Kamil Maczuga

@Yomommasay @Vaniljmunkennn But with 2mln panels capacity and 96% recovery they basically can do the same as lode, not to mention they already opened 3rd facility lode hasnt even finished first one. Im a lode investor but you have to give credit to the competition, they are out there and for now they ahead

@Vaniljmunkennn Yes they are out there. They also really only do rooftop and personal solar recycling not industrial and large companies like lode

$LODE Competition is out there. recyclingtoday.com/news/solarcycl…

@AbdrazakAlmas Thats whole market, there are already companies that are processing panels. They are just starting, its naive to assume they will have more than 30ish % in forseable future

$LODE if these numbers are correct, Comstock Metals can earn $750M in 2030 from USA alone

$vty what I dont understand is why they have left 30mln for buyback and they are only buying back 20k shares a day. Thats 2 years of business days left. Just a while ago they were buying 45k a day when stock was 6-7£

@joe_oa And mind you the limit is 1b (plus 100m) so i get why someone might get upset

I don't understand the deep sell off in $VTY. The stock is trading lower than when it reported accounting issues in 2024. 30% below the value of its tangible assets. Sales are up YTD and guidance calls for a £100m net cash position by year end. That implies a £244m cash flow swing. That means the stock is trading at 5.5x 2026 cash flow.

@joe_oa Hi, im investor as well and i increased my position after the fall heavly. But I think that ppl concerns are partially valid, vistry says that it is long into transition to capital light model yet they also guided to rising daily debt beginning of this year, nearly 800m

@petricor80 @CDe_Gasperis oh, can you help me find a source for that? In the last 10K they disclosed 17% and i havent seen any updates since that

@oposkiller @CDe_Gasperis $LODE Not really, with the capital allocations I have been making, it is around 35%.

$LODE @CDe_Gasperis has not provided many details, but he has confirmed the evidence that part of the capital increase was aimed at increasing the value of SSOF in order to subsequently obtain a much greater profit.

@Yomommasay for some reason i though that they have years results tomorrow

@oposkiller Or Wednesday. Or Thursday. Or friday. Thats how weeks work

$sls that's a somebody knows something type spike 👀 $lode let's see a land sale this week!

@Yomommasay yeah but we are week past that months end arent we

@oposkiller Corrado mentioned in the most recent call that he was "biting his tongue" on it but expected news before the end of the month

$lode let's see that data center land sale next week $sls as close to a sure thing as you'll ever find in biotech

@KamilZamojc Albo to jest zwykła zmiennosc a nie reakcja na cokolwiek :/

W reakcji na zawieruchę na Bliskim Wschodzie kilka minut po otwarciu notowań: #Enter -5% #Mobruk -5% daje do myślenia 🤡🙃

$lode doe grants should be announced this week so we shall see if they got it or they wasted like most opportunities recently

@broheim777 Assuming what you Say is true, would it be legal for lode to Pay 6m to secure a spot in queue for its subsydiary when they only own 17% of it?

$LODE, in Dec, the ATM was hit for approx $6mm. This money was used to secure a position for SSOF in the queue- this is a non refundable deposit btw. $6mm guaranteed the 2,500 SSOF parcel 600MW of power. This is perfect for an AI campus this size.

$LODE, I have said for months that SSOF is a major part of the investment thesis. This is not to say that recycling is unimportant. The ROI on the recycling may in fact be exceptional but it depends on whether the unit economics hold true.

@Yomommasay whats the source on that?

$lode big names adding :) $sls more time it takes better it'll be patience on both of these is key

$lode does anyone know here i can find recording of recent update call?

@sandy_slipper @broheim777 Heres what i dont get. They said its driven by demand but at the same time where is that demand in numbers? Because they dont tell that story

@oposkiller @broheim777 So basically the acceleration seems indirectly driven by demand. $LODE explained to have contracted with most major utilities (MSAs). They have met most plant 1 targets, and feel they need to go faster with plant 2, and refining, to prevent competitors from gaining share.

$LODE, I’ll leave it here with this: imho the CEO is a scumbag & has no idea what he is doing. He is all over the place. His one focus, however, is his personal interest in SSOF. Everything else probably fails but if he can exit this $$$

@sandy_slipper @broheim777 can you speak to that more? Im not agreeing or not just wanted to hear ppls opinions, I havent had the chance to listen to it live so im waiting for recording

@broheim777 This is not my $LODE feeling after the call. Left with a more reassured pov personally!

@broheim777 wait so they raised for next facility instead of funding it with proceeds from the first and they dont have any sight on filling the 3m tonnes of capacity that the first one has ?

$LODE, so funny they don’t answer my questions. Regardless, a refinery is years away and 10s of millions. They have sight on only 20k tonnes or 20% capacity and diluted the shit out of us for SSOF. Thats the take away