Ava Garcia on July 5, 2026 12:13 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Thompson on July 5, 2026 12:13 pm Exploration results look promising, but permitting will be the key risk. Reply
James Lopez on July 5, 2026 12:15 pm Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Lopez on July 5, 2026 12:15 pm Exploration results look promising, but permitting will be the key risk. Reply
Ava Hernandez on July 5, 2026 12:18 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael O. Miller on July 5, 2026 12:21 pm Interesting update on THE TIN MEN. Curious how the grades will trend next quarter. Reply
Emma Jackson on July 5, 2026 12:25 pm Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Williams on July 5, 2026 12:25 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Lee on July 5, 2026 12:25 pm Nice to see insider buying—usually a good signal in this space. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
19 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Interesting update on THE TIN MEN. Curious how the grades will trend next quarter.
Silver leverage is strong here; beta cuts both ways though.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.