:01 am Interesting update on Testing the Lethality of 8.6 BLACKOUT – The Most violent Subsonic available. Curious how the grades will trend next quarter. Reply
Linda Miller on October 27, 2025 2:02 am Silver leverage is strong here; beta cuts both ways though. Reply
49 Comments
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Good point. Watching costs and grades closely.
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.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
Interesting update on Testing the Lethality of 8.6 BLACKOUT – The Most violent Subsonic available. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.