Patricia Smith on May 14, 2026 7:34 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Miller on May 14, 2026 7:34 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah Garcia on May 14, 2026 7:35 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam Williams on May 14, 2026 7:37 am Nice to see insider buying—usually a good signal in this space. Reply
Olivia Williams on May 14, 2026 7:38 am Nice to see insider buying—usually a good signal in this space. Reply
Linda Lopez on May 14, 2026 7:39 am Interesting update on The Guns of Jack Carr: P365 Fuse. Curious how the grades will trend next quarter. Reply
Jennifer Martinez on May 14, 2026 7:42 am If AISC keeps dropping, this becomes investable for me. Reply
Ava S. Rodriguez on May 14, 2026 7:42 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
18 Comments
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.
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.
I like the balance sheet here—less leverage than peers.
Nice to see insider buying—usually a good signal in this space.
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.
Interesting update on The Guns of Jack Carr: P365 Fuse. Curious how the grades will trend next quarter.
If AISC keeps dropping, this becomes investable for me.
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.