Ava Miller on July 30, 2026 8:03 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Davis on July 30, 2026 8:03 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Jackson on July 30, 2026 8:04 pm Silver leverage is strong here; beta cuts both ways though. Reply
William Thompson on July 30, 2026 8:05 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver Taylor on July 30, 2026 8:07 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Thompson on July 30, 2026 8:12 pm If AISC keeps dropping, this becomes investable for me. Reply
Lucas Lee on July 30, 2026 8:14 pm Nice to see insider buying—usually a good signal in this space. Reply
Patricia Taylor on July 30, 2026 8:14 pm I like the balance sheet here—less leverage than peers. Reply
Amelia Johnson on July 30, 2026 8:15 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Rodriguez on July 30, 2026 8:15 pm If AISC keeps dropping, this becomes investable for me. Reply
28 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.
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.
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.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.