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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
Comment by Clipper2on Mar 21, 2020 12:18pm
190 Views
Post# 30833360

RE:RE:Vanadium sales per pound sold value

RE:RE:Vanadium sales per pound sold value
Clipper2 wrote:
jcw604 wrote:
Vanadium sales per pound sold1, 2 (US$) US$ 5.70. The above number is important because it tells us how much of a remeasurement can we expect for the next quarter. The lower this number is, the better the next quarter. For Q2, I noticed that this number is unexpectedly high, even higher than the MB average price and we have a big Q3 remeasurement. Can someone tell me if this number matches your expectations for the average price?

I can only say that I keep a record of the weekly MB prices and and at the end of each quarter I post on our bb the expected avg for the quarter. The number is usually off by  only .01 to .03 at the most. The recent Q4-19 number was off by only .01. I think we can be fairly confident that the avg. V price for Q1-20 will be approx. 6.06 per pound
When the price of V is on the rise as in  2018 there was a revenue adjustment receivable (RAR) for every quarter for a total of 66.05m. in 2019 the V price declined throughout the year and as a result there was revenue adjustment payable (RAP) for each quarter, and the total was almost 124m 

Sorry, the 124m RAP was for the first 3 quarters. 
RAP for Q4 was 13.5m for a total of approx. 137.5m.
It's ridiculous, since we don't know how it is calculated.

Bullboard Posts