Noah Davis on September 11, 2026 12:12 am I like the balance sheet here—less leverage than peers. Reply
Lucas Thompson on September 11, 2026 12:13 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda F. Martinez on September 11, 2026 12:13 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Mary Garcia on September 11, 2026 12:14 am Interesting update on Tier 1 Operator Breaks Down Why Invading Iran Would Be Worse Than Iraq. Curious how the grades will trend next quarter. Reply
Jennifer Rodriguez on September 11, 2026 12:17 am Interesting update on Tier 1 Operator Breaks Down Why Invading Iran Would Be Worse Than Iraq. Curious how the grades will trend next quarter. Reply
Amelia Martinez on September 11, 2026 12:19 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam N. Davis on September 11, 2026 12:19 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Y. Moore on September 11, 2026 12:20 am Interesting update on Tier 1 Operator Breaks Down Why Invading Iran Would Be Worse Than Iraq. Curious how the grades will trend next quarter. Reply
William O. Hernandez on September 11, 2026 12:20 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Martin on September 11, 2026 12:20 am Interesting update on Tier 1 Operator Breaks Down Why Invading Iran Would Be Worse Than Iraq. Curious how the grades will trend next quarter. Reply
William Thompson on September 11, 2026 12:21 am Exploration results look promising, but permitting will be the key risk. Reply
John Davis on September 11, 2026 12:23 am Interesting update on Tier 1 Operator Breaks Down Why Invading Iran Would Be Worse Than Iraq. Curious how the grades will trend next quarter. Reply
Jennifer Jones on September 11, 2026 12:23 am Nice to see insider buying—usually a good signal in this space. Reply
Patricia Taylor on September 11, 2026 12:23 am Nice to see insider buying—usually a good signal in this space. Reply
Linda Moore on September 11, 2026 12:24 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
32 Comments
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Tier 1 Operator Breaks Down Why Invading Iran Would Be Worse Than Iraq. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Interesting update on Tier 1 Operator Breaks Down Why Invading Iran Would Be Worse Than Iraq. 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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on Tier 1 Operator Breaks Down Why Invading Iran Would Be Worse Than Iraq. 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.
Interesting update on Tier 1 Operator Breaks Down Why Invading Iran Would Be Worse Than Iraq. Curious how the grades will trend next quarter.
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.
Interesting update on Tier 1 Operator Breaks Down Why Invading Iran Would Be Worse Than Iraq. Curious how the grades will trend next quarter.
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.
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.
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.