GOOD post-CC stuff ahead...NO doubtThe CC was a bit
disappointing because of what was not spoken about;…. not from a results perspective
Our excitement may have, too quickly, expected Largo to further deep-dive into areas such as;
- Commitment nature : How many customes, for what products, are phones ringing off the wall, from where, etc
- Re-measurement secret : some sort of clarification…closure
- No emphasis on 7.5% discount to G: no longer
- Sales & Marketing Team: How it’s evolving, lessons learned, more of this…less of that
- ‘new’ future considerations : Titanium, VRFB, other
Was some of this not done for competitive reasons--> perhaps. Could Largo, nonetheless, have provided us with a richer sense of the above without laying out too much? (that's
On the continued PLUS side… LIKE that Largo now has full flexibility to sway as needed to ramp up production, to push FeV plant build until it makes sense.
Also LIKE that this new position allows Largo to learn immensely on the outside workings as it relates to the Vanadium activity around the world (NA, Europe, Asia…) – recalling that their previous focus was mainly a one-pony play.
Let's not lose perspective: Largo is in an enviable position, producing and offering a mineral of key significance for a variety of industries; yes, in difficult times but a product, nonetheless, that adds significant value in the areas of improving infrastructure material strength and longevity (static/active), safety (steel use) , environment (EV-fication, low GHG emissions energy storage).
How on mother earth might this mineral not be needed and go up in price – when in various form-uses - it brings about soo much good. This is a pivotal rare earth mineral valuable in humanity’s efforts to evolve…for the better.