Guns, Drugs, and Hollywood Lies: David Packouz’s Untold “War Dogs” Confessions | Ep. 249November 1, 2026
Olivia Brown on November 1, 2026 7:52 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Taylor on November 1, 2026 7:53 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava H. Hernandez on November 1, 2026 7:53 am Silver leverage is strong here; beta cuts both ways though. Reply
Robert Thomas on November 1, 2026 7:54 am I like the balance sheet here—less leverage than peers. Reply
Noah Smith on November 1, 2026 7:55 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth C. Jackson on November 1, 2026 8:34 am Good point. Watching costs and grades closely. Reply
Jennifer O. Martin on November 1, 2026 7:57 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
John Lee on November 1, 2026 8:00 am Uranium names keep pushing higher—supply still tight into 2026. Reply
James Martin on November 1, 2026 8:03 am Nice to see insider buying—usually a good signal in this space. Reply
Emma Lee on November 1, 2026 8:03 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Moore on November 1, 2026 8:04 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Mary Moore on November 1, 2026 8:06 am Interesting update on The REAL Reason Marriages Go Sexless | Official Preview. Curious how the grades will trend next quarter. Reply
Olivia Brown on November 1, 2026 8:06 am Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Davis on November 1, 2026 8:07 am Nice to see insider buying—usually a good signal in this space. Reply
27 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.
Good point. Watching costs and grades closely.
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.
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.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Interesting update on The REAL Reason Marriages Go Sexless | Official Preview. Curious how the grades will trend next quarter.
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.
Good point. Watching costs and grades closely.
Nice to see insider buying—usually a good signal in this space.