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Added to YB: 2025-08-21

Pitch date: 2025-08-20

LODE [bullish]

Comstock Inc.

+26.16%

current return

Author Info

Investing on the Spicy Side is a home office's search for alpha in parts of the public capital markets where most investors can't, or won't go. 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

$197.0M

Pitch Price

$2.37

Price Target

100.00 (+3244%)

Dividend

N/A

EV/EBITDA

-4.98

P/E

-1.53

EV/Sales

66.64

Sector

Oil, Gas and Consumable Fuels

Category

N/A

Show full summary:
Spicy #1 - Update 2, Ripping off the Financing Band-Aid - Comstock Resources, Inc.

LODE: Recent $30M raise at $2.25 (30% dilution) larger & cheaper than expected, but cleans balance sheet, funds first Metals plant, eliminates toxic financing cycle. Multiple new MSAs signed. Competitor SolarCycle struggling - market share opportunity. Despite dilution, 2030 valuation only drops 23% to $100/share. Still multi-bagger potential.

Read full article (6 min)