OpenAI Says Its Models Engaged With US Government Websites in New Model Misbehavior DisclosureSeptember 27, 2026
Elizabeth Martin on August 24, 2026 7:46 am If AISC keeps dropping, this becomes investable for me. Reply
William R. Brown on August 24, 2026 7:47 am I like the balance sheet here—less leverage than peers. Reply
Mary White on August 24, 2026 7:48 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Jackson on August 24, 2026 7:48 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael F. Smith on August 24, 2026 7:49 am I like the balance sheet here—less leverage than peers. Reply
Mary White on August 24, 2026 7:51 am Silver leverage is strong here; beta cuts both ways though. Reply
Robert P. White on August 24, 2026 7:53 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael A. Miller on August 24, 2026 7:54 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Johnson on August 24, 2026 7:54 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Jones on August 24, 2026 7:55 am Nice to see insider buying—usually a good signal in this space. Reply
Michael Taylor on August 24, 2026 7:56 am I like the balance sheet here—less leverage than peers. Reply
Olivia S. Jackson on August 24, 2026 7:58 am Silver leverage is strong here; beta cuts both ways though. Reply
Robert Thompson on August 24, 2026 7:58 am Nice to see insider buying—usually a good signal in this space. Reply
Emma White on August 24, 2026 7:59 am Exploration results look promising, but permitting will be the key risk. Reply
Liam F. Brown on August 24, 2026 8:00 am Uranium names keep pushing higher—supply still tight into 2026. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
40 Comments
If AISC keeps dropping, this becomes investable for me.
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.
I like the balance sheet here—less leverage than peers.
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.
I like the balance sheet here—less leverage than peers.
Silver leverage is strong here; beta cuts both ways though.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
I like the balance sheet here—less leverage than peers.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.