Robert M. Smith on February 5, 2026 9:40 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Davis on February 5, 2026 9:41 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer A. Martin on February 5, 2026 9:42 am Nice to see insider buying—usually a good signal in this space. Reply
Michael Y. Jackson on February 5, 2026 9:43 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Johnson on February 5, 2026 9:45 am Exploration results look promising, but permitting will be the key risk. Reply
John O. Martinez on February 5, 2026 9:46 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Martinez on February 5, 2026 9:46 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Jones on February 5, 2026 9:46 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Jackson on February 5, 2026 9:46 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Garcia on February 5, 2026 9:47 am Exploration results look promising, but permitting will be the key risk. Reply
Robert White on February 5, 2026 9:47 am Interesting update on The Guns of Jack Carr: EDC. Curious how the grades will trend next quarter. Reply
Amelia Martinez on February 5, 2026 9:48 am Nice to see insider buying—usually a good signal in this space. Reply
Robert Johnson on February 5, 2026 9:49 am Exploration results look promising, but permitting will be the key risk. Reply
William Garcia on February 5, 2026 9:49 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Taylor on February 5, 2026 9:49 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Williams on February 5, 2026 9:49 am Nice to see insider buying—usually a good signal in this space. Reply
Isabella Hernandez on February 5, 2026 9:50 am I like the balance sheet here—less leverage than peers. Reply
Olivia E. Smith on February 5, 2026 9:50 am Exploration results look promising, but permitting will be the key risk. Reply
Elijah V. Brown on February 5, 2026 9:50 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Williams on February 5, 2026 9:51 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia S. Thompson on February 5, 2026 10:37 am Good point. Watching costs and grades closely. Reply
Mary Williams on February 5, 2026 9:51 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Smith on February 5, 2026 9:52 am I like the balance sheet here—less leverage than peers. Reply
Olivia Miller on February 5, 2026 9:52 am If AISC keeps dropping, this becomes investable for me. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
42 Comments
Uranium names keep pushing higher—supply still tight into 2026.
Production mix shifting toward Videos might help margins if metals stay firm.
Nice to see insider buying—usually a good signal in this space.
Uranium names keep pushing higher—supply still tight into 2026.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
Interesting update on The Guns of Jack Carr: EDC. Curious how the grades will trend next quarter.
Nice to see insider buying—usually a good signal in this space.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Nice to see insider buying—usually a good signal in this space.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.