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« Chouette idée 1/9 ». Le podcast « Chaleur humaine » propose une série d’idées sur le climat, la biodiversité et la transformation de la société pour discuter pendant les fêtes de fin d’année.
12 commentaires
Silver leverage is strong here; beta cuts both ways though.
Interesting update on Changer le monde ? On l’a déjà fait ! Retrouvez notre podcast avec Thomas Piketty. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
If AISC keeps dropping, this becomes investable for me.
Exploration results look promising, but permitting will be the key risk.
Exploration results look promising, but permitting will be the key risk.
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.
Production mix shifting toward Planète might help margins if metals stay firm.
Exploration results look promising, but permitting will be the key risk.
Uranium names keep pushing higher—supply still tight into 2026.