Lucas U. Martinez on October 8, 2026 5:46 am I like the balance sheet here—less leverage than peers. Reply
Amelia S. Martinez on October 8, 2026 5:48 am Nice to see insider buying—usually a good signal in this space. Reply
Ava C. Thomas on October 8, 2026 5:51 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Jackson on October 8, 2026 5:52 am If AISC keeps dropping, this becomes investable for me. Reply
Elizabeth W. Williams on October 8, 2026 6:24 am Good point. Watching costs and grades closely. Reply
Olivia Moore on October 8, 2026 5:52 am If AISC keeps dropping, this becomes investable for me. Reply
James Martin on October 8, 2026 5:52 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Oliver J. Brown on October 8, 2026 5:53 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Lucas Davis on October 8, 2026 5:53 am Nice to see insider buying—usually a good signal in this space. Reply
Olivia Jones on October 8, 2026 5:53 am I like the balance sheet here—less leverage than peers. Reply
Emma Thompson on October 8, 2026 5:57 am Nice to see insider buying—usually a good signal in this space. Reply
John Jackson on October 8, 2026 5:57 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Patricia Martin on October 8, 2026 5:57 am I like the balance sheet here—less leverage than peers. Reply
Jennifer Martinez on October 8, 2026 5:59 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
John Davis on October 8, 2026 5:59 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
By Mike Ritland
By Mike Ritland
By Mike Ritland
36 Comments
I like the balance sheet here—less leverage than peers.
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.
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.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.
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.
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.
I like the balance sheet here—less leverage than peers.
Nice to see insider buying—usually a good signal in this space.
The cost guidance is better than expected. If they deliver, the stock could rerate.
I like the balance sheet here—less leverage than peers.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.