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“We Lost Guys Every Day” — Jocko Willink on the Reality of Ramadi
By Mike Ritland
By Mike Ritland
By Mike Ritland
Watch full video on YouTube
17 Comments
The cost guidance is better than expected. If they deliver, the stock could rerate.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
I like the balance sheet here—less leverage than peers.
The cost guidance is better than expected. If they deliver, the stock could rerate.
If AISC keeps dropping, this becomes investable for me.
Interesting update on “We Lost Guys Every Day” — Jocko Willink on the Reality of Ramadi. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.