Amelia Johnson on May 13, 2026 2:01 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah G. Jackson on May 13, 2026 2:03 pm If AISC keeps dropping, this becomes investable for me. Reply
John Brown on May 13, 2026 2:05 pm Nice to see insider buying—usually a good signal in this space. Reply
James Brown on May 13, 2026 2:10 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Liam Thompson on May 13, 2026 2:10 pm Silver leverage is strong here; beta cuts both ways though. Reply
Mary Martinez on May 13, 2026 2:11 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer Thompson on May 13, 2026 2:11 pm Exploration results look promising, but permitting will be the key risk. Reply
Elijah F. Davis on May 13, 2026 2:11 pm Interesting update on The Guns of Jack Carr: SIG Next. Curious how the grades will trend next quarter. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
21 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
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.
Interesting update on The Guns of Jack Carr: SIG Next. Curious how the grades will trend next quarter.
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.