Close Call Knife Fights with Legendary Delta Force Op John ‘Shrek’ McPhee | Mike Drop 213October 29, 2026
Liam Garcia on October 29, 2026 4:28 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Johnson on October 29, 2026 4:28 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma P. Smith on October 29, 2026 4:29 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Brown on October 29, 2026 4:30 am If AISC keeps dropping, this becomes investable for me. Reply
Robert Smith on October 29, 2026 4:31 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Linda Garcia on October 29, 2026 4:31 am Nice to see insider buying—usually a good signal in this space. Reply
Linda Jackson on October 29, 2026 4:31 am If AISC keeps dropping, this becomes investable for me. Reply
Noah Q. Johnson on October 29, 2026 4:32 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Davis on October 29, 2026 4:32 am Interesting update on Vice Admiral Navy SEAL Bob Harward | Mike Drop Episode 238. Curious how the grades will trend next quarter. Reply
Olivia Thompson on October 29, 2026 4:33 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas I. Martinez on October 29, 2026 4:33 am Nice to see insider buying—usually a good signal in this space. Reply
Linda Jones on October 29, 2026 4:35 am Interesting update on Vice Admiral Navy SEAL Bob Harward | Mike Drop Episode 238. Curious how the grades will trend next quarter. Reply
Jennifer V. Rodriguez on October 29, 2026 4:50 am Good point. Watching costs and grades closely. Reply
Michael Thompson on October 29, 2026 4:36 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah Lopez on October 29, 2026 4:36 am Silver leverage is strong here; beta cuts both ways though. Reply
Emma Garcia on October 29, 2026 4:40 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Johnson on October 29, 2026 4:40 am Silver leverage is strong here; beta cuts both ways though. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
34 Comments
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.
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.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Interesting update on Vice Admiral Navy SEAL Bob Harward | Mike Drop Episode 238. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
Interesting update on Vice Admiral Navy SEAL Bob Harward | Mike Drop Episode 238. Curious how the grades will trend next quarter.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.