Patricia Taylor on July 29, 2026 3:48 pm I like the balance sheet here—less leverage than peers. Reply
Amelia Thompson on July 29, 2026 3:50 pm Interesting update on What went Wrong at Rally | Update. Curious how the grades will trend next quarter. Reply
Oliver E. Johnson on July 29, 2026 3:51 pm Interesting update on What went Wrong at Rally | Update. Curious how the grades will trend next quarter. Reply
Oliver Martin on July 29, 2026 3:51 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth C. Jones on July 29, 2026 3:52 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver V. Johnson on July 29, 2026 3:53 pm Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Martin on July 29, 2026 3:53 pm Silver leverage is strong here; beta cuts both ways though. Reply
Michael Thomas on July 29, 2026 3:53 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella D. Taylor on July 29, 2026 3:54 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elijah D. Hernandez on July 29, 2026 3:55 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Taylor on July 29, 2026 3:56 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Garcia on July 29, 2026 3:57 pm Nice to see insider buying—usually a good signal in this space. Reply
Elijah Moore on July 29, 2026 3:57 pm Silver leverage is strong here; beta cuts both ways though. Reply
John W. Lee on July 29, 2026 3:58 pm Nice to see insider buying—usually a good signal in this space. Reply
John R. Martin on July 29, 2026 3:59 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda I. Moore on July 29, 2026 3:59 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Isabella Brown on July 29, 2026 3:59 pm Nice to see insider buying—usually a good signal in this space. Reply
Linda S. Miller on July 29, 2026 4:01 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Davis on July 29, 2026 4:02 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Lee on July 29, 2026 4:02 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia Hernandez on July 29, 2026 4:02 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
By Mike G.
By Mike G.
53 Comments
I like the balance sheet here—less leverage than peers.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
The cost guidance is better than expected. If they deliver, the stock could rerate.
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.