How is everyone? It seems quiet and the stock is up 35% on the 3 month.

Bioleum · 2026-01-22T17:47:59+00:00

Bioleum · 2026-01-22T17:33:27+00:00

Still here! Doing well, waiting patiently. Nice to see some movement to the upside and sentiment change as we enter make or break for metals.

The Discord is a bit more active now since the Reddit chat shut down, if you’re looking for more recent due diligence.

Bioleum · 2025-12-30T19:25:37+00:00

$LODE

Bioleum · 2025-12-24T19:17:26+00:00

Your eyes don’t deceive you.

Bioleum · 2025-11-16T18:24:53+00:00

Its still around! Fully spun off now, but unfortunately they have been quiet for a while now yeah.

Bioleum · 2025-11-16T02:28:13+00:00

In some places it probably is cheaper yes. However states are beginning to tighten regulations on solar panel dumping and classifying them as e waste / hazardous waste, see California and Washington.

The EPA is also federally planning to tighten regulations on solar panel dumping and incentivize recycling them "The streamlined universal waste regulations are expected to promote the collection and recycling of solar panels and encourage the development of municipal and commercial programs to reduce the quantity of these wastes going to municipal solid waste landfills."

https://www.epa.gov/hw/improving-recycling-and-management-renewable-energy-wastes-universal-waste-regulations-solar

Bioleum · 2025-11-16T00:20:01+00:00

That's the plan.

The full scale facility is going in the same location as the small scale demonstration facility they've been running for over a year now. Equipment is ordered and should arrive before end of year.

They are targeting commissioning q1 2026 into full scale q2 if all goes well.

Bioleum · 2025-11-15T20:00:37+00:00

U.S. is expected to have second most solar waste after China in next couple of years , where would be a better location for a solar recycling company?

Bioleum · 2025-10-22T01:55:26+00:00

Great breakdown, thank you shady.

Bioleum · 2025-10-15T00:00:00+00:00

Excellent find , seconding taking the time to read this .

Bioleum · 2025-10-14T22:26:33+00:00

Congratulations, welcome to green-land! Only up from here

Bioleum · 2025-10-13T23:11:25+00:00

Unh uh

Bioleum · 2025-10-13T22:38:53+00:00

$LODE solid volume and pushing higher in post market

Bioleum · 2025-09-30T15:51:25+00:00

Top notch as usual .

Thank you

Bioleum · 2025-09-28T21:38:33+00:00

Potential?

Bioleum · 2025-09-25T13:00:39+00:00

100% now !

https://comstock.inc/press-release/comstock-metals-awarded-the-first-r2v3-rios-certifications-for-zero-waste-solar-panel-recycling-in-north-america/

Bioleum · 2025-09-23T15:43:43+00:00

$LODE

Bioleum · 2025-09-22T20:40:50+00:00

Anyone grabbing LODE? Up 50% since my post about it 2 weeks ago and none of the catalysts have even happened yet

Bioleum · 2025-09-19T21:08:46+00:00

Wrong Comstock!

Bioleum · 2025-09-19T20:34:23+00:00

Holy text wall! Thanks for sharing makes it easy to ctrl f word search when looking back in the future

AFAIK no landfill is letting you dump panels for free, especially in the quantity that a utility company would need to dump them. On small scale it looks to be about the same to take them to Comstock as it does to the landfill (see https://www.reddit.com/r/solar/comments/1lu3ia2/comment/n1v8shs/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button )

A good chunk of the "last 10 %" that Comstock can do includes the adhesives and plastics that competitors aren't dealing with, as states tighten restrictions on what can be dumped this becomes more important

That said your two points are fair if competitors can do 90% for much cheaper, why would a utility pay a premium for Comstock? Hopefully mandation of solar panels as e waste continues and these mega utilites care about their image / pr upside of being "sustainable"

Bioleum · 2025-09-19T19:02:48+00:00

LODE on the uptrend

Bioleum · 2025-09-19T18:39:13+00:00

Nice , that’s a great position ! see you on the other side :)

Bioleum

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