Added to YB: 2026-02-17
Pitch date: 2026-02-15
LODE [bullish]
Comstock Inc.
+32.59%
current return
Author Info
The Pale Blue Dot is an ex-investment banker with more than a decade of experience in M&A advisory, capital raising and equity derivatives. Sign up for the newsletter.
Company Info
Comstock Inc. engages in the systemic decarbonization business in Nevada and internationally. The company operates through five segments: Fuels, Metals, Mining, Strategic Investments, and Corporate Services.
Market Cap
$198.4M
Pitch Price
$2.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
-6.36
P/E
-2.37
EV/Sales
130.97
Sector
Oil, Gas and Consumable Fuels
Category
growth
Comstock Inc. ($LODE) - Sustainability Play With Near-Term Catalysts
LODE: Solar panel recycling play w/ proprietary zero-waste tech; 1st 3M panel/yr facility commissioning Q1'26, potential for 3 plants by '28. At $50/oz silver: $350/ton gross margin + $200/ton metal recovery = $55M profit/facility. $200M mkt cap, $100M cash, EV ~$100M. Catalysts: facility ramp-up, SSOF land sale (17% stake worth ~$85M). Risk: execution, competition, mgmt conflicts of interest.
Read full article (9 min)