From Royal Marines to Tier One Operator — Ant Middleton on What Mission Success Really MeansOctober 30, 2025
James A. Thomas on October 28, 2025 6:46 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Robert P. Taylor on October 28, 2025 6:47 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Thompson on October 28, 2025 6:48 am If AISC keeps dropping, this becomes investable for me. Reply
John Williams on October 28, 2025 6:49 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Williams on October 28, 2025 6:50 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Ava Lopez on October 28, 2025 6:51 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Lopez on October 28, 2025 6:53 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William W. Johnson on October 28, 2025 6:53 am Silver leverage is strong here; beta cuts both ways though. Reply
Ava Lopez on October 28, 2025 6:53 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer L. Davis on October 28, 2025 6:53 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Thompson on October 28, 2025 6:53 am I like the balance sheet here—less leverage than peers. Reply
Amelia Jones on October 28, 2025 6:55 am Silver leverage is strong here; beta cuts both ways though. Reply
Michael Brown on October 28, 2025 6:56 am If AISC keeps dropping, this becomes investable for me. Reply
Linda Davis on October 28, 2025 6:57 am I like the balance sheet here—less leverage than peers. Reply
Emma Williams on October 28, 2025 6:58 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
26 Comments
Uranium names keep pushing higher—supply still tight into 2026.
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.
If AISC keeps dropping, this becomes investable for me.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
If AISC keeps dropping, this becomes investable for me.
I like the balance sheet here—less leverage than peers.
The cost guidance is better than expected. If they deliver, the stock could rerate.