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Michael Winiarski: Nytt bakslag för Trump i kampen om oljan
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9 kommentarer
If AISC keeps dropping, this becomes investable for me.
I like the balance sheet here—less leverage than peers.
If AISC keeps dropping, this becomes investable for me.
Good point. Watching costs and grades closely.
Interesting update on Michael Winiarski: Nytt bakslag för Trump i kampen om oljan. Curious how the grades will trend next quarter.
The cost guidance is better than expected. If they deliver, the stock could rerate.
Silver leverage is strong here; beta cuts both ways though.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.