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Linda G. Martin on October 12, 2026 5:15 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Martin on October 12, 2026 5:17 pm If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth Z. Hernandez on October 12, 2026 5:41 pm Good point. Watching costs and grades closely. Reply
Robert Y. Williams on October 12, 2026 5:22 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Smith on October 12, 2026 5:23 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver F. Lee on October 12, 2026 5:23 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Hernandez on October 12, 2026 5:23 pm Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Miller on October 12, 2026 5:23 pm I like the balance sheet here—less leverage than peers. Reply
Lucas Y. Martin on October 12, 2026 5:24 pm Interesting update on The Countdown to RED SKY MOURNING continues with the IN THE BLOOD Q&A. Curious how the grades will trend next quarter. Reply
Robert Thomas on October 12, 2026 5:25 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
John Miller on October 12, 2026 5:26 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Moore on October 12, 2026 5:26 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver Lopez on October 12, 2026 5:26 pm I like the balance sheet here—less leverage than peers. Reply
James Miller on October 12, 2026 5:27 pm Exploration results look promising, but permitting will be the key risk. Reply
Patricia E. Rodriguez on October 12, 2026 6:20 pm Good point. Watching costs and grades closely. Reply
Amelia F. Jones on October 12, 2026 5:28 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
32 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.
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.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Silver leverage is strong here; beta cuts both ways though.
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 continues with the IN THE BLOOD Q&A. Curious how the grades will trend next quarter.
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.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.