Emma Garcia on November 4, 2026 1:29 am Exploration results look promising, but permitting will be the key risk. Reply
John Rodriguez on November 4, 2026 1:31 am Silver leverage is strong here; beta cuts both ways though. Reply
Jennifer Moore on November 4, 2026 1:34 am If AISC keeps dropping, this becomes investable for me. Reply
Patricia Brown on November 4, 2026 1:35 am Interesting update on Why Trump Is Considering a Land Blockade of Iran. Curious how the grades will trend next quarter. Reply
Oliver G. Jones on November 4, 2026 1:37 am Exploration results look promising, but permitting will be the key risk. Reply
Liam Thompson on November 4, 2026 1:37 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Emma Lee on November 4, 2026 1:37 am Nice to see insider buying—usually a good signal in this space. Reply
Isabella Williams on November 4, 2026 1:37 am I like the balance sheet here—less leverage than peers. Reply
Olivia Garcia on November 4, 2026 1:40 am Silver leverage is strong here; beta cuts both ways though. Reply
Liam Williams on November 4, 2026 1:41 am Nice to see insider buying—usually a good signal in this space. Reply
Liam Miller on November 4, 2026 1:41 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Olivia Martin on November 4, 2026 1:43 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
John Thomas on November 4, 2026 1:43 am Uranium names keep pushing higher—supply still tight into 2026. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
27 Comments
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.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Interesting update on Why Trump Is Considering a Land Blockade of Iran. 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.
Uranium names keep pushing higher—supply still tight into 2026.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
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.
Production mix shifting toward Videos might help margins if metals stay firm.
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.