RE:RE:Crux Investor Interview
Clipper2 wrote: CruxInvestor's interviews are always great, and Matthew Gordon always digs deep and asks the kind of questions investors want to hear. His interviews with Bushveld's CEO Fortune Mojapelo were some of the best.
Paulo appeared less nervous, and is becoming easier to understand. I'm starting to like the guy. He is starting to become as excited about Largo's future as Mark Smith was, and can you blame him as we are now rid of Glencore. Since Largo began mining they made only Glencore a lot richer. Sure, we did OK but we/Largo were totally ripped off. But there are good times ahead. It was great to see him get excited about Titanium and I was surprised to hear him say that revenue from Titanium will be equal to Vanadium.
Let's hope we don't have to wait 10 months for the next interview.
GL
A timely interview,shareholders have been taken to the wall over the last year plus.My thoughts are this is possibly the only way out to save the company from a slow spiral down, where we produce the best product in the world, but shareholders have to wait for once in every 10 year surge in prices to realize a profit.If the Tio2 project turns out to be a cash printer, we have to bear in mind that Largo has much anticipated drilling results to come, and could potentially add years of supply down the road, plus there happens to be a piece of property called Campo Alegre de Lourdes,an Iron, Titanium,Vanadium rich claim that is part of the Largo stable, the venturing into other product lines is a natural growth (and possibly company saving) action,as for Paulo stating the obvious that Largo is greatly undervalued and he's buying into it with his own money, well that's a breath of fresh air, let's see some of these other officers of the company spending their cash and likewise showing support.As the interviewer said, let's see if the market starts to rerate Largo as a more "diversified "serious player,and up the value accordingly.