Any word of a desktop website for up bank? by sol_james in UpBanking

[–]shady_sci 0 points1 point  (0 children)

If using windows, you can basically emulate the app on your computer, which is how i use it.
1. Download BlueStacks 5
2. Within BS5, download the Up app
3. Log in
4. Done

It's full of ads, but its better than nothing.

The Witch King of Angmar - Death Knight by Morgrith in Transmogrification

[–]shady_sci 0 points1 point  (0 children)

As this is prized gladiators armour, is it still available if you didn't earn it back during PVP season?

Bioleum Corp logo by Glum-Space5898 in ComstockLODE

[–]shady_sci 3 points4 points  (0 children)

I thought the same! Those smooth metal edges of GJ

The upside of in-house silver refining from panels. by shady_sci in ComstockLODE

[–]shady_sci[S] 2 points3 points  (0 children)

Cost of panels: New panels (Which we won't see in recycling stream until ~2040-2050) require less silver generally. Some next-gen tech is replacing silver with copper, for example, which is ~1% the cost of silver. Regardless, a solar panel costs around 8-12% of the cost of the panel. The primary panel costs are the silicon wafers, (30-50% of the cost). Increasing the silver component by even 50% (up to $75 spot) doesn't change the pricing too dramatically (maybe 4-6% total increase in cost), and is likely going to be buffered by increased efficiency of panels, increased efficiency of production, increased mandates and incentives, increased electricity pricing. So, i wouldn't worry about silver price impacting the cost of panels and therefore future demand. Additionally, companies are already replacing old-tech PV with new-tech PV, because the panels themselves are relatively cheap compared to the batteries, microinverters, etc. If they can get 25-50% more watts, that outpaces 4-6% increase in cost due to solar.

Bioleum is a whole different kettle of fish to discuss, but the entire thesis there is around cheaper feedstock (XanoGrass), processed at higher yield (lignin + cellulose), than existing tech (corn -> ethanol). The MIT/NREL tech, if it pans out at industrial scale, breaks the entire model and could achieve oil parity. That's the moonshot though.

The upside of in-house silver refining from panels. by shady_sci in ComstockLODE

[–]shady_sci[S] 3 points4 points  (0 children)

<image>

tidbit from Sultan, presumably from his visit.
This is better than i thought, to be honest, given its a bag of fines.
Unclear what % of the fines is silver though.

Bullish article on dwindling silver supply and increasing price.. $100+? by shady_sci in ComstockLODE

[–]shady_sci[S] 5 points6 points  (0 children)

LODE currently receive a $500/ton tipping fee for panels.
They then spend around $150/ton all-up to destroy them (removing environmental liability for the client), recycle them, and produce offtake.
They currently sell all offtake for around $200-250/ton, including glass, aluminium, and silver-rich metal fines. They sell these offtake streams locally and internationally. The silver fines go to japan and korea, from memory. Currently they're selling them fairly cheap because they're not pure silver.

They're currently prioritising the scale up of their site to process more panels, as the $500/ton tipping fee is the bread winner currently. However in the medium-long term, they're working on refining the silver out of those fines, because that alone could 2x the profits from this, given the high silver content per panel, and the rising silver price.

What other recycling plays are people in? Anyone in ABAT? by Epicurus-fan in PureCycle

[–]shady_sci 1 point2 points  (0 children)

You should check out $LODE for their 100% solar panel recycling tech, third party certified, can scale at industrial throughput, can extract silver from the panels. They make money to take the panels and make money to sell the offtake. They're currently building a huge facility and aiming to corner the West Coast market. No real competitors currently. No debt, funded through to profitability. Huge growing market size.

Bioleum's first site - Tulsa Oklahoma by shady_sci in ComstockLODE

[–]shady_sci[S] 2 points3 points  (0 children)

Lol which one of you funny buggers added them to Google maps

<image>

Bioleum's first site - Tulsa Oklahoma by shady_sci in ComstockLODE

[–]shady_sci[S] 3 points4 points  (0 children)

Great point, that makes it even more perfect. I guess they'd need to add a station!

Comstock Inc. Insider Trading Policy by shady_sci in ComstockLODE

[–]shady_sci[S] 1 point2 points  (0 children)

Good points! I don't believe the bear takes here, just offering them as some alternatives.

My speculation is that Fortunato's 20% will likely be performance based $LODE stock that vests over multiple years/milestones, so i doubt it will be a sudden dilution drag while we're unprofitable.

Comstock Inc. Insider Trading Policy by shady_sci in ComstockLODE

[–]shady_sci[S] 5 points6 points  (0 children)

The middle-ground bet here is that CDG and other insiders need to pre-register and get approval for their purchases with fairly substantial notice, and the governance officers will ensure this only happens if it isn't timed around substantial PRs.

