Mary White on November 13, 2026 10:01 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Smith on November 13, 2026 10:01 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver S. Thompson on November 13, 2026 10:04 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert G. Martin on November 13, 2026 10:07 pm Interesting update on The Best EDC Stack According to a DEVGRU Operator. Curious how the grades will trend next quarter. Reply
Mary Jackson on November 13, 2026 10:09 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver Brown on November 13, 2026 10:09 pm Interesting update on The Best EDC Stack According to a DEVGRU Operator. Curious how the grades will trend next quarter. Reply
Noah R. Martinez on November 13, 2026 10:10 pm If AISC keeps dropping, this becomes investable for me. Reply
Linda Smith on November 13, 2026 10:10 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Garcia on November 13, 2026 10:10 pm Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Jackson on November 13, 2026 10:12 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Ava M. Lopez on November 13, 2026 10:13 pm I like the balance sheet here—less leverage than peers. Reply
Isabella Davis on November 13, 2026 10:13 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Liam Smith on November 13, 2026 10:14 pm Interesting update on The Best EDC Stack According to a DEVGRU Operator. Curious how the grades will trend next quarter. Reply
Amelia R. Garcia on November 13, 2026 10:14 pm Silver leverage is strong here; beta cuts both ways though. Reply
Isabella Smith on November 13, 2026 10:14 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
25 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Interesting update on The Best EDC Stack According to a DEVGRU Operator. Curious how the grades will trend next quarter.
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.
Interesting update on The Best EDC Stack According to a DEVGRU Operator. Curious how the grades will trend next quarter.
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.
Silver leverage is strong here; beta cuts both ways though.
Production mix shifting toward Videos might help margins if metals stay firm.
I like the balance sheet here—less leverage than peers.
Production mix shifting toward Videos might help margins if metals stay firm.
Interesting update on The Best EDC Stack According to a DEVGRU Operator. 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.
Good point. Watching costs and grades closely.
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.