Elizabeth Thompson on August 22, 2026 1:17 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Y. Moore on August 22, 2026 1:17 am Silver leverage is strong here; beta cuts both ways though. Reply
Emma Garcia on August 22, 2026 1:18 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah L. Thomas on August 22, 2026 1:21 am Silver leverage is strong here; beta cuts both ways though. Reply
Oliver Lee on August 22, 2026 1:21 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Thompson on August 22, 2026 1:23 am Silver leverage is strong here; beta cuts both ways though. Reply
Patricia Rodriguez on August 22, 2026 1:23 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
John Lee on August 22, 2026 1:23 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
John E. Jones on August 22, 2026 1:25 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Lee on August 22, 2026 1:25 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Lopez on August 22, 2026 1:28 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Moore on August 22, 2026 1:28 am Silver leverage is strong here; beta cuts both ways though. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
31 Comments
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
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.
Exploration results look promising, but permitting will be the key risk.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.