Added to YB: 2026-07-31
Pitch date: 2026-07-29
LODE [bullish]
Comstock Inc.
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
$206.7M
Pitch Price
$2.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
-5.17
P/E
-2.62
EV/Sales
195.15
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Comstock ($LODE) Q2 Analysis
LODE (added to position): Solar panel recycler crashed 20% on solid Q2. First facility live Aug at 25% util (breakeven 20%). One plant ~$50mm rev, $16.5mm EBITDA at scale = half market cap. SSOF+RE land ~$300mm vs $200mm mcap. $50mm+ liquidity post mining sale. Insiders buying.
Read full article (4 min)