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Emma Jackson on October 28, 2026 7:37 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Martin on October 28, 2026 7:39 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary W. Martinez on October 28, 2026 7:40 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Thomas on October 28, 2026 7:40 am I like the balance sheet here—less leverage than peers. Reply
Robert Brown on October 28, 2026 7:41 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Smith on October 28, 2026 7:41 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Martin on October 28, 2026 7:42 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Isabella Moore on October 28, 2026 7:43 am Exploration results look promising, but permitting will be the key risk. Reply
Mary Lee on October 28, 2026 7:44 am Nice to see insider buying—usually a good signal in this space. Reply
Oliver Taylor on October 28, 2026 7:46 am Nice to see insider buying—usually a good signal in this space. Reply
Emma Garcia on October 28, 2026 7:46 am Silver leverage is strong here; beta cuts both ways though. Reply
Robert Y. White on October 28, 2026 7:47 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Smith on October 28, 2026 7:47 am I like the balance sheet here—less leverage than peers. Reply
Noah B. Lopez on October 28, 2026 7:48 am Nice to see insider buying—usually a good signal in this space. Reply
James J. Brown on October 28, 2026 7:49 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By Garand Thumb
By Garand Thumb
By Garand Thumb
23 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Silver leverage is strong here; beta cuts both ways though.
I like the balance sheet here—less leverage than peers.
Exploration results look promising, but permitting will be the key risk.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
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.
Nice to see insider buying—usually a good signal in this space.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
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.