Sons of Saddam – Bagging Uday and Qusay with DELTA Op John Shrek McPhee | Mike Drop #195October 30, 2025
Patricia Jones on October 30, 2025 1:22 am If AISC keeps dropping, this becomes investable for me. Reply
Isabella Thompson on October 30, 2025 1:23 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver V. Williams on October 30, 2025 1:24 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Johnson on October 30, 2025 1:25 am If AISC keeps dropping, this becomes investable for me. Reply
Oliver White on October 30, 2025 1:27 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Liam Brown on October 30, 2025 1:27 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Olivia H. Martin on October 30, 2025 1:29 am Uranium names keep pushing higher—supply still tight into 2026. Reply
William Moore on October 30, 2025 1:32 am Nice to see insider buying—usually a good signal in this space. Reply
William Lopez on October 30, 2025 1:33 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Moore on October 30, 2025 1:33 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Jennifer Martinez on October 30, 2025 1:33 am Exploration results look promising, but permitting will be the key risk. Reply
Liam Johnson on October 30, 2025 1:34 am Nice to see insider buying—usually a good signal in this space. Reply
Lucas N. Moore on October 30, 2025 1:35 am Silver leverage is strong here; beta cuts both ways though. Reply
38 Comments
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.
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.
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.
Good point. Watching costs and grades closely.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.