Added to YB: 2026-03-30
Pitch date: 2026-03-26
LODE [bullish]
Comstock Inc.
-4.9%
current return
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
$223.2M
Pitch Price
$3.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
-5.41
P/E
-3.20
EV/Sales
178.46
Sector
Oil, Gas and Consumable Fuels
Category
growth
Who Am I?...Episode 9 / Comstock (LODE)
LODE: Pivoted from mining to solar recycling + biofuels. Site 1 profitable Q4'26, $75M FCF at 80% util by late 2027; 7 US sites planned by 2030, <$15M capex each. Mining assets sale Q2 for $50-60M, real estate Q4 for ~$275M (datacenter comps suggest upside). $235M mcap, $55M net cash = $180M EV. Trading <1x FCF in few yrs as scaled sites = 25-30% mcap FCF annually. $344M NOLs. Marathon-backed biofuels spin could value majority stake at $400M.
Read full article (2 min)