Robert Jones on September 30, 2026 8:07 pm Exploration results look promising, but permitting will be the key risk. Reply
William Lee on September 30, 2026 8:08 pm I like the balance sheet here—less leverage than peers. Reply
Amelia Rodriguez on September 30, 2026 8:09 pm Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Brown on September 30, 2026 8:10 pm If AISC keeps dropping, this becomes investable for me. Reply
Elijah P. Rodriguez on September 30, 2026 9:00 pm Good point. Watching costs and grades closely. Reply
Oliver Garcia on September 30, 2026 8:10 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Smith on September 30, 2026 8:11 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Jackson on September 30, 2026 8:11 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Robert Johnson on September 30, 2026 8:12 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Mary Taylor on September 30, 2026 8:13 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver Hernandez on September 30, 2026 8:13 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Ava White on September 30, 2026 8:13 pm If AISC keeps dropping, this becomes investable for me. Reply
Noah Martin on September 30, 2026 8:14 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer K. Taylor on September 30, 2026 8:15 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
John Jackson on September 30, 2026 8:15 pm Exploration results look promising, but permitting will be the key risk. Reply
Ava White on September 30, 2026 8:15 pm Interesting update on Trump Just Changed WHO can Legally Own a Gun. Curious how the grades will trend next quarter. Reply
Michael W. Lopez on September 30, 2026 8:16 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver White on September 30, 2026 8:17 pm Nice to see insider buying—usually a good signal in this space. Reply
James Hernandez on September 30, 2026 8:18 pm If AISC keeps dropping, this becomes investable for me. Reply
By Line45
By Line45
37 Comments
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
If AISC keeps dropping, this becomes investable for me.
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.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
If AISC keeps dropping, this becomes investable for me.
The cost guidance is better than expected. If they deliver, the stock could rerate.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Interesting update on Trump Just Changed WHO can Legally Own a Gun. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.