James G. Thompson on November 2, 2026 5:04 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Martin on November 2, 2026 5:05 pm I like the balance sheet here—less leverage than peers. Reply
John Thompson on November 2, 2026 5:06 pm Interesting update on The Countdown to RED SKY MOURNING begins with THE TERMINAL LIST Q&A. Curious how the grades will trend next quarter. Reply
Noah A. Smith on November 2, 2026 5:06 pm Interesting update on The Countdown to RED SKY MOURNING begins with THE TERMINAL LIST Q&A. Curious how the grades will trend next quarter. Reply
Mary Rodriguez on November 2, 2026 5:06 pm If AISC keeps dropping, this becomes investable for me. Reply
Emma V. Jackson on November 2, 2026 5:07 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Lucas D. Moore on November 2, 2026 5:08 pm Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth B. Rodriguez on November 2, 2026 5:08 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Thompson on November 2, 2026 5:08 pm I like the balance sheet here—less leverage than peers. Reply
Liam Thompson on November 2, 2026 5:12 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Thompson on November 2, 2026 5:13 pm Nice to see insider buying—usually a good signal in this space. Reply
Elijah Z. Smith on November 2, 2026 5:13 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Johnson on November 2, 2026 5:14 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Brown on November 2, 2026 5:14 pm I like the balance sheet here—less leverage than peers. Reply
Mary Garcia on November 2, 2026 5:16 pm Silver leverage is strong here; beta cuts both ways though. Reply
Mary White on November 2, 2026 5:16 pm Nice to see insider buying—usually a good signal in this space. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
28 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Interesting update on The Countdown to RED SKY MOURNING begins with THE TERMINAL LIST Q&A. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on The Countdown to RED SKY MOURNING begins with THE TERMINAL LIST Q&A. Curious how the grades will trend next quarter.
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.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
The cost guidance is better than expected. If they deliver, the stock could rerate.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
I like the balance sheet here—less leverage than peers.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.