William Lee on November 4, 2026 12:32 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Oliver Smith on November 4, 2026 12:32 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
William White on November 4, 2026 12:33 am Exploration results look promising, but permitting will be the key risk. Reply
Isabella T. Hernandez on November 4, 2026 12:33 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Garcia on November 4, 2026 12:36 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Michael Moore on November 4, 2026 12:36 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Oliver Lee on November 4, 2026 12:37 am I like the balance sheet here—less leverage than peers. Reply
Olivia Miller on November 4, 2026 12:37 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Patricia Garcia on November 4, 2026 12:38 am Uranium names keep pushing higher—supply still tight into 2026. Reply
William K. Johnson on November 4, 2026 12:41 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Liam Thompson on November 4, 2026 12:44 am Interesting update on Why Navy SEALs Are Choosing to Leave the Military Today. Curious how the grades will trend next quarter. Reply
Elizabeth Z. Jackson on November 4, 2026 12:44 am If AISC keeps dropping, this becomes investable for me. Reply
By JackCarrUSA
By JackCarrUSA
By JackCarrUSA
27 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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.
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.
I like the balance sheet here—less leverage than peers.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Interesting update on Why Navy SEALs Are Choosing to Leave the Military Today. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.