Oliver Hernandez on July 31, 2026 2:31 pm Exploration results look promising, but permitting will be the key risk. Reply
Liam Johnson on July 31, 2026 2:31 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Lopez on July 31, 2026 2:35 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
William Smith on July 31, 2026 2:36 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Miller on July 31, 2026 2:39 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Jackson on July 31, 2026 2:43 pm Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Smith on July 31, 2026 2:44 pm I like the balance sheet here—less leverage than peers. Reply
Elizabeth Thompson on July 31, 2026 2:45 pm Exploration results look promising, but permitting will be the key risk. Reply
18 Comments
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.
Uranium names keep pushing higher—supply still tight into 2026.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Exploration results look promising, but permitting will be the key risk.