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James Davis on augusti 30, 2026 8:27 f m Silver leverage is strong here; beta cuts both ways though. Reply
James Thompson on augusti 30, 2026 8:30 f m Uranium names keep pushing higher—supply still tight into 2026. Reply
Michael Miller on augusti 30, 2026 8:31 f m Production mix shifting toward Världen might help margins if metals stay firm. Reply
Emma Jones on augusti 30, 2026 8:31 f m If AISC keeps dropping, this becomes investable for me. Reply
Ava Martin on augusti 30, 2026 8:33 f m Interesting update on Karin Eriksson: Bakslaget för EU på Island kan stärka Trump. Curious how the grades will trend next quarter. Reply
Emma Smith on augusti 30, 2026 8:33 f m If AISC keeps dropping, this becomes investable for me. Reply
Lucas Garcia on augusti 30, 2026 8:37 f m The cost guidance is better than expected. If they deliver, the stock could rerate. Reply
James Davis on augusti 30, 2026 8:40 f m Exploration results look promising, but permitting will be the key risk. Reply
18 kommentarer
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
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.
Production mix shifting toward Världen might help margins if metals stay firm.
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.
Interesting update on Karin Eriksson: Bakslaget för EU på Island kan stärka Trump. Curious how the grades will trend next quarter.
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.
Exploration results look promising, but permitting will be the key risk.