dlwtrading retweetledi
dlwtrading
429 posts

dlwtrading retweetledi

@SneakyFrenchSpy @DonDurrett @CDe_Gasperis Don - Interview Corrado. It’s a one off for GSD but a Soon to be Silver Producer. CDG talks to anyone that cares especially the constraints that made the pivot to where they are today. Durrett metrics might be wild when things start rolling.
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@DonDurrett @SOLASTRO3 @CDe_Gasperis If they managed to be a major silver miner in Nevada, don't you think they deserve some coverage? They are still incredibly cheap and undervalued. They are about to crank out a lot of silver, aluminum and other critical materials.
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$LODE Comstock says it has undergone an “almost complete transformation” from legacy gold and silver mining into “urban mining”, focusing on recycling end‑of‑life solar panels to recover silver, silicon, aluminum, glass and other critical minerals.
finance.yahoo.com/sectors/energy…
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@SneakyFrenchSpy @DonDurrett Actually, I'lll make sure we get 5 off of the stocktwits family of Lode shareholders. stocktwits.com/symbol/LODE
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@SneakyFrenchSpy Add Comstock back in Don @DonDurrett. Technically they are Silver Producers now faster than most . Three new members will be made. Atleast 1 for sure goldstockdata.com/forum.php?subs…

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LODE is actively selling their mining assets ($50-60M guided) and Green Li-Ion by eoy ($18M) — that's ~$1/share in near-term cash alone.
Now add Facility 1 solar recycling at 80% capacity (15x EBITDA): ~$8.91/share.
Then give just 25% credit to SSOF land + Bioleum + everything else: +$2.43/share.
Total: ~$12.32. Last close: $3.53.
50% credit? $14.75/share. Poke holes all you want it is undervalued. IMHO. I know nothing.

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@JoshTradeOption @SOLASTRO3 Legacy silver resources + SSOF land (adjacent to Microsoft & Tract data centers) for major monetization. Balance sheet now clean after big raises. Silver supply crunch + energy transition = asymmetric upside. Long $LODE. #Silver #SolarRecycling
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dlwtrading retweetledi
dlwtrading retweetledi

3rd positive signal at $LODE:
Director $84k inside buy
Uzo@Uzocapital
$LODE - 2 positive signals 1) CFO small ($11.5k) inside buy 2) Note amendment true up date April => July (if stock is higher by then LODE pays less) Reminder Q2 is when management guided to: 1) mining asset sale (CFO running process) 2) metals production starting
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dlwtrading retweetledi
dlwtrading retweetledi

UPDATE 2.0:
We had 1.4k comments so please bare with me as I send the workbook over to everyone 🙏
If you haven't received it yet, comment below on this tweet and I'll make sure to get it across.
(follow me + retweet for priority)
Felix Prehn 🐶@felixprehn
Just created a complete investing workbook covering entry/exit strategies, position sizing formulas and the systematic approach making 10% of traders profitable. I shared this with my 20,000+ students. For 24 hrs, it's yours for FREE. Like + comment "WORKBOOK" and I'll DM it.
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@WallStreetMav $lode comstock metals will recycle this. 18 oz a ton of silver. They do 35000 tons this year. 85 dollar silver.
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JUST IN: Massive solar panel farm in Indiana destroyed by storms.
Indiana is a red state, yet its leaders have allowed Green New Deal policies.
Now, toxic chemicals from the broken panels will poison the soil, making it unusable.
The end result of solar farms is low energy, no soil, and higher energy costs for residents. Why is any red state allowing them?
Follow: @WallStreetMav
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dlwtrading retweetledi

Comstock Metals is fully deployed in every aspect of our facility upgrades, storage build out and the all of the work associated with commissioning our first industry-scale recycling process. Our proprietary shredding systems represent a critical part of this system. Updates on commissioning will be coming regularly.

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dlwtrading retweetledi

$LODE Comstock Metals has now secured an additional site for storage in Ohio (more coming) that will function as a centralized hub for the collection, preparation, storage, and aggregation of decommissioned solar panels that will ultimately expand into processing.
As these volumes of end-of-life solar panels rapidly expands across the country, growing from millions of panels per year into tens of millions per year and ultimately hundreds of millions, our systems ability to scale responsibly and efficiently across the country is paramount for delivering true sustainability—and peace of mind—to our customers and critical minerals into the these domestic supply chains. $LODE
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dlwtrading retweetledi

$LODE Comstock Metals has added a strategically located storage and prepping facility in the heart of the Central Valley of California. The facility represents a critical node in what will become a national network for the responsible collection, preparation and aggregation of solar panels for ultimate closed-loop recycling and refining, initially in its fully permitted Nevada facilities.
We are rapidly establishing the global standard in solar panel recycling by creating a scalable, reliable, efficient, and optimized network of decommissioning, collecting, aggregating, storing and full-recovery processing (and ultimately refining) nodes designed and built for speed and scale, for the tens of millions and then hundreds of millions (and growing) of end of life solar panels. $LODE
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