Elijah Miller on May 2, 2026 7:01 pm Silver leverage is strong here; beta cuts both ways though. Reply
James I. Garcia on May 2, 2026 7:03 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Rodriguez on May 2, 2026 7:04 pm If AISC keeps dropping, this becomes investable for me. Reply
Oliver Martin on May 2, 2026 7:04 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia Martinez on May 2, 2026 7:05 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Q. Johnson on May 2, 2026 7:08 pm Interesting update on Why Did The US Military Choose This Tiny SMG?. Curious how the grades will trend next quarter. Reply
James E. Jones on May 2, 2026 7:12 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Lucas U. Johnson on May 2, 2026 7:14 pm Exploration results look promising, but permitting will be the key risk. Reply
Noah P. Garcia on May 2, 2026 7:15 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
22 Comments
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Interesting update on Why Did The US Military Choose This Tiny SMG?. Curious how the grades will trend next quarter.
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.
I like the balance sheet here—less leverage than peers.
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.
Uranium names keep pushing higher—supply still tight into 2026.