Michael Moore on April 30, 2026 10:17 pm If AISC keeps dropping, this becomes investable for me. Reply
Olivia Smith on April 30, 2026 10:18 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Johnson on April 30, 2026 10:19 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Thompson on April 30, 2026 10:21 pm Exploration results look promising, but permitting will be the key risk. Reply
William Y. Brown on April 30, 2026 10:23 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia White on April 30, 2026 10:23 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
John Martin on April 30, 2026 10:25 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Martinez on April 30, 2026 10:26 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver A. Davis on April 30, 2026 10:28 pm Nice to see insider buying—usually a good signal in this space. Reply
19 Comments
I like the balance sheet here—less leverage than peers.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
Exploration results look promising, but permitting will be the key risk.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.