James Smith on August 1, 2026 2:04 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Lucas Martin on August 1, 2026 2:04 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Jones on August 1, 2026 2:05 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Johnson on August 1, 2026 2:06 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
William N. Hernandez on August 1, 2026 2:06 pm Silver leverage is strong here; beta cuts both ways though. Reply
Linda Lee on August 1, 2026 2:06 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver Q. Thompson on August 1, 2026 2:07 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella White on August 1, 2026 2:09 pm If AISC keeps dropping, this becomes investable for me. Reply
Noah Thompson on August 1, 2026 2:11 pm If AISC keeps dropping, this becomes investable for me. Reply
Noah S. Brown on August 1, 2026 2:11 pm I like the balance sheet here—less leverage than peers. Reply
Linda Jackson on August 1, 2026 2:12 pm If AISC keeps dropping, this becomes investable for me. Reply
Liam Garcia on August 1, 2026 2:12 pm Nice to see insider buying—usually a good signal in this space. Reply
Jennifer Moore on August 1, 2026 2:13 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Martinez on August 1, 2026 2:17 pm If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth T. Brown on August 1, 2026 2:17 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
35 Comments
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
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.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
If AISC keeps dropping, this becomes investable for me.
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.