Robert Williams on May 4, 2026 7:45 am Exploration results look promising, but permitting will be the key risk. Reply
Lucas Martin on May 4, 2026 7:45 am Exploration results look promising, but permitting will be the key risk. Reply
Michael D. Smith on May 4, 2026 7:47 am I like the balance sheet here—less leverage than peers. Reply
Oliver White on May 4, 2026 7:47 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Brown on May 4, 2026 7:48 am Exploration results look promising, but permitting will be the key risk. Reply
Emma Williams on May 4, 2026 7:49 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam I. Davis on May 4, 2026 7:50 am Uranium names keep pushing higher—supply still tight into 2026. Reply
John Miller on May 4, 2026 7:51 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth Thomas on May 4, 2026 7:53 am Silver leverage is strong here; beta cuts both ways though. Reply
Lucas Johnson on May 4, 2026 7:53 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Jackson on May 4, 2026 7:53 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Olivia Smith on May 4, 2026 7:54 am Silver leverage is strong here; beta cuts both ways though. Reply
Elizabeth Smith on May 4, 2026 7:54 am Exploration results look promising, but permitting will be the key risk. Reply
Isabella Q. Johnson on May 4, 2026 7:54 am If AISC keeps dropping, this becomes investable for me. Reply
Elijah Brown on May 4, 2026 7:56 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John E. Johnson on May 4, 2026 7:57 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Elizabeth F. Smith on May 4, 2026 7:57 am If AISC keeps dropping, this becomes investable for me. Reply
William Jones on May 4, 2026 7:58 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
38 Comments
Exploration results look promising, but permitting will be the key risk.
Exploration results look promising, but permitting will be the key risk.
I like the balance sheet here—less leverage than peers.
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.
Exploration results look promising, but permitting will be the key risk.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
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.
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.
Silver leverage is strong here; beta cuts both ways though.
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.
If AISC keeps dropping, this becomes investable for me.
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.
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.
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.