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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 is also focused on the advancement of renewable energy storage solutions through Largo Clean Energy and its vanadium redox flow battery technology (VRFB). The Company is also engaged in the process of implementing a titanium dioxide pigment plant using feedstock sourced from its existing operations, in addition to advancing its United States-based clean energy division with its VCHARGE vanadium batteries. VPURE+ Flakes are used in the production of master alloys, where it provides high strength-to-weight ratios for the titanium alloy and aerospace industries.


TSX:LGO - Post by User

Bullboard Posts
Post by MIA17on Mar 21, 2018 10:01pm
148 Views
Post# 27758245

Bullish Vanadium Article

Bullish Vanadium Article(the co. he refers to isn't LGO, but the article is very bullish for it) The BIGGEST Investment Theme in Energy For The Next 20 Years Energy storage will be one of The Biggest Investment Themes of the next 20 years. More and more power will come from wind and solar, and less and less from fossil fuels. The problem to solve ishow do you manage & integrate those intermittent power sources so they can run seamlessly 24/7/365? The answer is energy storage; large-scale, utility-sized energy storage. The French consulting firm Yole Dveloppement estimates the "stationary storage" market could be a $13.5 billion opportunity by 2023, compared with less than $1 billion in 2015. Thats 1350% growth in eight years. I hope all my stocks do that. Now, my job is to find my readers an investment in that theme in which they can potentially make a lot of money. And I have found one for large scale energy storagea unique company, but is using a proven technology that is rapidly being adopted around the world. It can store and deploy renewable energy for decadeswith no power loss over timeand do it economically. I can set this up for you very quickly: When the world needed small energy storage--lithium and cobalt to store energy in cell phones etcindustry found new deposits and new processes to make it all economic. Junior public companies raced to develop new assets. And I found some great investments there. In 2016 I focused readers on Lithium X (LIX-TSXv) at 45 centsand within weeks it was $2.80. In 2017 I focused them on Standard Lithium (SLL-TSXv) at 90 cents, and three months later it was $2.75. Also in 2017 I explained how First Cobalt (FCC-TSXv) at 50 cents could be in production quicklyand it tripled in short order. The point here ismy research pays off. But lithium and cobalt are for small-scale energy storage. Now the world is thinking biggerhow do we seamlessly work in HUGE increases in renewable power into the grid. And I think the prize for investors is much bigger. So yes, large-scale, utility-scale energy storage is the next multi-billion dollar problem to solve. And Im on it. But what has me really excited is that my research shows the same answer to this issuestoring tens of MegaWatts of power for western utilitieswould also work for providing power to remote locations all over the world. That makes for a pan-global market. Really, its so big that it will likely be filled with a mix of technologies, each with different products. But I know I have found one of the winners. And as the Market comes to understand how big this story will be, investors will flock to this micro-cap. (If theres one thing Im good at in the Markets, its sniffing out where A Big Run is about to happen.) And I think thats going to be in vanadium, #23 on the periodic table, symbol V. But this Big Run will be a bit different from lithium and cobalt, and Ill explain why. In essence, Im not convinced vanadium miners will get the first wave of institutional investment dollars. And in this young industrylarge-scale energy storage--I want to find A Big Winner in the first wave. Vanadium-based batteries are used for large scale energy storage because they have very different properties than lithium and cobalt. Vanadium batteries are easy to explain: 1) Its an incredibly long-life battery with almost limitless recharge-ability compared to lithium-ion batteriesthis is what utilities need. A 5-10 year battery life doesnt work for utilities. 2) They can discharge a high amount of electricity for hours 3) VRBs--Vanadium Redox Flow Batteries--can both charge and discharge at the same time 4) Recent technological advances allow the new Vanadium batteries to reduce the cost of energy storage to about 5c/kWh Vanadium is a great metal for energy storage because it is safe in several different forms, and all the battery does is change Vanadium from one form to another. As it does this, it creates an electric charge. Its simplelow-techand its scalable; many can be put together to store hundreds of MegaWatts of energy. Its a proven technology, as there are dozens of vanadium batteries operating in the world today (and many were designed and made by the micro-cap company that is my #1 play in this sector). This meets the needs of the utilities. Let me give you one quick example, and I will do a whole story on this later: Right now, in March, the state of California has negative electricity prices about 20% of the time; at least thats what it was last year. Negative pricing means you pay your customers to take it, and it cost taxpayers tens of millions of dollars last year. Even more ironic, neighbouring states Oregon and Washington shut down their own clean power sources to take the California power. You pay for dozens of vanadium batteries very quickly when you pay your customers that much money every year. You see, if utilities could store all that energy that comes from renewablesthey would not be forced to pay millions to others just to offload excess electricity. (Up to 30% of wind and solar energy production either under-feeds or over-saturates the grid!) VRBs are just starting to get commercializedbut its happening the world over. (I kind of like being in at the ground floor of The Green Energy Solution!) Vanadium and VRBs are also a China play. The Chinese government says increasing energy storage is key for them, specifically recommends the scaling up of vanadium redox-flow batteries in their most recent Five-Year Plan. They want to integrate more than 300 GigaWatts (which would supply 25,000 US homes with enough electricity for a year) by 2020. And now to my conclusionI have found what I think is THE BEST way to play vanadium. This company is vertically integrated, with its own source of vanadium (in the USA!) and worldwide sales of vanadium batteries. While the deposit and business are established, together they are new to the public marketsthe product of a very forward-thinking management team. Ive actually made it my single largest position EVER in the 9 year history of my newsletterI now own over 1 million shares and warrants combined. I think it has great potential at being My Biggest Win of 2018. Why? I see VRBs as very empowering, giving cheap electricity to remote locationsto businesses and homesaround the world, I see them as saving tens of millions of dollars for the most developed and progressive electrical companies in the western world. I have spent months researching vanadium markets, this company and its technology, and I cant believe this management team was able to put it all into a company that right now trades under $1. And Im going to tell you all about it in my next article.
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