Emma Moore on May 12, 2026 9:08 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia Johnson on May 12, 2026 9:09 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Q. Jackson on May 12, 2026 9:10 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Moore on May 12, 2026 9:11 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Thomas on May 12, 2026 9:11 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Jackson on May 12, 2026 9:12 pm Silver leverage is strong here; beta cuts both ways though. Reply
Michael Brown on May 12, 2026 9:19 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary F. Rodriguez on May 12, 2026 9:20 pm Silver leverage is strong here; beta cuts both ways though. Reply
26 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.