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Bullboard - Stock Discussion Forum Largo Inc T.LGO

Alternate Symbol(s):  LGO

Largo Inc. is a Canada-based producer and supplier of vanadium products. The Company’s segments include sales & trading, mine properties, corporate, exploration and evaluation properties (E&E properties), Largo Clean Energy and Largo Physical Vanadium. Its VPURE and VPURE+ products, which are sourced from one of the vanadium deposits at the Company's Maracas Menchen Mine in Brazil. The Company... see more

TSX:LGO - Post Discussion

Largo Inc > So what’s really holding back the share price?
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Post by island9999 on Mar 21, 2021 1:23pm

So what’s really holding back the share price?

That is the question on my mind in light of the last Q financial results,and given the seemingly general uptrend in Largo on a number of fronts,....no doubt others must ask the same thing.I don't profess to know the answer but why aren't the analysts giving Largo a brighter outlook and consequently a much greater PT. Management seem to be making all the right moves,...what more is needed?,....well how about more clarity on the details,...are there any sales on the LCE front?,..give some details,..what kind of return can be expected from the $25 M Ilmenite project ? sale of IO,...ongoing contract or a one off?,..quality of IO being sold, what kind of dollar figure to Largo yearly revenue,....maybe the answers to these questions and many more are all coming by Q2,Q3,...? With the upcoming listing to Nasdaq, are the large fund managers going to see a value stock way underpriced,..or a stock with very limited future potential price gain...?
Comment by Clipper2 on Mar 21, 2021 2:04pm
A couple of great posts by island and st_esteban to-day. Lots of questions still to be answered. Vanadium price increases will help the sp, but for me I would like to see a few battery sales, and that might be all it takes to kickstart the sp again.  Hopefully, we will learn more mid May with the 2021-Q1 Financial results.  Also hoping for open Q&A. I'm expecting to see ...more  
Comment by kha341 on Mar 21, 2021 7:33pm
Imho, the following could be one of the factors causing the latest drop in sp: A big chunk of the Q in the Q&A session of the CC was related to the journey toward vertical integration. I was not impressed with the As and I would not be surprised if the key stakeholders (analysts / major players) walked away with more questions than answers. I don’t think that the stakeholders are really ...more  
Comment by island9999 on Mar 21, 2021 8:45pm
If management, (notably Paulo Misk,Earnest Cleave, for example) are a major stumbling block in the advancement of the company growth and share price /'analyst perception of future growth,..then at some point you might think that word or suggestion of this would reach the largest shareholder (and board member) Alberto Arias,...he has as much (and lots more) at stake as anyone,...and the search ...more  
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