Knife Sharpening 101: How to Keep Your Edge with MKC Founder Josh Smith | Mike Drop 220October 31, 2025
John Y. Thomas on October 26, 2025 11:35 pm Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Miller on October 26, 2025 11:35 pm I like the balance sheet here—less leverage than peers. Reply
Isabella K. Rodriguez on October 26, 2025 11:55 pm Good point. Watching costs and grades closely. Reply
Ava Lee on October 26, 2025 11:39 pm Interesting update on The Gun Liberals Aren’t Scared Of But They Should Be. The Springfield M1A Scout. Curious how the grades will trend next quarter. Reply
Patricia Taylor on October 26, 2025 11:40 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Martin on October 26, 2025 11:40 pm If AISC keeps dropping, this becomes investable for me. Reply
Robert Martinez on October 26, 2025 11:40 pm Nice to see insider buying—usually a good signal in this space. Reply
Noah Lopez on October 26, 2025 11:42 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver Williams on October 26, 2025 11:43 pm Nice to see insider buying—usually a good signal in this space. Reply
Elijah Martin on October 26, 2025 11:43 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Williams on October 26, 2025 11:44 pm Nice to see insider buying—usually a good signal in this space. Reply
Olivia V. Williams on October 26, 2025 11:44 pm I like the balance sheet here—less leverage than peers. Reply
Lucas A. Thomas on October 26, 2025 11:47 pm If AISC keeps dropping, this becomes investable for me. Reply
John Lopez on October 26, 2025 11:47 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
24 Comments
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.
Good point. Watching costs and grades closely.
Interesting update on The Gun Liberals Aren’t Scared Of But They Should Be. The Springfield M1A Scout. Curious how the grades will trend next quarter.
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.
Nice to see insider buying—usually a good signal in this space.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.
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.
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.