Lucas Brown on May 14, 2026 11:34 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
John Q. Williams on May 14, 2026 11:35 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Lee on May 14, 2026 11:37 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Hernandez on May 14, 2026 11:37 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Robert Rodriguez on May 14, 2026 11:37 am If AISC keeps dropping, this becomes investable for me. Reply
Liam Brown on May 14, 2026 11:39 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Amelia Hernandez on May 14, 2026 11:42 am If AISC keeps dropping, this becomes investable for me. Reply
William Thomas on May 14, 2026 11:43 am Nice to see insider buying—usually a good signal in this space. Reply
Ava U. Davis on May 14, 2026 11:47 am Nice to see insider buying—usually a good signal in this space. Reply
James Jackson on May 14, 2026 11:48 am Uranium names keep pushing higher—supply still tight into 2026. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
31 Comments
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.
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.
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.
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
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.