Liam Hernandez on November 13, 2026 9:53 pm Exploration results look promising, but permitting will be the key risk. Reply
Patricia S. Thomas on November 13, 2026 9:55 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma Miller on November 13, 2026 9:56 pm Nice to see insider buying—usually a good signal in this space. Reply
Liam Davis on November 13, 2026 9:57 pm I like the balance sheet here—less leverage than peers. Reply
Michael Brown on November 13, 2026 10:01 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Thomas on November 13, 2026 10:02 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Rodriguez on November 13, 2026 10:03 pm Exploration results look promising, but permitting will be the key risk. Reply
Amelia Brown on November 13, 2026 10:05 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Linda B. Davis on November 13, 2026 10:05 pm If AISC keeps dropping, this becomes investable for me. Reply
Robert O. Williams on November 13, 2026 10:33 pm Good point. Watching costs and grades closely. Reply
Mary Jackson on November 13, 2026 10:06 pm Exploration results look promising, but permitting will be the key risk. Reply
20 Comments
Exploration results look promising, but permitting will be the key risk.
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.
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.
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.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.