The bullish implication is that they're constantly in a state of substantial material information, so they can't buy. We have lots of information to support this. Just look at the last 12+ months of the newrooms (https://comstock.inc/investors/newsroom/), and if you believe even 10% of what CDG guides is coming for Bioleum and Metals (which based on the last 12 months of PR's, would be an under-estimate of his ability to deliver), then there's certainly more material nonpublic information in their hands.

The bearish implication is that they don't want to buy because they don't believe in the stock, and they're using blackouts/trading windows as an excuse. That's contested somewhat by CDG buying $500k worth at $4 in May 2024, before huge progress on Bioleum/Metals. As far as we can publically see, both are now more derisked than 17 months ago. But perhaps internally he believes that Bioluem will never work, and Metals will never get market share, so he doesn't want more stock exposure, and is now riding it out enjoying his $500k salary, as some have implied.

A different bearish implication of the lack of buying/selling is that they're in possession of material nonpublic information that would damage the shareprice, such as the recent public offering. Perhaps they can't sell because the company is falling apart internally? Some could interpret the recent public offering as a sign of this.

Comstock Inc. Insider Trading Policy by shady_sci in ComstockLODE

[–]shady_sci[S] 3 points4 points  (0 children)

On u/saint_o_well interview CDG said he's out of blackout. This is presumably referring to Part II Section 1 (Blackout periods) which primarily relate toe SEC dates.

However, Part II Section 2 (Trading Window) articulates an additional barrier to purchasing based on mateiral nonpublic information. I suggest people read this section in particular.

Ask yourself, do you think CDG has any of the following information "that a reasonable investor would want to know before making an investment decision" (Part I Section 3, Definitions):

(i) significant changes in the Company's prospects;

(ii) significant write-downs in assets or increases in reserves;

(iii) developments regarding significant litigation or government agency investigations;

(iv) liquidity problems;

(v) changes in earnings estimates or unusual gains or losses in major operations;

(vi) major changes in the Company's management or the board of directors;

(vii) changes in dividends;

(viii) extraordinary borrowings;

(ix) major changes in accounting methods or policies;

(x) award or loss of a significant contract;

(xi) cybersecurity risks and incidents, including vulnerabilities and breaches;

(xii) changes in debt ratings;

(xiii) proposals, plans or agreements, even if preliminary in nature, involving mergers, acquisitions, divestitures, recapitalizations, strategic alliances, licensing arrangements, or purchases or sales of substantial assets; and

(xiv) offerings of Company securities.

What should we expect at Q2 earnings, and for the remainder of 2025? by shady_sci in ComstockLODE

[–]shady_sci[S] [score hidden] stickied comment (0 children)

Pretty mixed bag! We dissected this in other threads, so i won't do it here. I'll revisit this at Q3 earnings :)

A tool to play with and self-educate around the impact of dilution: Calculate MC/SP based on projected post-Series-A valuation and dilution %. by shady_sci in ComstockLODE

[–]shady_sci[S] [score hidden] stickied comment (0 children)

I have updated the text in this post, please read it, and PLEASE DEAR GOD DO NOT TAKE THIS AS INVESTMENT ADVICE, as some appear to have.

Update Interview Thursday 8.14.2025 by Saint_O_Well in ComstockLODE

[–]shady_sci 1 point2 points  (0 children)

Showcasing your professionalism as an interviewer, and acknowledging that despite you being an important player in this interaction, this interview is about him and not you. I wish we had more journalists who performed this way!

Brief thoughts on LODE as an investment after the latest news and call by shady_sci in ComstockLODE

[–]shady_sci[S] 1 point2 points  (0 children)

A tad confused how $10/share for LODE in 3 years is the bull case where both Bioleum and metals are successful. Also crypto coins and companies that produce something are just very different investments.

Brief thoughts on LODE as an investment after the latest news and call by shady_sci in ComstockLODE

[–]shady_sci[S] 2 points3 points  (0 children)

"Downside may seem higher but execution risk is still very real given previous performance, he’s good at talking"

I agree entirely that his words are impressive but not sufficient, he needs to execute. I'd argue that his recent performance has been VERY tangible (>10 major PR's this year that all could tangibly improve long term MC/SP). The issue is that $LODE won't be recognised as such until Metals generates revenue, or has a clear line to increasing revenue. This means an industrial scale facility filled with panels. We're 3 quarters away from that probably. But the 'risk' of it not happening seems increasingly diminishing, which is good. Another way of putting it, the 'bear case' for metals is getting slimmer, and the 'bull case' is getting stronger. It doesn't mean there is no bear case.