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Olivia Taylor on October 18, 2026 9:27 pm Silver leverage is strong here; beta cuts both ways though. Reply
Linda Jones on October 18, 2026 9:27 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elijah Moore on October 18, 2026 9:28 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael D. Rodriguez on October 18, 2026 9:31 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary Davis on October 18, 2026 9:31 pm Interesting update on This Is Why 90% of Recruits Fail Delta Force Selection. Curious how the grades will trend next quarter. Reply
Elizabeth Williams on October 18, 2026 9:32 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert Smith on October 18, 2026 9:34 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia Rodriguez on October 18, 2026 9:35 pm Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Brown on October 18, 2026 9:36 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary Smith on October 18, 2026 9:37 pm Nice to see insider buying—usually a good signal in this space. Reply
Elizabeth Jackson on October 18, 2026 9:39 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah Martin on October 18, 2026 9:39 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah Hernandez on October 18, 2026 9:39 pm Exploration results look promising, but permitting will be the key risk. Reply
Robert Smith on October 18, 2026 9:40 pm If AISC keeps dropping, this becomes investable for me. Reply
Isabella Smith on October 18, 2026 9:40 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Martin on October 18, 2026 9:40 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Lee on October 18, 2026 9:41 pm Exploration results look promising, but permitting will be the key risk. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
29 Comments
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.
Uranium names keep pushing higher—supply still tight into 2026.
I like the balance sheet here—less leverage than peers.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Interesting update on This Is Why 90% of Recruits Fail Delta Force Selection. Curious how the grades will trend next quarter.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Silver leverage is strong here; beta cuts both ways though.
Exploration results look promising, but permitting will be the key risk.
Nice to see insider buying—usually a good signal in this space.
Exploration results look promising, but permitting will be the key risk.
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.
Exploration results look promising, but permitting will be the key risk.
If AISC keeps dropping, this becomes investable for me.
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.
Exploration results look promising, but permitting will be the key risk.