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@broheim777
"$LODE Here is my bull thesis: Start w/the Metals business. The 1st industrial solar panel facility should be running in the 2ndQ 2026. It should have a 100k tonne capacity but it most likely will be constrained for the 1st couple years due to feedstock"
X Link @broheim777 2025-10-10T15:00Z XXX followers, 1767 engagements
"$LODE i have been saying the similarities imho b/w $LODE and $EOSE (at .70c) are striking. Both were/are pre- industrial/automated with large TAM. The former solar panel recycling/refining the latter a battery storage play but in terms of development"
X Link @broheim777 2025-10-13T23:39Z XXX followers, XXX engagements
"$WKEY $LAES these are two of most fraudulent cos imho. The $WKEY CEO has jumped on every meme for XX years; first NFTs & BS marketplace; IoT & Satellite space launch now quantum computing How does it go on ad nauseum"
X Link @broheim777 2025-10-09T20:10Z XXX followers, XXX engagements
"The expected ANNUAL solar panel waste in total in the US is approx 100k tonnes for 2026. Now perhaps XX% is the SouthWest so that benefits $LODE. But that is only 60k tonnes. Ergo getting 40k tonnes would be great (note this doesnt include illegally dumped )"
X Link @broheim777 2025-10-10T15:02Z XXX followers, XXX engagements
"$TTI on $EOSE extraordinary run I got in late (this morning) but as a leading input into EOS Energy batteries why not"
X Link @broheim777 2025-10-14T14:35Z XXX followers, XXX engagements
"$LODE has a MSA with RWE one of the biggest players in the US and more shoukd be announced. Mireover the annual waste is likely to grow XX fold over the ensuing XX years. So imho 40k tonnes is a good assumption. At 40k they gross 30MM"
X Link @broheim777 2025-10-10T15:05Z XXX followers, XXX engagements
"$LODE the mining part the legacy business is tough to value. They mined the Lode from 2012-2015 (some processi then done 1st Q 2016). Total gold mined over X years was 59.5k oz of gold and 735k of silver @ todays price = $250MM"
X Link @broheim777 2025-10-10T18:35Z XXX followers, XXX engagements
"$LUCD XX million person TAM that may increase as new study (fully supported by NIH) showing GERD is not a pre-requisite. Given the scourge that is Esophgeal cancer $LUCDs Esocheck is how its eliminated. $EXAS is $XX BILLION market Cap"
X Link @broheim777 2025-10-09T10:40Z XXX followers, XXX engagements