Uzo Capital ⭐ on LODE (LODE)
公司名称：Comstock Inc.
详细生意模式：美国
护城河：转向太阳能回收+生物燃料。Mining/real estate出售~$300M。$180M EV。
估值水平：🔴弱
EV/Market Cap：负EBITDA -$33.6M
网络观点：能源转型结构性机会，Site 1预期Q4'26盈利。
AI观点：⚠️ 典型"重生故事"赌博。太阳能回收市场早期，定价和需求未验证。$75M FCF(2027)基于80%利用率过于乐观。高风险投机。
原文日期：2026-03-26
作者简介：价值投资微型股专家
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