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Elijah Taylor on November 11, 2026 11:38 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary I. Davis on November 11, 2026 11:38 am Exploration results look promising, but permitting will be the key risk. Reply
Jennifer Jackson on November 11, 2026 11:38 am Exploration results look promising, but permitting will be the key risk. Reply
Ava Martinez on November 11, 2026 11:38 am If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth Taylor on November 11, 2026 11:39 am Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Hernandez on November 11, 2026 11:40 am Silver leverage is strong here; beta cuts both ways though. Reply
Michael L. Thomas on November 11, 2026 11:42 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Davis on November 11, 2026 11:44 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Martinez on November 11, 2026 11:44 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam White on November 11, 2026 11:44 am Interesting update on The Unwritten Rules That Separate DEVGRU From Everyone Else. Curious how the grades will trend next quarter. Reply
Ava U. Moore on November 11, 2026 11:44 am If AISC keeps dropping, this becomes investable for me. Reply
Oliver Williams on November 11, 2026 11:45 am Nice to see insider buying—usually a good signal in this space. Reply
Emma Jackson on November 11, 2026 11:49 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Brown on November 11, 2026 11:49 am I like the balance sheet here—less leverage than peers. Reply
Linda Jones on November 11, 2026 11:51 am Nice to see insider buying—usually a good signal in this space. Reply
Michael Thompson on November 11, 2026 11:51 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
33 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
Silver leverage is strong here; beta cuts both ways though.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
Silver leverage is strong here; beta cuts both ways though.
Interesting update on The Unwritten Rules That Separate DEVGRU From Everyone Else. Curious how the grades will trend next quarter.
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.
Nice to see insider buying—usually a good signal in this space.
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.
Nice to see insider buying—usually a good signal in this space.
The cost guidance is better than expected. If they deliver, the stock could rerate.