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Ava White on November 3, 2026 2:49 pm Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Williams on November 3, 2026 2:50 pm Nice to see insider buying—usually a good signal in this space. Reply
John Martin on November 3, 2026 2:51 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Linda Q. Miller on November 3, 2026 2:51 pm If AISC keeps dropping, this becomes investable for me. Reply
Robert Jones on November 3, 2026 2:53 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Miller on November 3, 2026 2:53 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Jones on November 3, 2026 2:53 pm I like the balance sheet here—less leverage than peers. Reply
Lucas Jackson on November 3, 2026 2:54 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Smith on November 3, 2026 2:54 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Miller on November 3, 2026 2:56 pm I like the balance sheet here—less leverage than peers. Reply
Liam O. Miller on November 3, 2026 2:56 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah L. Smith on November 3, 2026 2:58 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Johnson on November 3, 2026 3:01 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam D. Rodriguez on November 3, 2026 3:01 pm I like the balance sheet here—less leverage than peers. Reply
Noah Moore on November 3, 2026 3:03 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By Garand Thumb
By Garand Thumb
By Garand Thumb
32 Comments
Exploration results look promising, but permitting will be the key risk.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
Uranium names keep pushing higher—supply still tight into 2026.
I like the balance sheet here—less leverage than peers.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Uranium names keep pushing higher—supply still tight into 2026.
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.
I like the balance sheet here—less leverage than peers.
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.