Added to YB: 2026-05-13
Pitch date: 2026-05-11
LODE [neutral]
Comstock Inc.
+46.1%
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. commercializes technologies, systems, and supply chains that extract, process, and convert under-utilized waste and natural resources into clean energy and clean energy supporting products in the United States.
Market Cap
$324.9M
Pitch Price
$2.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
-8.43
P/E
-4.65
EV/Sales
272.53
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Updates On Select Portfolio Holdings - Comstock Inc.
LODE (holding update): Divesting legacy mining by Q3 2026, SSOF stake up to 42.57% (presentation assumes 50%). First solar panel recycling plant (Silver Springs) goes live end-month, all equipment installed. 300MW gas supply secured ($22M surety→$54M by Dec '27). SSOF prepping for hyperscaler sale could cover entire mcap, but timing uncertain & may need more capital. No new customer MSAs disappointing; dilution risk & shifting timeline messaging concern. Multiple catalysts but value unlock keeps pushing out.
Read full article (2 min)