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The Fourth Option: Prologue Part 2
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
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27 Comments
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
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.
Exploration results look promising, but permitting will be the key risk.
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.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
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.