Emma Smith on August 12, 2026 3:05 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver Garcia on August 12, 2026 3:06 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Rodriguez on August 12, 2026 3:08 pm If AISC keeps dropping, this becomes investable for me. Reply
Mary Smith on August 12, 2026 3:13 pm Nice to see insider buying—usually a good signal in this space. Reply
Liam J. Martin on August 12, 2026 3:14 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava B. Johnson on August 12, 2026 3:14 pm Silver leverage is strong here; beta cuts both ways though. Reply
William H. White on August 12, 2026 3:15 pm Nice to see insider buying—usually a good signal in this space. Reply
Emma Garcia on August 12, 2026 3:18 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Williams on August 12, 2026 3:19 pm If AISC keeps dropping, this becomes investable for me. Reply
Isabella Lee on August 12, 2026 3:19 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael T. Williams on August 12, 2026 3:19 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
28 Comments
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Nice to see insider buying—usually a good signal in this space.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.