Noah Davis on October 19, 2026 1:37 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Thomas on October 19, 2026 1:37 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Hernandez on October 19, 2026 1:37 am Exploration results look promising, but permitting will be the key risk. Reply
Noah G. Lopez on October 19, 2026 1:39 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah Miller on October 19, 2026 1:39 am I like the balance sheet here—less leverage than peers. Reply
Elijah White on October 19, 2026 1:39 am Nice to see insider buying—usually a good signal in this space. Reply
Emma Rodriguez on October 19, 2026 1:39 am Exploration results look promising, but permitting will be the key risk. Reply
James White on October 19, 2026 1:40 am I like the balance sheet here—less leverage than peers. Reply
Emma Hernandez on October 19, 2026 1:40 am Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Williams on October 19, 2026 1:40 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Brown on October 19, 2026 1:41 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Ava Thompson on October 19, 2026 1:42 am I like the balance sheet here—less leverage than peers. Reply
Isabella Miller on October 19, 2026 1:42 am If AISC keeps dropping, this becomes investable for me. Reply
James Jones on October 19, 2026 1:43 am If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth H. Lee on October 19, 2026 1:44 am Interesting update on The Truth About DEVGRU Selection & Attrition No One Talks About. Curious how the grades will trend next quarter. Reply
Lucas Miller on October 19, 2026 1:47 am Interesting update on The Truth About DEVGRU Selection & Attrition No One Talks About. Curious how the grades will trend next quarter. Reply
William Jones on October 19, 2026 1:47 am If AISC keeps dropping, this becomes investable for me. Reply
Mary R. Jones on October 19, 2026 1:48 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Ava X. Jones on October 19, 2026 1:48 am Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Lopez on October 19, 2026 1:48 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Taylor on October 19, 2026 1:49 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Z. Johnson on October 19, 2026 1:50 am Interesting update on The Truth About DEVGRU Selection & Attrition No One Talks About. Curious how the grades will trend next quarter. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
57 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
If AISC keeps dropping, this becomes investable for me.
Interesting update on The Truth About DEVGRU Selection & Attrition No One Talks About. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on The Truth About DEVGRU Selection & Attrition No One Talks About. Curious how the grades will trend next quarter.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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 Truth About DEVGRU Selection & Attrition No One Talks About. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.