Oliver Martinez on April 5, 2026 5:06 pm Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Thomas on April 5, 2026 5:07 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John F. Lee on April 5, 2026 5:08 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Garcia on April 5, 2026 5:09 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael L. Taylor on April 5, 2026 5:12 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Lee on April 5, 2026 5:12 pm Nice to see insider buying—usually a good signal in this space. Reply
Michael Taylor on April 5, 2026 5:13 pm Interesting update on The Only 7 Revolvers With a ZERO Percent Failure Rate. Curious how the grades will trend next quarter. Reply
James White on April 5, 2026 5:14 pm Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Jones on April 5, 2026 5:16 pm I like the balance sheet here—less leverage than peers. Reply
By Line45
By Line45
28 Comments
Silver leverage is strong here; beta cuts both ways though.
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Interesting update on The Only 7 Revolvers With a ZERO Percent Failure Rate. Curious how the grades will trend next quarter.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.