James C. Davis on February 4, 2026 3:21 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Ava N. Moore on February 4, 2026 3:21 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Miller on February 4, 2026 3:22 am Nice to see insider buying—usually a good signal in this space. Reply
Linda Smith on February 4, 2026 3:24 am Exploration results look promising, but permitting will be the key risk. Reply
Oliver Martinez on February 4, 2026 3:27 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Miller on February 4, 2026 3:31 am Exploration results look promising, but permitting will be the key risk. Reply
Linda Lopez on February 4, 2026 3:32 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Jennifer O. Hernandez on February 4, 2026 3:51 am Good point. Watching costs and grades closely. Reply
Elizabeth U. Thompson on February 4, 2026 3:32 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Y. Johnson on February 4, 2026 3:33 am Nice to see insider buying—usually a good signal in this space. Reply
Isabella Martinez on February 4, 2026 3:33 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Davis on February 4, 2026 3:34 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
23 Comments
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Nice to see insider buying—usually a good signal in this space.
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
I like the balance sheet here—less leverage than peers.
Nice to see insider buying—usually a good signal in this space.
Exploration results look promising, but permitting will be the key risk.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.