Elijah Miller on September 16, 2026 7:28 am I like the balance sheet here—less leverage than peers. Reply
John Taylor on September 16, 2026 7:28 am Nice to see insider buying—usually a good signal in this space. Reply
Noah Martinez on September 16, 2026 7:29 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Noah Moore on September 16, 2026 7:29 am If AISC keeps dropping, this becomes investable for me. Reply
John Jones on September 16, 2026 7:31 am Interesting update on You Can Be Tracked Through Your Tires | Official Preview. Curious how the grades will trend next quarter. Reply
Mary Garcia on September 16, 2026 7:31 am Exploration results look promising, but permitting will be the key risk. Reply
Michael G. Rodriguez on September 16, 2026 7:32 am If AISC keeps dropping, this becomes investable for me. Reply
Lucas P. Williams on September 16, 2026 7:33 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
Jennifer Lee on September 16, 2026 7:33 am Silver leverage is strong here; beta cuts both ways though. Reply
James Martin on September 16, 2026 7:35 am Uranium names keep pushing higher—supply still tight into 2026. Reply
Elijah Lee on September 16, 2026 7:37 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
James Smith on September 16, 2026 7:39 am Production mix shifting toward Videos might help margins if metals stay firm. Reply
Michael Taylor on September 16, 2026 7:41 am Silver leverage is strong here; beta cuts both ways though. Reply
Mary V. Rodriguez on September 16, 2026 7:42 am Exploration results look promising, but permitting will be the key risk. Reply
Isabella Miller on September 16, 2026 7:43 am The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
21 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.
Uranium names keep pushing higher—supply still tight into 2026.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Good point. Watching costs and grades closely.
Interesting update on You Can Be Tracked Through Your Tires | Official Preview. Curious how the grades will trend next quarter.
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.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Uranium names keep pushing higher—supply still tight into 2026.
Production mix shifting toward Videos might help margins if metals stay firm.
Production mix shifting toward Videos might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Silver leverage is strong here; beta cuts both ways though.
Exploration results look promising, but permitting will be the key risk.
The cost guidance is better than expected. If they deliver, the stock could rerate.