u/CaptinCook007

The author argues District Metals' Viken deposit is a polymetallic super giant, with the stock down 70% on environmental inquiry risk that could result in a municipal veto. METS Engineering has been contracted to demonstrate pug processing of alum shale and dry stacked tailings that avoid conventional water/environmental risks, with a PEA due Q2 and an economic impact study soon after. The author expects $300M-$400M free cash flow per year on a small/modular 100M tonne starter mine, and believes Swedish national interest and EU Critical Raw Materials Act designations would override a municipal veto in the Swedish supreme court. Main risk is the permitting local veto potentially tied up in court for a year.

The author argues Comstock Inc is launching its Vega 1 industrial-scale solar panel recycling facility this spring, the only EPA-certified zero-waste solar panel recycler, processing any panel in 7 seconds at the lowest variable cost. At full capacity it would produce 2M oz silver and 3M lbs copper plus silicon rare earths, generating $500M EBITDA at current silver prices with only $12M capex per facility and expansion to three facilities in 2027. The stock is discounted due to execution and technical risks in scaling from pilot plant to commercialization, and the market needs to see it to believe.

The author argues uranium is entering a metal supercycle while the USA produces less than 3% of its uranium consumption, positioning Myriad Uranium's Copper Mountain project in Wyoming as a unique domestic asset. Catalysts include a 2026 Rush merger, multi-season drill program, initial MRE targeting 100 million lbs, and a potential Nasdaq/NYSE listing, with an M&A exit before construction potentially yielding 20-200x returns. Stated risks are lower grade than Athabasca and dilution from 44M warrants.