Fernando

I have to return some videotapes

[Fernando @FerGarcia_7]

@NomadCarnivore @RealRickRule @duediligenceguy @minenergybiz @DonDurrett @TaviCosta @SprottMoney Cheers mate! Great to see your weekly posts on how the plant is advancing at the final stage, truly appreciated.
Really looking forward to it and the setup we have ahead. Plenty of catalysts and big stuff still

[Traveler @NomadCarnivore]

$LODE @RealRickRule @duediligenceguy @minenergybiz @DonDurrett @TaviCosta @SprottMoney

Comstock Metals:
https://t.co/1nz8MQn2g0

https://t.co/klCfmhq6Vp

https://t.co/s3QmaXcbDg

A multi-year long shareholder, I live in Reno, I have visited the facility multiple times, met the folks involved, met senior mgt, seen the feedstock which currently FILLS all free space on the original lot.

Very latest permitting in-process/approved (thanks @FerGarcia_7 for your post below!) The new storage lot NEXT DOOR is being built out NOW, room for 4 months supply of feedstock.

Institutional shareholding from low single digits last year to now 70-75% (per CEO). I expect higher once we see 2nd Qtr disclosures. Unheard of for a micro-cap stock.

Repeated insider buying. Three new board members from three of the largest shareholder's firms.

The technology is PROVEN over past 2+ years, that it WORKS is not in question, IT DOES. Yield Enhancement from in-house processing of fines is in process RIGHT NOW.

Monetization of non-core legacy assets, some DONE (Comstock Mining), some in process (real estate), will NON-DILUTIVELY fund 10 or more processing facilities AND in-house fines processing facilities (2x-4x).

You get very few chances in life to participate in an opportunity like this. Due diligence and homework will reward those who take action.

[Fernando @FerGarcia_7]

3) Separately, the board approved the North Lyon County Power GID for the neighboring NNIC development. The approval sets the regulatory blueprint for behind-the-meter gas generation in the corridor. A future buyer now may see the county's willingness, derisking the path
$LODE

[Fernando @FerGarcia_7]

From the Lyon County Development Department's active projects report, plus yesterday's board vote. Few things worth:

1) Comstock Metals has now issued permits for its recycling storage yard and a new office building in Silver Springs, plus a 5,000 sq foot tenant improvement

[Fernando @FerGarcia_7]

2) Same town: Microsoft's data center campus in Silver Springs cleared administrative design review in April and its grading and substation plans are now in review with the county engineer. The Silver Springs data center corridor is real and it is being built

[Corrado DeGasperis @CDe_Gasperis]

For mover a century and a half, the Comstock has represented more than a mining district - it has embodied a tradition of innovation, perseverance, and transformation. As Comstock Inc. advances from its historic role in hard rock mining to the emerging technologies and disciplines of a sustainable, renewable metals supply chain (aka "urban mining,") we do so with deep respect for our communities, investors, and the landscapes that have shaped its journey.

The stewardship of these historic mining assets now passes to Mackay, ensuring that the remarkable legacy of the Comstock Lode continues under their dedicated ownership while Comstock continues the same spirit of breakthrough innovation to recovering the critical materials that will help power this and the next generation of industry. Though the source of those materials has evolved, from the mountains of Nevada to the communities that surround us, Comstock Inc.'s commitment remains unchanged: to innovate and commercialize technologies, systems and supply chains that enable, support and sustain clean energy systems by efficiently, effectively, and expediently extracting and converting under-utilized natural resources into reusable metals, like silver, aluminum, and other critical minerals, primarily from end-of-life photovoltaics.

This sale to Mackay achieves a critical milestone in our transformation from a hard rock, junior mining company to our growing, global, renewable metals and materials company while retaining real upside through both equity in MACK and potential future NSR royalties.

[Fernando @FerGarcia_7]

This was one of the smaller catalysts on the list but an important one. Now the sequence rolls on: plant trial runs in July, the Lyon County GID ordinance vote July 2nd for the data center corridor next to SSOF, and the big one still ahead, the SSOF land monetization in 1H27

[Fernando @FerGarcia_7]

$LODE just closed the mining asset sale to Mackay Precious Metals for over $45M total. $20M cash upfront, $3.5M in stock, plus deferred and milestone payments and a 1.5% NSR royalty
https://t.co/pA2sF1TiZ8

[Fernando @FerGarcia_7]

What this really does is kill the dilution risk. With $20M cash in now plus the existing balance, the plant ramp, the metals pilot and Bioleum are funded without touching equity. Exactly what management said the mining sale would do

[Uzo @Uzocapital]

"Comstock Sells Legacy Mining Assets To Mackay Precious Metals Inc...for an aggregate transaction value of over $45 million"

Today: $20m cash, $3.5m stock, 1.5% NSR royalty
Within 18 months: $5m cash, $2m stock
subject to milestone: $10m cash

$LODE

[CEO Watcher @CEOStockWatcher]

Another insider purchase at Comstock $LODE

Director (Pei Steven Yu-Tsung) at Comstock Inc. $LODE purchased $1.02M (3rd largest purchase, out of 3).

This increased their listed holdings by 15%.

3 other insiders also purchased the stock in the last 30 days.

[Fernando @FerGarcia_7]

@MrtnzAlvrz Buen dativo, sí señor

[Fernando @FerGarcia_7]

Total: ~$1.6M in coordinated open market purchases. Same day.
This is Pei's SECOND major buy since joining the board. First was $1.5M in May.
His total open market investment: >$3M of his own money.

Getting started! +12% up today $LODE

[Fernando @FerGarcia_7]

$LODE
4 insiders buying simultaneously on the open market:
Dir.Pei (Gratia Capital): ~360,000 shares @ $4.02 (+$1.45M)
CEO DeGasperis: 10,682 shares @ $3.98 (+$42,500)
Dir.Spence (new board member): 24,410 shares @ $3.97 (+$96,900)
Dir. Drozdoff: 7,000 shares @ $4.11 (+$28,700)

[Fernando @FerGarcia_7]

$LODE — Comstock Inc. The market is pricing this at $3.50
You're getting $53M in cash, ~$275M of data center land, and two disruptive clean energy businesses for an EV of ~$170M

[Fernando @FerGarcia_7]

En 2015 comprarte una casa costaba ~9,5 salarios anuales. En 2024, ~11,4. Si la vivienda sigue subiendo al +10% (est. 2025) y los salarios al +4,8%, en 2026 la brecha entre ambos índices podría superar los 40 puntos...

[Fernando @FerGarcia_7]

@majgeoinvesting @pernasresearch Haha awesome job! Some very well known Spanish names over there
Some kinda Peter Lynch investment process vibes tho

[Fernando @FerGarcia_7]

It wasn’t that hard to show some affection for the shareholder, was it? $ZOMD.V

[Fernando @FerGarcia_7]

@Premski_SGP @WestCapGrp Yea more like a headwind so far lol

[Fernando @FerGarcia_7]

Donaldo poniendo a Warsh a calentar en banda