Added to YB: 2026-07-14
Pitch date: 2026-07-10
LODE [neutral]
Comstock Inc.
-3.46%
current return
Author Info
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
$329.5M
Pitch Price
$4.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
-8.56
P/E
-4.72
EV/Sales
276.74
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
Comstock Inc: SSOF Deep Dive and Updates On Everything Else
LODE (holding update): SSOF/real estate deep dive; mgmt values 51% stake + Comstock RE at ~$305M vs $311M mkt cap; data center land in Nevada with 250-300MW power (up to 1.2GW). Metals facility commissioning delayed to Aug; profitable at 40-45% util. Green Li-Ion DOE grant optionality; Bioleum disappointing. Insider/institutional buying (MAK, Gratia). Cost basis $2.91, 3rd-largest position, bullish. Catalysts: mining sale close, RE monetization clarity, Facility 1 ramp.
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