Bullish on Comstock Inc as a solar-panel recycler launching its Vega 1 facility with large silver/copper output and low capex.
LODE — LONG 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.
Launching Vega 1 industrial scale facility this spring.
This Reddit post, published January 27, 2026, features u/CaptinCook007 discussing LODE. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/CaptinCook007 · Tickers: LODE