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Jennifer Jones on August 3, 2026 5:15 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Linda Jackson on August 3, 2026 5:17 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Elizabeth Martinez on August 3, 2026 5:18 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah Moore on August 3, 2026 5:18 pm Exploration results look promising, but permitting will be the key risk. Reply
Lucas White on August 3, 2026 5:19 pm Interesting update on Why is Utah selling 198k Rounds to illegals in one week?. Curious how the grades will trend next quarter. Reply
William Y. Garcia on August 3, 2026 5:20 pm The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Emma A. Johnson on August 3, 2026 5:20 pm Nice to see insider buying—usually a good signal in this space. Reply
William Thompson on August 3, 2026 5:21 pm Interesting update on Why is Utah selling 198k Rounds to illegals in one week?. Curious how the grades will trend next quarter. Reply
Elizabeth D. Hernandez on August 3, 2026 5:59 pm Good point. Watching costs and grades closely. Reply
Emma Martinez on August 3, 2026 5:22 pm Nice to see insider buying—usually a good signal in this space. Reply
Emma T. Lopez on August 3, 2026 5:22 pm Silver leverage is strong here; beta cuts both ways though. Reply
William Miller on August 3, 2026 5:22 pm Uranium names keep pushing higher—supply still tight into 2026. Reply
Olivia Lopez on August 3, 2026 5:25 pm Nice to see insider buying—usually a good signal in this space. Reply
Liam S. Hernandez on August 3, 2026 5:25 pm Production mix shifting toward Videos might help margins if metals stay firm. Reply
37 Comments
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.
Uranium names keep pushing higher—supply still tight into 2026.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
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.
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.
I like the balance sheet here—less leverage than peers.
Nice to see insider buying—usually a good signal in this space.
Silver leverage is strong here; beta cuts both ways though.
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.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.