Iran Attacks Bahrain and Kuwait Following US Strikes and Threatens to Halt Talks to End the WarJune 28, 2026
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James I. Martinez on May 3, 2026 11:55 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Smith on May 3, 2026 11:55 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Noah Rodriguez on May 3, 2026 11:56 am Exploration results look promising, but permitting will be the key risk. Reply
Linda Jones on May 3, 2026 11:57 am Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Jackson on May 3, 2026 11:58 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Q. Smith on May 3, 2026 11:58 am Interesting update on Why is Utah selling 198k Rounds to illegals in one week?. Curious how the grades will trend next quarter. Reply
James Moore on May 3, 2026 11:59 am Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth White on May 3, 2026 11:59 am Exploration results look promising, but permitting will be the key risk. Reply
Robert Miller on May 3, 2026 12:00 pm Interesting update on Why is Utah selling 198k Rounds to illegals in one week?. Curious how the grades will trend next quarter. Reply
Elijah Miller on May 3, 2026 12:01 pm Exploration results look promising, but permitting will be the key risk. Reply
Elizabeth Williams on May 3, 2026 12:02 pm I like the balance sheet here—less leverage than peers. Reply
Robert Thomas on May 3, 2026 12:04 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
Elizabeth Lee on May 3, 2026 12:04 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
31 Comments
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.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Interesting update on Why is Utah selling 198k Rounds to illegals in one week?. 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.
Exploration results look promising, but permitting will be the key risk.
Interesting update on Why is Utah selling 198k Rounds to illegals in one week?. Curious how the grades will trend next quarter.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.