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« Cartes vermeil ». Une fois par mois, un de nos journalistes à l’étranger raconte comment on vieillit hors de nos frontières. Dans les campagnes chinoises, la faiblesse des pensions contraint de nombreux paysans retraités à l’exil urbain où, pour survivre, ils se résignent à accepter les emplois les plus précaires.
18 commentaires
Production mix shifting toward International might help margins if metals stay firm.
Good point. Watching costs and grades closely.
Interesting update on En Chine, le repos impossible des retraités des champs. Curious how the grades will trend next quarter.
Exploration results look promising, but permitting will be the key risk.
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.
I like the balance sheet here—less leverage than peers.
Silver leverage is strong here; beta cuts both ways though.
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.
I like the balance sheet here—less leverage than peers.
Good point. Watching costs and grades closely.
Interesting update on En Chine, le repos impossible des retraités des champs. Curious how the grades will trend next quarter.
Good point. Watching costs and grades closely.
Uranium names keep pushing higher—supply still tight into 2026.