Liam K. Rodriguez on November 1, 2026 2:35 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Williams on November 1, 2026 2:38 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Hernandez on November 1, 2026 2:39 pm I like the balance sheet here—less leverage than peers. Reply
Jennifer Williams on November 1, 2026 2:40 pm Interesting update on “The Afghanistan Exit Was Inevitable & Necessary” -Peter Zeihan. Curious how the grades will trend next quarter. Reply
Linda Jackson on November 1, 2026 2:41 pm Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Williams on November 1, 2026 2:42 pm I like the balance sheet here—less leverage than peers. Reply
Linda Lee on November 1, 2026 2:43 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Brown on November 1, 2026 2:45 pm Exploration results look promising, but permitting will be the key risk. Reply
Patricia Martinez on November 1, 2026 2:45 pm Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Moore on November 1, 2026 2:46 pm If AISC keeps dropping, this becomes investable for me. Reply
Linda Taylor on November 1, 2026 2:47 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Jones on November 1, 2026 2:48 pm Exploration results look promising, but permitting will be the key risk. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
20 Comments
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.
I like the balance sheet here—less leverage than peers.
Interesting update on “The Afghanistan Exit Was Inevitable & Necessary” -Peter Zeihan. Curious how the grades will trend next quarter.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Exploration results look promising, but permitting will be the key risk.
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.
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.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.