Linda Martin on April 29, 2026 7:20 am Exploration results look promising, but permitting will be the key risk. Reply
Oliver C. Garcia on April 29, 2026 7:20 am Uranium names keep pushing higher—supply still tight into 2026. Reply
William Miller on April 29, 2026 7:21 am Exploration results look promising, but permitting will be the key risk. Reply
Noah Lee on April 29, 2026 7:22 am Interesting update on What went Wrong at Rally | Update. Curious how the grades will trend next quarter. Reply
Robert Johnson on April 29, 2026 7:23 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Martinez on April 29, 2026 7:24 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Martin on April 29, 2026 7:25 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Patricia Rodriguez on April 29, 2026 7:25 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Y. Miller on April 29, 2026 7:26 am Nice to see insider buying—usually a good signal in this space. Reply
Elijah Moore on April 29, 2026 7:27 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas Garcia on April 29, 2026 7:30 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Amelia Martin on April 29, 2026 7:31 am I like the balance sheet here—less leverage than peers. Reply
Liam Thomas on April 29, 2026 7:33 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Hernandez on April 29, 2026 7:34 am Uranium names keep pushing higher—supply still tight into 2026. Reply
By Mike G.
By Mike G.
31 Comments
Exploration results look promising, but permitting will be the key risk.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Good point. Watching costs and grades closely.
Interesting update on What went Wrong at Rally | Update. Curious how the grades will trend next quarter.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
Nice to see insider buying—usually a good signal in this space.
Good point. Watching costs and grades closely.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
I like the balance sheet here—less leverage than peers.
Uranium names keep pushing higher—supply still tight into 2026.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.