Added to YB: 2026-06-22
Pitch date: 2026-06-18
LODE [neutral]
Comstock Inc.
Author Info
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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
$362.1M
Pitch Price
N/A
Price Target
14.00 (+225%)
Dividend
N/A
EV/EBITDA
-9.50
P/E
-5.18
EV/Sales
306.92
Sector
Oil, Gas and Consumable Fuels
Category
value
Spicy #1, Update #3: Checking in on Comstock
LODE (update): SOTP update on Comstock. Metals PV recycling plant online within 4 wks (FOAK risk); base case 20x PE. Mining divestment expected 3Q26 (~$30M conservative, Mackay likely buyer). SSOF datacenter land valued ~$300M ($1M/MW x 300MW). Bioleum written to zero after C-suite exits & lost funding. Target $14/share in 2yrs; Mining+SSOF+cash covers current mkt cap. Heavy insider buying.
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