Liam Williams on November 4, 2026 12:06 pm I like the balance sheet here—less leverage than peers. Reply
James Garcia on November 4, 2026 12:08 pm I like the balance sheet here—less leverage than peers. Reply
Linda Martin on November 4, 2026 12:09 pm Exploration results look promising, but permitting will be the key risk. Reply
Lucas Davis on November 4, 2026 12:09 pm If AISC keeps dropping, this becomes investable for me. Reply
Olivia Hernandez on November 4, 2026 12:09 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Y. Thompson on November 4, 2026 12:10 pm Exploration results look promising, but permitting will be the key risk. Reply
William X. Thompson on November 4, 2026 12:11 pm I like the balance sheet here—less leverage than peers. Reply
Isabella Lopez on November 4, 2026 12:11 pm I like the balance sheet here—less leverage than peers. Reply
Olivia Williams on November 4, 2026 12:11 pm If AISC keeps dropping, this becomes investable for me. Reply
William P. Williams on November 4, 2026 12:34 pm Good point. Watching costs and grades closely. Reply
Patricia Miller on November 4, 2026 12:12 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Garcia on November 4, 2026 12:13 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah S. Hernandez on November 4, 2026 12:14 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Lee on November 4, 2026 12:14 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah W. Rodriguez on November 4, 2026 12:15 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Amelia W. Rodriguez on November 4, 2026 12:15 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Davis on November 4, 2026 12:16 pm Silver leverage is strong here; beta cuts both ways though. Reply
William Johnson on November 4, 2026 12:17 pm If AISC keeps dropping, this becomes investable for me. Reply
Linda Rodriguez on November 4, 2026 12:17 pm Exploration results look promising, but permitting will be the key risk. Reply
Patricia Thomas on November 4, 2026 12:18 pm Interesting update on The Future of Freedom with Tulsi Gabbard. Curious how the grades will trend next quarter. Reply
Elizabeth Lee on November 4, 2026 12:18 pm If AISC keeps dropping, this becomes investable for me. Reply
Noah Z. Lee on November 4, 2026 12:18 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
43 Comments
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Exploration results look promising, but permitting will be the key risk.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
If AISC keeps dropping, this becomes investable for me.
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.
Interesting update on The Future of Freedom with Tulsi Gabbard. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.