Added to YB: 2026-08-05
Pitch date: 2026-08-02
LODE [bullish]
Comstock Inc.
+15.64%
current return
Author Info
Miroslav Stepanek is investing in small cap companies. 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
$229.5M
Pitch Price
$2.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
-5.76
P/E
-2.91
EV/Sales
217.62
Sector
Oil, Gas and Consumable Fuels
Category
turnaround
Comstock - the best risk-reward ratio ever?
LODE (added to position): Turnaround story near 52-wk lows post-earnings selloff. 3 pillars: solar panel recycling plant (starts Aug, 9k tons inventory, $12M low capex, high-teens gross margins at scale, needs 50% utilization for corp breakeven), ~1,000-acre Nevada land via 50% SSOF stake (potential sale >current EV, targeting mid-2027, AI data center boom lifting values), and Bioleum (ignored). Insider buying by board. Author sees selloff as irrational, significantly increased position.
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