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Jennifer Y. Thompson on October 9, 2026 10:49 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
William G. Davis on October 9, 2026 10:49 pm Exploration results look promising, but permitting will be the key risk. Reply
Lucas Davis on October 9, 2026 10:49 pm I like the balance sheet here—less leverage than peers. Reply
Elijah Davis on October 9, 2026 10:49 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Jackson on October 9, 2026 10:49 pm Exploration results look promising, but permitting will be the key risk. Reply
Isabella Johnson on October 9, 2026 10:51 pm Nice to see insider buying—usually a good signal in this space. Reply
Amelia Garcia on October 9, 2026 10:53 pm I like the balance sheet here—less leverage than peers. Reply
John S. Lee on October 9, 2026 10:53 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
William Williams on October 9, 2026 10:53 pm I like the balance sheet here—less leverage than peers. Reply
William Davis on October 9, 2026 10:54 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Martinez on October 9, 2026 10:54 pm Exploration results look promising, but permitting will be the key risk. Reply
Mary Garcia on October 9, 2026 10:55 pm Interesting update on What’s Inside a SEAL Team 6 Go Bag?. Curious how the grades will trend next quarter. Reply
Ava Rodriguez on October 9, 2026 10:55 pm Exploration results look promising, but permitting will be the key risk. Reply
Oliver Smith on October 9, 2026 10:56 pm If AISC keeps dropping, this becomes investable for me. Reply
Michael Davis on October 9, 2026 10:57 pm Nice to see insider buying—usually a good signal in this space. Reply
James Thompson on October 9, 2026 10:57 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Isabella Davis on October 9, 2026 10:58 pm Exploration results look promising, but permitting will be the key risk. Reply
Michael Davis on October 9, 2026 10:59 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Noah White on October 9, 2026 11:01 pm Silver leverage is strong here; beta cuts both ways though. Reply
Elijah Jackson on October 9, 2026 11:01 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Emma Brown on October 9, 2026 11:02 pm Nice to see insider buying—usually a good signal in this space. Reply
Noah T. Smith on October 9, 2026 11:02 pm Exploration results look promising, but permitting will be the key risk. Reply
Isabella K. Jackson on October 9, 2026 11:02 pm Nice to see insider buying—usually a good signal in this space. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
55 Comments
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Exploration results look promising, but permitting will be the key risk.
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.
I like the balance sheet here—less leverage than peers.
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.
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.
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.
Interesting update on What’s Inside a SEAL Team 6 Go Bag?. Curious how the grades will trend next quarter.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
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.
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.
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.
Nice to see insider buying—usually a good signal in this space.
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.